Wednesday, September 8, 2021

Edited, Extended, Expanded…And It Is Still Free!

Announcing the second edition of The Bedokian Portfolio eBook!

It has been more than five years since the first edition of the eBook was published online and available for free. During this time, a lot of changes and happenings took place in the economy and financial markets. To start off, we are in the middle of a global pandemic due to COVID-19, which saw several sectors and industries being deeply impacted, in both negative and positive lights. Airline, tourism and hospitality were hard hit, but technology and pharmaceuticals benefited. From here, we can see there are diverse responses and results to a given situation, even though as we know the whole economy and market is like one big machine with many different interrelated parts moving together.


Two localised developments worth mentioning since 2016 are the emergence of real estate investment trust (REIT) exchange traded funds, which we currently have three listed in the local Singapore Exchange, and robo-advisories taking root and gaining adoption by investors. There is, of course, cryptocurrencies, which is also gaining traction in recent years, though the future direction of it being a real currency or a speculative instrument is very much uncertain.


Though my overall strategies, methodologies and approaches of The Bedokian Portfolio remain similar between the two editions, there are some subtle differences. Between then and now, and after observing the markets for several years, I had developed nuanced views and opinions on certain points and issues, resulting in the differences. Adjustments and adaptations are part and parcel of evolvement, and that is applicable to portfolio management. Nevertheless, the general gist of The Bedokian Portfolio remains the same.


I hope you will enjoy this new edition. And remember, keep calm and carry on investing.


The new eBook is available for download here! You can also scan the QR Code located on the top right of the blog (if viewed on web version) to download.

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