In this panel podcast, Adam, Rusmin, and Victor host AK71, a Singaporean dividend investor and blogger, to discuss his investment strategies and portfolio performance. AK71 shares his 2024 passive income of $234,000 and discusses his shift towards a more passive approach to portfolio management. The conversation covers his increased investment in Alibaba, driven by its undervaluation and potential in AI, while also maintaining core holdings in banks and REITs. AK71 emphasizes the importance of cash reserves in an uncertain market and views Bitcoin and gold as geopolitical insurance rather than investments, and stresses the value of focusing on a limited number of well-understood stocks.
Outlines
Part 1: Portfolio Introduction and Early Strategies
Part 2: Current Market and Portfolio Adjustments
Part 3: Alternative Assets and Investment Philosophy
Part 4: Risk Management and Future Outlook
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