Having a Diversified or Concentrated Portfolio?
This is probably something that has been argued for the longest time ever – but how many stocks should an investor own? Should one have a diversified or concentrated portfolio?…
Share
Posts by author
Tee Leng
51 posts
Tee Leng is a portfolio manager of a value-focused investment fund based in Singapore, with more than 5 years of experience.
He is a frequent guest speaker at institutions such as University College London (UCL) and Singapore Management University (SMU), and at investment conferences held in Singapore and Jakarta.
Thoughts on Singapore’s Construction Industry + Tiong Woon & BRC Asia
On July 2019 this year, I was sharing how I believe that the construction industry in Singapore has pretty much bottomed out during the TheEdge Mid-Year Investment Forum 2019. As…
Share
7 Sins of Investing – Sloth
Having covered Sin 3: Envy in the previous article, I will be covering on Sloth in today’s article. Sin 3: Sloth – Taking the easy way Ever felt that moment of laziness, that…
Share
7 Sins of Investing – Envy
Having covered Sin 2: Pride in the previous article, I will be covering on Envy in today’s article. Sin 3: Envy – Constant need to compare In today’s competitive world,…
Share
Investment Idea: City Developments Limited
We would just like to thank everyone who participated in last night’s InvestingNook LIVE Webinar. Many who were unable to attend requested for a replay of the webinar last night…
Share
Thoughts on City Developments Ltd (Webinar)
Almost every Singaporean would have heard of City Developments Limited (CDL). CDL is one of Singapore’s top property developers and is a leading global real estate operating company with a…
Share
7 Sins of Investing – Pride
Having covered Sin 1: Lust in the previous article, I will be covering on Pride in today’s article. Sin 2: Pride – Being Overconfident Everyone possesses an egoistical side, that need for face. Males more…
Share
7 Sins of Investing – Lust
Having covered on the Seven Sins of Fund Management previously, I would be covering on the Seven Sins of Investing. Investors have been constantly making the same mistakes that have landed them in…
Share
Thoughts On Temasek’s Offer For Keppel Corporation Shares
Just yesterday, Temasek has announced that an indirectly wholly-owned subsidiary of Temasek Holdings – Kyanite Investment Holdings will be making a partial offer to acquire 30.55% of shares in Keppel…
Share
Seven Sins of Fund Management
Over a decade ago, James Montier penned a white paper titled Seven Sins of Fund Management. It covers the most common behavioural biases among investors and makes for a timeless, enlightening…
Share