STE's Stocks Investing Journey

This is my first blog post of 2026, so let me start by wishing everyone a Happy New Year . I hope 2026 will be kind to all of us, with good health, steady income, and returns that are at least as decent as what we experienced in 2025. No need for anything spectacular, just consistent and sensible gains will do. 😊 Before rushing into new plans and ideas for the year ahead, I find it important to pause and properly review the past year. Investing is a long journey, and these yearly check-ins help me stay grounded, remind myself what worked, what didn’t, and what I should not take for granted.   How 2025 Started – Strong Momentum, Then a Reality Check   2025 actually began on a very positive note. The first quarter was strong, and the portfolio continued the good momentum from late 2024 with double-digit returns in the first Qtr. Prices were moving up, dividends were coming in nicely, and on paper, everything looked great. Then April came. The market correction that hit in April...

This lecture, delivered by Professor Jake Xia to   MIT OpenCourseWare class, provides a comprehensive and critical application-based perspective on portfolio management, moving beyond traditional theoretical frameworks to address the realities of investment and risk. <Ai Image > Executive Summary: Portfolio Management Beyond Theory This presentation offers a rigorous, application-focused deep dive into modern portfolio management, critically evaluating established theories and proposing practical, behavioral-based enhancements. The central challenge in investing is fundamentally a sizing problem : determining how much capital to allocate to any given investment, a decision dictated by clear objectives, time horizon, and loss tolerance. The lecture contrasts personal finance with institutional investing, highlighting the Endowment Model used by perpetual funds like MIT's. These institutions have a crucial nominal return target (e.g., 8%) to cover spending and inflation, ...

  YT Video : Credit to: 小貝叔叔 Link: https://youtu.be/SH2RkVDbeVk?si=9V59V6UwDQ8iu43J "看完这集，你就能胜过9 成股市散户！｜ 冷眼孙子股市兵法：真正的投资心法" ( Watching this episode will allow you to surpass 90% of retail investors! | Cold Eye's Sun Tzu's Art of War for the Stock Market: The True Investment Mindset). The content draws from the author "Cold Eye's" 50 years of stock market experience, applying the ancient military strategy of Sun Tzu's Art of War to modern investing. "Translate and Summarize using AI tool : Google Gemeni" Executive Summary The video posits that the stock market is a modern battlefield where success is dictated by strategy, discipline, and preparation, not luck or emotion. Authored by the veteran investor known as "Cold Eye," the 54 chapters (or core lessons) are derived from the philosophy of Sun Tzu's Art of War. The central theme is that true wealth is built on an invincible mindset and rigorous calculation (Preparation and An...

The stock market often feels like a rollercoaster, but investing isn’t only about spreadsheets, ratios, or balance sheets. At its core, it’s a psychological journey. The market’s sharp swings and tempting narratives don’t defeat most investors ,our own instincts do. These instincts were shaped over thousands of years to help us survive, not to manage a modern portfolio. That’s where behavioral finance comes in. It shines a light on how emotions, biases, and mental shortcuts quietly influence our decisions, often to our detriment . By blending age-old wisdom with modern insights, we can better understand why investors stumble and how to avoid the same traps. Sun Tzu’s words from The Art of War still ring true: “If you know the enemy and know yourself, you need not fear the result of a hundred battles.” In investing, the real enemy isn’t the market—it’s our own behavior . Learn to recognize it, and better decisions tend to follow. <Image credit https://jingyan.baidu.com/article/a3a3f...