Looking back at the relevant background info from April 2025,
it appears that you have managed to successfully follow-through
on most of your stated convictions.
- divested off of EXTREMELY high-risk asset (3x Leveraged S&P500 ETF).
- investing into dividend-paying assets (SCHD).
- exposure to china (Meituan).
A set of ~20 Indian stocks was feeling “increasingly inefficient” to manage in April-2025.
Q1. Did you manage to reduce the number of individual stocks in your Indian portfolio?
or figured out how to operate at that scale?
However, the US portfolio appears to be trending towards a similar situation now, with so many individual securities.
Q2. What is the thesis/strategy behind the rest of these new additions to the US portfolio over the past 3 months?
Q3. Did you obtain the desired allocation in gold?
Or planned/executed any alternate approach(es) to fulfill the aspect that exposure to gold was going to satisfy?
Q4. Similar to how you had shared in the prvious post in April 2025,
What are your current short-term goals?
Also, any recent updates to the long-term goals?