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Performance Update (Q4' 2025)
When Markets Test Patience More Than Conviction
Jan 2
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Coffee Can Investor
4
Performance Update (Q3' 2025)
Not every quarter is a headline — but every one adds a chapter
Oct 4, 2025
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Coffee Can Investor
Holding Steady: A Mid-Year Look at the Portfolio
A new stock joins the mix, but the focus remains on long-term, low-churn investing.
Jul 9, 2025
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Coffee Can Investor
1
2
1
Real returns is all we need to stay the course
With market throwing tantrums, fell blessed with what you get
Apr 8, 2025
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Coffee Can Investor
Refining the Coffee Can Portfolio: More Conviction, Less Noise
Exiting Australia, Doubling Down on China, and Strengthening the Core
Mar 1, 2025
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Coffee Can Investor
2
From Spreadsheets to Dataframes: Fixing Portfolio Analysis
My journey from clunky Google Sheets to pandas-powered clarity in managing CCP's underperformance
Dec 14, 2024
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Coffee Can Investor
Is Your Pension Working Hard Enough?
Why default funds might be holding you back—and what you can do about it
Dec 10, 2024
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Coffee Can Investor
1
1
NVDA, China & Performance Update (Q2'24)
I continue to be backing the wrong horses in the short term
Jul 13, 2024
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Coffee Can Investor
2
Performance & Valuation Update (Q1'24)
Good quarter, but same dogs persist
Apr 6, 2024
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Coffee Can Investor
Learnings from Equity based Decumulation
Systematic Withdrawal Plan (SWP) works well
Feb 10, 2024
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Coffee Can Investor
1
1
Performance & Valuation Update (Q4'23)
Good quarter, but some dogs persist
Jan 6, 2024
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Coffee Can Investor
1
Inflation, Performance & Valuation (Q3'23)
Inflation is a tough beast to beat
Oct 7, 2023
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Coffee Can Investor
1
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