Investment journal

A treasure trove of our investment thoughts

Dear Investors – At the Grace Wang Portfolio Management Practice, we endeavor to empower our clients to become more educated and informed of our investment stewardship practices. Linked here, you will find a compendium of investment journals divided by yearly themes. As our practice’s mission statement is: “Investing your wealth. Realizing your growth. Enabling your independence,” we aim to be both reflective and informative in our investment practice, sharing our track record and investment evolution as the market paradigm shifts.

2018 – 2024 Investment Journals

English Version

Chinese Version

2026 Investment Journals

Person holding a credit card with travel accessories and passport on desk

A Seamless Summer Vacation

June 1, 2026 | Grace Wang Portfolio Management Practice

Close up of a motherboard with holograms.

Earnings Quality, Scarcity and Fragility

March 11, 2026 | Grace Wang Portfolio Management Practice

Bottom-up view of skyscrapers with a clear blue sky.

Bifurcating Banks, Bonds, and their Vigilantes

January 21, 2025 | Grace Wang Portfolio Management Practice

2025 Investment Journals

Stacks of coins with a blue overlay featuring market graphs.

Debasing the US Dollar Debasement Thesis

December 2, 2025 | Grace Wang Portfolio Management Practice

Close up of a pencil, calculator, and graph.

Spotlighting Alphabet Again: Comprehensive & Intact Value Creation Drivers

October 15, 2025 | Grace Wang Portfolio Management Practice

An individual stacking coins with an overlaid blue bar graph.

An Earnings Inflection Point

October 8, 2025 | Grace Wang Portfolio Management Practice

A professional holding a tablet with an overlay of financial graphs.

Quality Prevails…Yet again!

June 17, 2025 | Grace Wang Portfolio Management Practice