SINGAPORE (Jan 22): My Global Portfolio is exactly one month old this week. Total portfolio value is up 6.8% to US$534,186, outpacing the MSCI World index gains over this period. In fact, it has outperformed the benchmark index in three of the past four weeks. Seven out of our nine stocks are making profits. We will write on our conviction for the laggards, Facebook and Walt Disney Co, in the coming weeks.

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