The Savvy Yabby Report

The Savvy Yabby Report

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Holiday in Venezuela?
Compared to new investment in the Gulf State oil complex, Venezuela looks safe.
 • The Savvy Yabby Report
Global Twenty-Five Stock Portfolio: Feb 2026
The month was flat with a return of -0.04% versus the benchmark 1.64% for a negative alpha of -1.68%. The result was driven by corrections in technology…
 • The Savvy Yabby Report
International Twenty Stock Portfolio: Feb 2026 Global Power and Energy Transition
February continued our run of positive performance. The US 20 Model was up 1.87% while the S&P 500 was down -0.81% for a +2.69% Alpha. YTD our alpha is…
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BFM 89.9 Podcast with Kingsley Jones
Oil has berached $100 USD per barrel as the Middle East War Intensifies. I discuss the impact with Shazana Mohktar and Wong Shou Ning.
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USA Twenty Stock Portfolio: Feb 2026 Strategic Move to a Stagflation Barbell
February continued our run of positive performance. The US 20 Model was up 1.87% while the S&P 500 was down -0.81% for a +2.69% Alpha. YTD our alpha is…
 • The Savvy Yabby Report
Australian Twenty Stock Portfolio: Significant Changes and Feb-2026 Performance Report
The surprising scale of the US-Israeli action against Iran, coupled with mixed messaging on the war aims has brought forward a strategic positioning for…
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February 2026

BFM 89.9 Podcast with Kingsley Jones
The Supreme Court struck down President Donald Trump’s tariffs. This was quickly replaced with 15% global tariffs. I discuss the impact with Shazana…
 • The Savvy Yabby Report
Global Twenty-Five Stock Portfolio: Jan 2026
The year opened with a great positive result. The model was up 4.76% and the FTSE Global All Cap 3.11% for a 1.65% alpha. Our positions in defense and…
 • The Savvy Yabby Report
International Twenty Stock Portfolio: Jan 2026
The Savvy Yabby Report distributes our institutional grade model portfolios to paying subscribers on a monthly basis.
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USA Twenty Stock Portfolio: Jan 2026
The year opened with a great positive result. The model was up 5.09% and the S&P500 1.77% for a 3.32% alpha. Our underweight in technology helped…
 • The Savvy Yabby Report
BFM 89.9 Podcast with Kingsley Jones
I have been podcasting with BFM Radio Malaysia on their Market Watch segment every second Monday since 2012, with 221 episodes to date. Here I share…
 • The Savvy Yabby Report
Australian Twenty Stock Portfolio: Jan-2026
We provide a performance report on the Australian Twenty Stock model portfolio.
 • The Savvy Yabby Report
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