I did not have a good week at work. Whenever I struggle with work and have no one to confide to, there are usually some random thoughts. Sometimes they just keep repeating and repeating. This ...

I decided to help my friend Nick do some minor calculation to see where we are in terms of the valuation for the real estate ...

Boustead This Boustead that no one wants is up 55%. There are news that they might be thinking of REITing the properties.

Dan Rasmussen over at Verdad Capital has a pretty good article providing a different view on the "no/low volatility" of ...

I first notice Saga Partners during the frantic investment period coming out of Covid-19 (man that was so far away now…) Sagar Partners is a Registered Investment Adviser (RIA) that manages an ultra ...

Yong Cheng, do you think I have enough money to spend for the rest of my life?”  This question came from a client of mine—a ...

REITs are a niche combination of stocks and property. It has many advantages for investors who have limited capital and are trying to build up their wealth. The gap to understand REITs is also smaller ...

A personal cash flow statement can provide clarity in your life, and serves as a personal review whether you are managing your life well. It also provides you with an opportunity to re-allocate your ...

There is this unit trust that people have been mentioning to us, or myself for the longest time: Allianz Income and Growth Fund. I don’t know what is the fascination over this fund. Those people ...

Back in my stock-picking days, many of us eventually pivoted to finding companies that have more economic moats, in the hopes of holding on to stocks that can grow their earnings over time, but are ...

In the last few articles, we have covered how to open your account with Interactive Brokers, funding your account, and converting to different currencies. Now, you are ready to buy and sell or trade ...

Anyway, as part of my notes series, I wanted a way to consolidate my thoughts about the portfolio. I don’t really have a name for the portfolio, but I name my two portfolio spreadsheet (one which is ...