My friend Ser jing, portfolio manager at The Compounder Fund, shared a part of this Jaime Dimon interview at Acquired that explains the essence of the Safe Withdrawal Rate in Income Planning: What We’ ...

I decided to update readers about my spending here on my blog. I think most might not realized that since Apr 2023, I been ...

The First Vital Steps in Deepening Your Connection with Clients Who are Successful Investors Themselves.

So apparently in the midst of my hectic work, there is this Astrea PE (private equity) bond that is issued. Azalea Investment, which is under Temasek have been structuring this bond for the last ...

Portfolio Change Since Last Update The portfolio was valued at $1.476 million at the end of June and is at $1.526 million at the end of July. We reported a portfolio change of $50,000 for July 2025.

There is a new issue of Singapore Savings Bonds. I have tracked almost every issue of Singapore Savings Bond since its issue ...

There is a new issue of Singapore Savings Bonds. I have tracked almost every issue of Singapore Savings Bond since its issue in Oct 2015. This chart shows the 10-year yield (Blue) and 1-year yield ...

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 ...

Once you have setup your Interactive Brokers account through an entirely online sequence, you need to fund your account to start trading. You can fund your Interactive Brokers account from banks and ...

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 ...