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’ ...

So apparently in the midst of my hectic work, there is this Astrea PE (private equity) bond that is issued. Azalea Investment ...

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

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

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 in Oct 2015. This chart shows the 10-year yield (Blue) and 1-year yield ...

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 ...

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 ...

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 ...