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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’ ...
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.
So apparently in the midst of my hectic work, there is this Astrea PE (private equity) bond that is issued. Azalea Investment ...
Last week, I wrote an article about why and how sometimes we need to take a step back and look deeper into the fundamental ...
I decided to update readers about my spending here on my blog. I think most might not realized that since Apr 2023, I been ...
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 ...
If you want to trade these stocks I mentioned, you can open an account with Interactive Brokers. Interactive Brokers is the leading low-cost and efficient broker I use and trust to invest & trade my ...
“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 70-year-old semi-retired doctor who has properties worth more than $10 ...
In December last year, I made a post introducing US ETF company Avantis establishing a presence in the UCITS markets. You can read Reviewing Avantis Global Equity and Global Small Cap Value UCITS ETFs ...
There is a relatively new article on Financial Planning blog Kitces.com on trying to help clients understand about saving enough for a Coast FIRE lifestyle.
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