This article will be a short one. In [Does Eliminating Unprofitable Small Caps Improve Long Term Small Cap Index Performance?], I wanted to find out if we get better returns if we are able to have a ...

This week has been a very topsy-turvy week for the portfolio. Not only did it not benefit from the run in small cap because it lacks those companies with no earnings companies that focus on uranium, ...

I have a Telegram group member James who asked if I have longer tenure returns data for this 5 year chart: I am not going to do for all but here are the total and annualized 20 and 25 year returns for ...

Readers of Investment Moats would remember I recently shared about my colonoscopy experience so that you would not feel so apprehensive to go for one yourself. You can read about it here: I Did My ...

I managed to have a few conversations this week that sort of involved investing. One of them is a friend who is an adviser at one of the big 3 insurance firms. Another is my friend Rusmin from Fifth ...

I think I won't tell you what just happen to your portfolio haha. Most of you would have seen it by now. There were probably two things that dominated the market this week: If the A.I.

Recently, I cited research from Verdad the capture of returns between concentration and diversification. Diversification (vs Total Concentration) – It is also About Capturing Long Term Returns. Light ...

I would periodically update everyone my personal spending. This is something that I decide to start in 2025 since this blog ...

I have crafted two spreadsheets in the past to help me (and possibly you) look at how it feels like to sell units and spend down from a portfolio in the past: The IJR or iShares Core Small Cap is only ...

One of my friend asked me about my views about a particular AIA Investment Linked Policy (ILP) for his family situation. I gave him some … The insurers who were in the integrated shield plan business ...