Moats

I help research wealth management concepts at work. They are usually related to a wealth management problem that our clients (and most likely you) have such as how much do…

We got these two rather new associate advisers (suspect they are reading this) that will keep asking me questions what do I think of this, what do I think of…

After Prime Minister Lawrence Wong’s National Day Rally speech, which heavily focus on the redesign of how to encourage more couples to have kids, a couple of news pieces focus…

Vanguard Europe listed a bunch of new ETFs and among them, the one that gets people most excited was the Vanguard FTSE Global All-Cap UCITS ETF. This fund tracks the…

There are a few other ETFs that Vanguard UK announced that are available for investors: ETF What Accumulating / Distributing TER Currency All World Ex-US Developed minus US Both 0.12%…

I used to have to understand more financial products and services in the past as a financial writer/blogger. Before you can write a sponsorship post, you need to understand the…

I did some small digital decluttering this week by throwing away some stuff that isn’t working: I bought the Anker Soundcore Liberty 4 earbuds in Oct 2023 so that lasted…

The chart below is the State Street® SPDR® MSCI USA Small Cap Value Weighted UCITS ETF (ticker USSC): If you see where the orange line is, you would be able…

The Small Cap stocks of the US, represented by the S&P 600 has been on a good run. This year, they notched a return of 22.8%. This is compared to…

I wrote a recent article highlighting that we have to contextualize how you derive the returns to better appreciate them. I used the S&P 500 Market Cap and Equal-weighted indexes…