I was discussing privately with a Telegram group member who was telling me that he has this wish to buy a couple of universal life policy. Somewhere in the conversation,…
Moats
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My Telegram chat was discussing about whether there is a role for small cap value in the portfolio. I think everything depends on your investment philosophy and I can imprint…
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Investment
How the Hedged Class of a Japan Fund Result in a 500% Outperformance Over a Non-Hedge One. – Investment Moats
My friend asked if we are headed for a big crash soon. The honest answer is I don’t know. Also don’t know what is consider big enough. I ate like…
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Investment
The Investors in Private Equity and Credit will Eventually Feel the Discomfort. – Investment Moats
I wrote about our unwillingness to learn about things, that may eventually be life changing a few days ago and my friend was curious about why the investors in my…
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I would periodically update everyone my personal spending. This is the update for this month. You can review my past spending logs by going to the personal notes section of investment moats…
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Here is the update for my Daedalus portfolio for February 2026. If work is not too busy, I will try to provide an update where possible. I explained how I…
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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…
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When my dad passed away in early 2023, my brother and me inherited about $118,000 in various accounts. We can consider this my parent’s money but essentially we still have…
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Think if you read my post yesterday, I did say that I will break up my post into two. I wanted to look at some of the potential weakness areas.…
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As people talk about how AI is going to kill these data-related companies, I saw this chart pop-up in one of our internal discussions: Straits Times index from 2000 to…
