Moats

Verdad has a great article about total concentration and diversification: Total Concentration I just want to take this opportunity to digest, reflect and take down some notes. I came from…

If you invest in various individual securities in brokerages, one thing investors have to deal with are corporate actions surrounding the securities that you own. Today, we are going to…

It would seem like I am writing on a fair bit of fixed income recently but it is purely coincidental. Last week was on the LionGlobal Short Duration Active ETF,…

As an engineer for 15 years, I don’t really have to worry about wearing dress shoes because most of the time, I am in sports shoes. When I first started…

I thought since I did a drawdown for the LionGlobal Short Duration Fund in my last article, I just use the same methodology and did a drawdown on the Bloomberg…

I decided to do a mid-month update so that the updates will not lag too far behind. I would usually do this when I remember, or when I have the…

A Singapore Treasury Bill issue (BS25118F) will be auctioned on Thursday, 11th Sep 2025. If you wish to subscribe successfully, you must place your order via Internet banking (Cash, SRS,…

Here is the update for my Daedalus portfolio for August 2025. If work is not too busy, I will try to provide an update where possible. I explain how I…

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…

I am going to try and explain a little subtle difference between phrases that I use when I engage in income planning with the community. Perhaps I will also explain…