I got a friend who I know invested in FundSmith Equity Fund for a few years. Optically, the returns have been livable for a few years. And then, the returns becomes… optically not so livable. This ...

My colleague Vincent was wondering about how is Fundsmith Equity Fund’s performance over this period. So this is a returns update for a friend and co-worker. I last review Fundsmith Equity Fund’s ...

Two months ago, I wrote 2 solutions to fix the most recent Yahoo Stock Price break in my Free Google Stock Portfolio Tracker to update readers on solutions to auto-update the stock prices of their ...

I have just finished my review of our Universal Life methodology at work and came back from a huddle. I decided that since I have not spend some time looking at MVOL, or the iShares Edge MSCI World ...

The Schroder Asian Growth fund is perhaps the 2nd fund after I got my personal data platform going to help me visualize some of these easier. You can find the first fund that I profile at the end of ...

Since my last article about the Pimco GIS Income fund, I have time to receive feedbacks and one of them actually triggered me. You can read A Further Conversation about Pimco GIS Income Fund’s Returns ...

I been meaning to do a separate post to illustrate to my personal investment advice to my friend that I wrote about last week. One day a few weeks ago, I went through the numbers of the factor ETFs ...

Both Straits Times and Business Times ran the update that DBS will be launching their Exchange Traded Funds (ETF) portfolio for the investors. And it got me thinking about a few things. Firstly, the ...

Some local investors investing in these broad-based indexes may wonder how big of a difference there will be between an FTSE Russell index and an MSCI index. It is also possible that an ETF or a unit ...

About a couple of years ago, my colleague and I conducted an internal webinar open to clients’ children. We wanted to do something like this because their parents most likely want them to start their ...

I wanted to note down some market observations that can be fleeting. If I do not, then it will be a chore to revisit and gather them again. You can read if you wish to. Many ...

There are 2 documents, that in my opinion, tells me whether a person or family is operating in a financially healthy manner. One of the document is their personal cash flow statement. The other ...