Passive Investing

Recently, I heard on a podcast that if we cut off the performance comparison between international stocks and the US to before 2010, you will …

Since launching its bionic advice service in 2018, MoneyOwl has slowly added the necessary financial offerings so that consumers have cost-effective and sound tools to …

Recently, I had to do some profiling of local unit trusts to identify whether there are some funds with good long term performances. If we …

I shared with readers on my Investment Moats Telegram Channel an interesting Stanley Druckenmiller mental model yesterday that I have gotten from Ehren Stanhope of …

The financial industry is currently experiencing big changes. Digitally savvy millennials and digital natives are now prominently featured in the wealth management market and becoming …

One of the challenges in managing client’s wealth is to get them enough reliable returns but within a risk level that they can stomach. Many …

While I was reviewing some of the London-listed UCITS ETFs, I chanced upon two interesting ETFs by VanEck Vectors that may be something that you …

Many retirees, pre-retirees or investors who think they need income are quite intrigued by unit trust or funds that distribute an income. These unit trust, …

There is a popular saying that investors like to say “Sell in May and Go Away”. After a while, people infer that this means if …

In my introductory post on factor investing, one of the more popular factors is the momentum factor. The momentum factor, is rather controversial. On the …