Buffer ETFs: How useful is it to Financial Advisers?
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 …
Passive Investing
VanEck’s MOAT & GOAT ETF Review – Invest in Wide Moat Companies Passively
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 …
Why Your Income Fund Pays the 3-7% Income partly from Capital
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, …
Can You Better Time Your Annual Investment Base on Market Seasonality?
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 …
Taking a Deeper Look at iShares Edge MSCI World Momentum Factor ETF (IWMO)’s Recent Rebalancing
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 …
Intro to Smart Beta Passive Investing for Singaporeans
Some of us who have been investing for some time may feel very strongly about our stock or financial securities selection criteria. Some of us …
Would Bond Funds Die Like the Volatile Early 1980s?
I have not seen bond yields this low before. As we entered 2021, the 10-year US government bond yields have recovered to 1.11%. Recovery in …
Should We Add MSCI World Small-Cap ETF (WSML) to Our Passive Portfolio?
At our annual Christmas event, our head of advisory Vincent brings to our attention that there was one year where the Russell 2000 index outperformed …
Infinity Global Stock Index Fund – the Wrapper Fund for Vanguard Global Stock Index Fund in Singapore
I first introduce the Infinity Global Stock Index to readers in 2014. 5 years later, I think it makes sense to do an update since …
IWDA vs VWRA – Are There Significant Performance Differences Between the Two Low-Cost ETFs?
There are two exchange-traded funds that passive investors are considering for their long term wealth accumulation. The iShares Core MSCI World UCITS ETF – Ticker …