My friend Ser jing, portfolio manager at The Compounder Fund, shared a part of this Jaime Dimon interview at Acquired that explains the essence of the Safe Withdrawal Rate in Income Planning: What We’ ...

Portfolio Change Since Last Update The portfolio was valued at $1.476 million at the end of June and is at $1.526 million at the end of July. We reported a portfolio change of $50,000 for July 2025.

So apparently in the midst of my hectic work, there is this Astrea PE (private equity) bond that is issued. Azalea Investment, which is under Temasek have been structuring this bond for the last ...

There is a new issue of Singapore Savings Bonds. I have tracked almost every issue of Singapore Savings Bond since its issue ...

Last week, I wrote an article about why and how sometimes we need to take a step back and look deeper into the fundamental ...

I decided to update readers about my spending here on my blog. I think most might not realized that since Apr 2023, I been publishing my monthly spending on my Instagram page here. My Instagram ...

For some reason, my feed on Twitter ended up with some folks who talk specifically about banking. That is maybe because I was searching up if there are good takes on $KRE or the SPDR® ...

I first notice Saga Partners during the frantic investment period coming out of Covid-19 (man that was so far away now…) Sagar Partners is a Registered Investment Adviser (RIA) that manages an ultra ...

If you want to trade these stocks I mentioned, you can open an account with Interactive Brokers. Interactive Brokers is the leading low-cost and efficient broker I use and trust to invest & trade my ...

“Yong Cheng, do you think I have enough money to spend for the rest of my life?” This question came from a client of mine—a 70-year-old semi-retired doctor who has properties worth more than $10 ...

In December last year, I made a post introducing US ETF company Avantis establishing a presence in the UCITS markets. You can read Reviewing Avantis Global Equity and Global Small Cap Value UCITS ETFs ...

There is a relatively new article on Financial Planning blog Kitces.com on trying to help clients understand about saving enough for a Coast FIRE lifestyle.