50 Largest Utilities by Market Cap 2017

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As another useful reference, here is a list of 50 of the largest utility stocks as of January 2017: RIC Name ¬†USD Market Cap (Millions) industry NEE NextEra Energy Inc ¬†$55,638 Electric DUK Duke Energy Corp ¬†$53,551 Electric SO Southern Co ¬†$48,010 Electric D Dominion Resources Inc ¬†$47,790 Electric ENEI.MI Enel SpA ¬†$44,468 Electric NG.L […]

30 Largest Ground Transport Stocks 2017

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Anyone who knows me well knows how much I love train travel, whether long-distance between cities or underground on a city’s metro system. ¬†Perhaps not surprisingly, Hong Kong’s MTRC is the largest listed metro operator, while Japan offers the biggest and most diverse portfolio of listed rail operators. ¬†Further down the list you find Singapore […]

2017 Q1 500 Stock watchlist

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Without context, here are a list of 500 global stocks on one of our watchlists for 2017Q1. This post is not a recommendation to buy or sell any of these securities. RIC Name Type HON Honeywell International Inc Industrial Conglomerates MMC Marsh & McLennan Companies Inc Multiline Insurance & Brokers LUV Southwest Airlines Co Airlines […]

Top 30 Distillery, Winery aka non-Beer Alcoholic Beverage Companies by Market Cap 2017

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Somewhat related to my earlier lists of beer brewers and casinos, here is a list of 30 of the largest listed non-beer alcoholic beverage stocks by market cap (identified in some sector classifications as distillers or wineries). ¬†This is usually one of my favorite sectors, as it is a relatively simple business to take fruit […]

Top 20 Largest Gold Mining Stocks by Market Cap 2017

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The relative performance of investing in gold vs gold mining stocks is charted at the end of my September 2016 article on why gold is a relatively poor investment. ¬†Although it is not a sector I like, I have decided to post as a reference 20 of the largest gold mining companies by market cap […]

The simplest retirement calculation in the world (that actually works)

Posted Leave a commentPosted in Personal finance, Saving

Financial websites contain scores¬†of “retirement calculators” which allow you to input a variety of assumptions and calculate when you may be able to live off your savings without working again, depending on how much you save, how much income you need in retirement, and of course what the rate of return on your investments is. […]

The math behind why I buy term life insurance and almost never buy whole life insurance

Posted 2 CommentsPosted in Personal finance

The below calculations are for illustration and discussion purposes only and are not an endorsement of any insurance broker, agent, website, or policy issuer, and nothing here should be taken as any personalised recommendation to buy or not buy any insurance policy. ¬†Please contact us through the form below for an independent second opinion specific […]

Top Hong Kong listed ETFs by volume, expense ratio and board lot size

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Hong Kong still has a “board lot” requirement that shares of stocks, ETFs, and other HKEX exchange-traded securities still be traded in minimum chunks that can range from 10 to thousands of shares per trade. As a reference, below are a list of HKEX-listed ETFs with useful information like expense ratio, board lot size, and […]

Feb 16th Event on Investing in Real Estate: Physical Property vs Liquid Real Estate Investment Trusts (REITs)

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We are pleased to announce our first joint event with Chris Chang of American Pacific Tax, where we discuss the investing and tax sides of real estate and the differences between buying a physical property vs listed real estate investment trusts (REITs). Registration is now open on Eventbrite.

30 Largest Hotel, Motel and Cruise Line Companies by Market Cap 2017

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Here are a list of 30 of the largest hotel chain, motel and cruise line companies by market cap as of January 2017. ¬†This sector had an average return on assets of 2% with wide variation based on the different business models of these companies. RIC Name ¬†USD Market Cap (Millions) CCL.L / CUK Carnival […]