25 non-US REITs to watch in 2017Q2

Posted Leave a commentPosted in Lists

For reference and discussion purposes only, here is a list of some non-US REITs worth watching in 2017Q2: RIC Name Sector USD Market Cap 0823.HK Link Real Estate Investment Trust Commercial ¬†$15,439 LAND.L Land Securities Group PLC Commercial ¬†$10,153 GMG.AX Goodman Group Pty Ltd Commercial ¬†$10,150 SGP.AX Stockland Corporation Ltd Residential ¬†$8,253 BLND.L British Land […]

Mobile-only bond offerings should become bigger and broader than Kenya's #MPesa #FinTech

Posted Leave a commentPosted in Web finds

I wasn’t too surprised to hear Kenya recently offered KES 150 million (US$1.5 mio) in government bonds exclusively through mobile phones. ¬†¬†These bonds are supposed to pay 10% interest tax free (vs 14% on their benchmark institutional 10 year bonds) and be available in denominations as low as KES 3,000 (US$30), and this is hopefully […]

How GFM makes investing simple

Posted Leave a commentPosted in Personal finance, Saving

What is the big difference between investing with GFM vs investing with any of the other financial advisors and brokers in the large financial services industry? ¬†This was the question I aimed to answer in a single picture. In short, I aim to make investing as direct and simple as possible. ¬†In the below picture, […]

GFM Japan allocation outperforms Nikkei 225 ETF through 2017Q1

Posted Leave a commentPosted in Investing

As a small firm managing separately managed accounts, we naturally spend more time ensuring our portfolios are well invested than trying to find visually appealing ways to show how well they’re doing, but this recent >10% outperformance of a relatively small Japan allocation (JPY 5.5 million, or around US$50,000) in one of our accounts looked […]

On "Money Talk" @RTHKradio3 with Ample Capital's Alex Wong: Border Adjustments and Fed Hikes

Posted Leave a commentPosted in Uncategorized

This morning on RTHK Radio 3’s “Money Talk” program, I was pleased to speak with host Peter Lewis and Ample Capital‘s Alex Wong about the ongoing rise in protectionism and Trump’s talk of border adjustments, as well as what impact the latest Fed hike to 0.75 – 1.00% might have on markets on both sides […]

How to best convert and transfer large amounts of money across currencies at low cost

Posted 1 CommentPosted in Personal finance, Saving

One situation I’m glad to be able to frequently help with, which can often save thousands of dollars, is how to covert relatively large amounts of money from Hong Kong or Singapore back home. ¬†If the money doesn’t need to be moved over as quickly as a relatively expensive wire transfer or remittance service might […]

Top 28 Countries for overseas college education, according to THE World University Rankings

Posted Leave a commentPosted in Personal finance, Web finds

In preparation for today’s college savings seminar, I updated the following table on which countries have the most universities, students, and international students in the Times Higher Education World University Rankings top 200 universities. Perhaps not surprisingly for an English language publication, the US and UK together hold 95 of the top 200 spots, with […]

Would you take an even bet to win $20 / lose $10 bet, times 100?

Posted Leave a commentPosted in Education, Web finds

YouTube has the amazing ability to suggest other videos I’m interested when I’m looking for something else. ¬†This one shows the surprising results of asking several people on the street if they would accept a bet tilted in their favor, especially if they were allowed to repeat the bet 100 times. Investing is of course […]

The 15-40/7-4 rule: The numbers behind saving 15% of your income

Posted Leave a commentPosted in Personal finance, Saving

A widely said rule of thumb is that you should save 15% of your income towards retirement. ¬†According to the IMF, 15% is right around the average rate of total savings in the US and UK, and well within the averages of many Asian countries and other high savers like the Netherlands (Chart below from […]

March 20th Event: Investing in Mexico (and other Emerging Markets) after Trump, over Tequila

Posted Leave a commentPosted in Events

On Monday, March 20th 2017, join us at 6:30pm at Mezcalito Hong Kong for an informal presentation and networking opportunity where we discuss investment outlooks on Mexico and other Emerging markets in the age of Trump and beyond. ¬†Drinks are on a cash bar basis with discounts available to those who RSVP. RSVP on Eventbrite. […]