top performing mutual funds

Top Performing Mutual Funds – 10 years ending 2018

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One of the worst mistakes beginning investors often make is to try and choose top performing mutual funds based solely on past performance. While past performance can be a useful indicator of how a fund invests and what it invests in (high risk and return vs low risk and return), it is all too often […]

Oldest Mutual Funds

List of Oldest Mutual Funds

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The mutual fund as we know it today is almost 100 years old, and following important steps in 1934 and 1940 and then in 1974, mutual funds can be thanked for helping a large percentage of average working individuals save trillions of dollars for retirement in ways pre 20th century history might not have imagined. […]

100 Top UCITS ETFs

100 Top UCITS ETFs (UK listed) for 2019

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As an updated reference list, here are the 100 Top UCITS ETFs, listed in London, domiciled in Ireland, and denominated in US dollars, with over US$100mio in assets as of this writing. Before I have mostly focused on posting lists of top UCITS ETFs by Blackrock’s iShares (which still has the best website IMHO), State […]

International Investing 2019: Some Country Stats

International Investing 2019: Country Stats

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Here is a table listing some of the best performing and worst performing country stock markets as of the beginning of December 2018, with the first two columns showing 2018 year-to-date and 3-year total returns by country respectively. The next two columns show Price/Earnings ratios and historical earnings growth statistics by country. I chose to […]

2018 Taiwan Webinar mostly focused on MSCI Taiwan's sector focus on IT hardware

2018 Taiwan Webinar Slides and Recording

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This week we presented another informative webinar with Singapore Exchange (SGX) and Interactive Brokers (IBKR) explaining how to invest in Taipei-listed stocks from an IBKR account anywhere in the world. We discussed the composition of the MSCI Taiwan index (still mostly IT hardware) and strategies for trading MSCI Taiwan through SGX-listed futures contracts vs via […]

Insurance Checklist: The 5 Most Important Insurance Policies I'm Renewing

Insurance Checklist: 5 Policies I Continue To Renew

Posted Leave a commentPosted in Personal finance

As a financial planner, I am very often asked about insurance, even though my own specialty is in investments and retirement planning. That said, insurance provides important protection against risks that may be hazardous to your wealth, and years of work building a substantial investment portfolio can be quickly lost in the event of an […]