Globally diversified domestic stocks

Globally Diversified Domestic Stocks

Posted Leave a commentPosted in Charts

One reason I hear some investors are uninterested in buying foreign-listed stocks is that they believe the foreign revenues of some of their home-based companies already provide enough international diversification. The classic example is Coca-Cola, whose sales have spanned over 100 countries for years, so arguably Coca-cola is more like a “global portfolio” than a […]

When New York Real Estate Lost 50%

When New York Real Estate Lost 50%

Posted Leave a commentPosted in Web finds

In recent memory, the global financial crisis of 2008-2009 is what most of us might think of as the last time when real estate investors lost significant amounts of money. Other than extreme cases like those, we often think of investing in physical property as being “safe as houses”. Today’s suggested reading is this UC […]

US State Tax Planning

Posted Leave a commentPosted in Personal finance

US Federal taxes are complicated enough, but residents of most US states know that state and local taxes (sometimes known as “SALT”) add an additional level payments and possible complexity. While US persons (citizens and permanent residents) are generally taxed on our worldwide income and estates regardless of where we live in the world, many […]

How to double your money with government bonds in less than 2 years

Posted Leave a commentPosted in Charts, News, Web finds

Today’s chart is thank’s to this tweet by Mohamed El-Erian. Government bonds bore most people, in part because they promise low fixed rates of return, barely above bank deposit rates, and often lock in their rates for long periods of time over which inflation could eat away the value of the principal returned at the […]

Vanguard ESG fund adds casino, oil, guns, and prison due to FTSE error

Posted Leave a commentPosted in News

It seems to have been a mistake by its index provider FTSE, but this tweet by Eric Balchunas of Bloomberg shows five stocks Vanguard‘s ESG fund that many professionals would not likely rank high on ESG measures. While I believe ESG and ethical factors in investing are far more subjective than quantitative factors like value […]

US Dividend Aristocrats, August 2019

Posted Leave a commentPosted in Lists

“Dividend Aristocrats” typically refer to stocks that have consistently paid and raised their dividends for many years, often 25 or more. This list of US dividend aristocrats comes straight from the holdings of the ProShares S&P 500 Dividend Aristocrats Dividend ETF “NOBL“, which also ranked in my earlier list of top S&P 500 ETFs. The […]

Pay less US tax

Pay Less US Tax: AmCham Seminar on Qualified Accounts on Sep 12

Posted Leave a commentPosted in Events

On September 12th at noon in Hong Kong, I am pleased to be presenting an in person seminar at the American Chamber of Commerce in Bank of America tower on how to pay less US tax through the use of qualified accounts (including IRA, 401k, 529, and HSA accounts, all of which can be accessed […]

Asian Currency Strategy Webinar

Asian Currency Strategy Webinar on Sep 4th

Posted Leave a commentPosted in Events

On September 4th at 5pm Hong Kong time, I will be presenting another free webinar with Singapore Exchange on Asian Currencies and strategies for hedging and profiting from carry and momentum. Register to attend or receive a recording here: https://register.gotowebinar.com/register/4183149562585237507?source=gfm

Turbulence vs damage

Turbulence vs Damage in Stock Investing

Posted Leave a commentPosted in Charts, Investing

I have no experience piloting airplanes, and admit there have been several times as a passenger that I have been afraid of turbulence. What helps me stay calm in turbulent flights is remembering descriptions I heard from at least one pilot interview on how insignificant most turbulence is compared with how high the plane is […]