December 20, 2017December 19, 2017Investing Currencies for the Long Run, Part 1: The ABCs of Relatively Stable Currencies This is the first of three posts titled “Currencies for the Long Run”, in which I post a chart summarizing how three […]
December 19, 2017Investing Hong Kong ETFs Remain China-focused, Bond-light, and Under-owned Hong Kong ETFs are, and are likely to remain, the best way to trade and broadly allocate to China, it is not […]
December 18, 2017December 17, 2017Investing Asset Allocation Returns: Conservative, Moderate, and Aggressive, 2007-2017 Asset allocation is and should be one of the first decisions made in planning an overall investment portfolio.Β Some investors do their […]
December 17, 2017data Data Visualisation for Listed Company Fundamental Data I recently re-launched our experimental data visualisation tool onΒ http://gfmpartners.com/ This tool is useful for: Running scatterplots on fundamental data of listed stocks […]
December 9, 2017May 10, 2018Lists Top 55 London-listed ETFs from iShares – shortlist for 2018 For non-US ETF portfolios, I find it useful to keep handy short lists of ETFs listed on other top ETF exchanges in […]
December 4, 2017blockchain Forget Bitcoin funds or Bitcoin ETFs, Bitcoin Futures make more sense It may be one of the universal laws of finance that whenever an asset multiplies in value over a short period of […]
December 4, 2017November 25, 2017Investing Investing Retirement Accounts: What rate of return vs level of risk to aim for? When investing retirement accounts, we are often told to invest aggressively (mostly in stocks) when saving as young employees, and then rotate […]
December 1, 2017November 20, 2017News Cathay Pacific’s last day in the Hang Seng Index Three weeks ago on November 10th, Hang Seng indexes announced that Cathay Pacific airways (HKEX: 00293) would be dropped from the blue […]
November 30, 2017November 30, 2017Education, Events US Trusts and Estate Planning Seminar Dec 13th 6:30pm in Central, Hong Kong California-based attorney and asset protection expert Vivian Yuan is back in Hong Kong as a visiting speaker on Wednesday, December 13th at […]
November 30, 2017July 18, 2018Personal finance Roth conversions as an expat: if, when and how much? Considering Roth conversions as an expat is similar to considering if, when, and how much to do one when living in the […]