How I invested my first 10 years of savings, bonuses and 401(k)/IRA contributions and top 10 lessons learned
Of all the habits I started early in my career, I would rank the habit of paying myself first, saving at least […]
Author: quantofasia
Unicorn comps: 60 Internet Stocks worth US$1 billion or more
I consider myself a relatively boring, probability of cashflows investor not easily attracted to hyper-growth promises of many Internet company investments. Nonetheless, […]
Asians spend 7.5x on education but 1/3x on housing vs Americans? From a 2015 Milken interview
One of my favorite things to listen to in the background are interviews with influencers that occasionally say something to get me […]
Funding your 2016 and 2017 IRA now and automatically – the #MillionDollarDifference
There are still two more months before the April 16th, 2017 deadline to make a 2016 contribution to your Individual Retirement Arrangement […]
Invest by Model or by Judgement? Join the #Buyside Debate @LipperLeaders @thomsonreuters
Thomson Reuters advertised the question of whether predictive modeling or human judgement is more important to generating alpha by fund managers on […]
Latest Hang Seng Index changes make Hong Kong's Benchmark even more Mainland-Oriented vs HSCEI
Last Friday the South China Morning Post reported that the Hang Seng Index would make at least two replacements on March 6: […]
Understanding the "Fiduciary Rule" and why investor education is so important
Update on March 8th: Tony Robbins recently posted a video similarly emphasizing investor education on Investopedia. Last Friday, US President Donald Trump […]
Hong Kong's Best Savings Plan – How it Works
A good savings plan, at a minimum, has the following features: Secure, automated handling of regular monthly contributions Allocation of those contributions […]
10 Emerging Markets to Watch in 2017: The Closed-End Fund Sentiment Indicator
I have long been a fan, observer, and investor in emerging markets, ranging from the most frontier the most developed of emerging […]
Feb 28th Event on US Retirement Savings and College Planning from Hong Kong
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.