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Category: Investing

September 11, 2018September 10, 2018Education, Events, Investing

Investing Lessons at the 2018 “The Future is Female” Conference in Hong Kong, Sep 14th

If you’re in Hong Kong this Friday, September 14th, I hope to see you at “The Future is Female” conference at Campfire […]

Hong Kong listed ETFs
August 13, 2018August 11, 2018Investing

The top 25 Hong Kong listed ETFs I’m watching in 2018H2

I’ve been speaking at several ETF conferences this year, and was a bit surprised to see at one event most of the […]

The many different MSCI China indexes, before China A-share inclusion
August 8, 2018September 12, 2018Investing

MSCI China A-Share Inclusion: Understanding Different Chinese Stock Markets

MSCI’s China A-share inclusion is one of the many themes I’ve been hearing over and over again this year.Β  As one of […]

US Equity REITs vs Mortgage REITs - owners made 13x as much as lenders
August 7, 2018Charts, Investing

US Equity REITs vs Mortgage REITs vs Physical Property: 2 charts

I’ve spoken and written extensively on real estate investment trusts (REITs), but just came across these two charts comparing the performance of […]

Vanguard sets ETFs trading costs to zero
August 1, 2018July 30, 2018Investing, Personal finance

Vanguard sets 1,800 ETFs’ trading costs to zero today: Time to move all your money over?

About a month ago, Vanguard surprised clients and investment advisors (of which I am both) with the announcement that starting in August […]

How to read a mutual fund fact sheet - 5 key points
July 31, 2018July 30, 2018Education, Investing

How to read a fund factsheet – 5 key points to avoiding a $5,000 mistake

A fund factsheet is the “nutritional information” of the investment fund, summing up the objectives, holdings, fees, risks, and performance of a […]

Building portfolios using ETFs instead of mutual funds
July 30, 2018July 27, 2018Investing

3 main reasons I invest in ETFs instead of mutual funds

I first started using ETFs in the early 2000s, when iShares was aggressively launching several new ETFs, and marketing the line of […]

how much 529
July 26, 2018Education, Investing, Personal finance

How much should I put in a 529 college savings plan each year?

529 college savings plans have no hard and fixed annual contribution limits, unlike IRA, HSA, 401(k), or many other US tax-deferred accounts.Β  […]

Interactive Brokers vs Saxo Trader Pro
July 20, 2018June 28, 2019Client Service, Investing

Interactive Brokers vs Saxo: Best Online Broker for International Accounts

As two of the world’s leading international low-cost online brokers, we have been very glad to be able to offer a choice […]

Passports: Invest your IRA in foreign stocks and bonds
July 13, 2018Investing, Retirement

Why now is the time to invest over 50% of your IRA in foreign stocks and US bonds

After several years of rising US stock prices, I am often asked when the next crash, or at least next big correction, […]

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