Brief Review of @Motif Investing Platform

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This year, I started looking at the Motif investing platform, and for my clients, offering managed accounts through Motif Advisor. Basically, Motif is a different type of online broker that, rather than selling you stocks one at a time, allows you to trade in “Motifs” (basically baskets of up to 30 US-listed stocks or ETFs) for a […]

A 63-year chart of US Interest Rates and the 35-year old bond bull market

Posted Leave a commentPosted in Books, Education, Investing

I love long-term charts, and recently started re-reading the 5th edition of Jeremy Siegel’s classic “Stocks for the Long Run“.  Being naturally curious, I also like to keep an eye on how investments in “Bonds for the Long Run”, “Balanced Portfolios for the Long Run” and “Alternative Investments for the Long Run” would do.  Siegel’s […]

Performance of the GFM Singapore 20 vs the Straits Times Index Tracker Fund 2016

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In Hong Kong, we aim to outperform the Hang Seng index through a proprietary selection of stocks we believe are higher quality and/or better valued than the market-cap weighting of the 50 stocks of the index, and in most cases in Hong Kong we also try and avoid low-float companies.  For the 12 months ending […]

Performance of the GFM Hong Kong 30 vs the Hang Seng Index Tracker Fund

Posted Leave a commentPosted in Investing

In Hong Kong, we aim to outperform the Hang Seng index through a proprietary selection of stocks we believe are higher quality and/or better valued than the market-cap weighting of the 50 stocks of the index, and in most cases in Hong Kong we also try and avoid low-float companies.  For the 12 months ending […]

China A-shares are too expensive to get excited about Hong Kong-Shenzhen Stock Connect, at least for now

Posted 1 CommentPosted in Investing

This is an excerpt of my article “Shenzhen Connect A Welcome Opening To A Different But Expensive Segment Of The China A-Share Market” published right before the Hong Kong – Shenzhen stock connect went live. … Overall Outlook on Major China Equity Markets and ETFs To put the Shenzhen market into perspective, it is worth […]

Advantages of directly owning 30 or more stocks instead of an index fund

Posted 1 CommentPosted in Investing

This is an summary and excerpt of my article “Why I Wouldn’t Invest More Than $100,000 In An S&P 500 ETF Or Index Fund“. Ask 100 fee-only financial advisors how they would invest an extra $100,000 that was not needed for at least 10 years, and odds are that one of the top responses would […]

GFM Consolidated 3 Year Track Record Performance Through September 2016

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As background, we present the 3 year consolidated track record of the Interactive Brokers accounts managed by GFM portfolio manager Tariq Dennison over the 3 years ending September 2016, immediately before GFM Group Limited became a Hong Kong SFC-licensed Type 9 asset management firm. Past performance is no indication of future results, but the point […]

Why I prefer investing in stocks and real estate instead of gold

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Below is an excerpt of my article “Why Gold Will Underperform For Another 40 Years Without Stagflation, Despite Central Bank, ETF, China And India Tailwinds“. An 80-year History of Gold Performance For the past 40+ years, gold has underperformed stocks, real estate, and even bonds on many metrics. For Americans, this 40-year period was preceded by […]

Background of China's Many Stock Markets: China A-shares vs H-shares vs B, N, etc.

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This is an excerpt of my article “How To Trade The China A-Share Premium Over H-Shares” explaining some of the background history and differences between China A-shares traded in Shanghai and Shenzhen and China H shares traded in Hong Kong. … Definitions A few definitions in case any of the terms in the previous paragraph […]