Top Vanguard Mutual Funds for Enhanced Asset Allocation
Vanguard is synonymous with low-cost, passive investing. Here I present some charts showing some metrics that can be used to enhance an […]
Tag: Investing
What do the wealthy invest in? More stocks than funds or properties, according to the IRS
When considering which asset classes to invest in, it makes sense to ask “what do the wealthy invest in?”. First generation American […]
When the market falls 10%, you don’t sell your house or your stocks, but look for rising rents/earnings at better prices
Over the past week, stock and bond markets around the world have fallen more than many people remember seeing in years. After […]
Investing in Stocks vs Property, Stocks Rose 7x More than Real Estate Over 125 Years of Yale Data
I am often asked about investing in stocks vs property, as owning physical residential real estate is an understandably popular investment choice […]
How to invest a bonus
In January and February many firms, especially banks, give out annual bonuses to employees, which in some cases make up a large […]
10 first stocks to buy a 10-year old to start investing early
My latest article describes how to choose the 10 first stocks to buy a 10-year old, and why I think it’s important […]
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 […]
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 […]
50 largest companies in the world by market capitalization as of 2017 end
Investors looking to replace index ETFs or more expensive stock mutual funds or closed-end funds with direct positions in blue chip stocks […]
10 Personal Questions to Ask Your Financial Advisor
Yesterday I posted 10 non-personal questions to ask your financial advisor, which I thought would only be complete with 10 personal questions […]