I have long argued that the S&P 500 is an overrated, overused stock market index benchmark, while also admitting it is still one of the best constructed and balanced benchmarks globally. By comparison, the flagship benchmarks of Hong Kong, Canada, Australia, Singapore, and other countries tend to be far more lopsided with industry concentrations in […]
Retire Inspired author Chris Hogan recently recorded a noteworthy podcast and YouTube episode (embedded below) titled “11 things millionaires don’t invest in”. I agree with him on over half of these, so wanted to list them out below with my comments. Note that I am not addressing these in order, but rather starting with his […]
In my last post, I listed over 500 real estate investment trusts (REITs) by sector (office, retail, residential, hospitals, etc.). I felt another valuable organization of a REIT list would be to instead sort the top international REITs by country, then by market cap, rather than alphabetically across countries. By “International REITs”, I mean REITs […]
Updating my series of handy reference lists is this REIT List covering four major markets in the Asia-Pacific Region. Following my earlier posted lists of S-REITs, H-REITs, J-REITs, and A-REITs, that is, real estate investment trusts listed in Singapore, Hong Kong, Japan, and Australia, the below lists are meant to be a handy reference in […]
Here is an updated watchlist of US ETFs I post mostly for my own quick reference, with links to Bing search, Fidelity, Morningstar, and SeekingAlpha information each one click away. All-world Global Benchmark ETFs ACWF (Morningstar, Fidelity, SeekingAlpha) VT (Morningstar, Fidelity, SeekingAlpha) ACWI (Morningstar, Fidelity, SeekingAlpha) ACIM (Morningstar, Fidelity, SeekingAlpha) Bond and REIT ETFs BND […]
One of the worst mistakes beginning investors often make is to try and choose top performing mutual funds based solely on past performance. While past performance can be a useful indicator of how a fund invests and what it invests in (high risk and return vs low risk and return), it is all too often […]
The mutual fund as we know it today is almost 100 years old, and following important steps in 1934 and 1940 and then in 1974, mutual funds can be thanked for helping a large percentage of average working individuals save trillions of dollars for retirement in ways pre 20th century history might not have imagined. […]
As an updated reference list, here are the 100 Top UCITS ETFs, listed in London, domiciled in Ireland, and denominated in US dollars, with over US$100mio in assets as of this writing. Before I have mostly focused on posting lists of top UCITS ETFs by Blackrock’s iShares (which still has the best website IMHO), State […]
By assets, ETF investors largely seem to prefer to buy very broad market exposure at very low cost. When Vanguard launched their first China-only ETF earlier this year, I noted that US ETF investors have about 10x more allocated to Chinese stocks through the portion of broad emerging market ETFs allocated to China than through […]
I probably like the term “smart beta” even better than most other professional investment advisors, not to mention more than most average investors, but all “smart beta” really means is owning the profits of stocks in proportion to something other than the overall size / market value of those stocks. In other words, a smart […]