Stocks or bonds

Buy stocks or bonds? 3 numbers to help decide

Posted Leave a commentPosted in Education, Investing

It is widely repeated in the investment community that the biggest difference in whether you earn high or low rates of return as a long-term investor is not your choice of an individual stock or bond, but how much you allocated overall to stocks vs bonds. The more you put in stocks, the more likely […]

Harvard paper on stocks vs property vs bonds

Harvard paper on investment returns of stocks vs property vs bonds, 1870-2015

Posted Leave a commentPosted in Books

I am very often asked how investing in stocks compares with investing in property (aka “real estate”) as far as long-term investment returns. Many of us who’ve been in the market for a few decades have seen rents and property prices in many cities double, triple, or more, while I hear far more mixed experiences […]

How different investments have performed during recessions

How different investments have performed during recessions

Posted Leave a commentPosted in data, Economics, Investing

While I am often asked “is now a good time to invest?” in both booming and declining economic times, I have recently been asked more and more about whether the economy is due for its first global recession since 2008-2009, and how to invest in preparation for the next recession.  I recently wrote a short […]

Buffett on Kraft-Heinz

Buffett’s $2.7 billion loss on Kraft-Heinz

Posted Leave a commentPosted in News

Anand and I are long time fans and students of Warren Buffett. The recent news that the legendary investor’s firm Berkshire Hathaway lost $2.7 billion last month on their stake in Kraft-Heinz did not reduce my respect and admiration of his wisdom by even one bit, but of course drove me to ask how I […]

A few foreign markets that outperformed the S&P 500 since 2000

Posted Leave a commentPosted in Charts

Few things look better on a wall or in a non-portrait photo album as a good long-term stock chart, preferably over 20 years if not 50. I recently went to take a look at the long-term performance of some of the iShares ETFs, by country, sorted by inception date, starting with the several country trackers […]

Long term stock returns vs bond returns by country

13 Thought-provoking charts from “Stocks for the Long Run”

Posted 2 CommentsPosted in Books, Charts

I recently re-read the 5th edition of Jeremy Siegel‘s classic book Stocks for the Long Run, and thought it would be worth snapping the following 13 thought-provoking charts for reference.  Of course, this is just my summary, and I expect to continue having to refer back to the book for more re-reads. Chart 1: US […]

Hong Kong Stocks Cheatsheet

Hong Kong Stocks Cheatsheet: Hang Seng Index Member Data Links

Posted Leave a commentPosted in data, Lists

This Hong Kong Stocks Cheatsheet is a list of links to AAStocks pages of data I wanted to make a few clicks easier to get to.  The stock list is redundant on the first 50 names, which are the components of the Hang Seng Index Finance, Utilities, Property and Commerce & Industry sub-indexes respectively, followed […]

Investing in Stocks vs Property, Yale data

Investing in Stocks vs Property, Stocks Rose 7x More than Real Estate Over 125 Years of Yale Data

Posted Leave a commentPosted in Investing

I am often asked about investing in stocks vs property, as owning physical residential real estate is an understandably popular investment choice in Hong Kong and other major cities.  Urban professionals have seen apartment prices, and their rents, rise faster than inflation and almost as quickly as their salaries, and there is a level of […]

G for got it - what I hope a 10 year old child will say after buying their 10 first stocks

10 first stocks to buy a 10-year old to start investing early

Posted Leave a commentPosted in Education, Investing, Personal finance

My latest article describes how to choose the 10 first stocks to buy a 10-year old, and why I think it’s important to start kids investing in individual companies rather than mutual funds from an early age. As I disclose: I bought Coca-cola for my older child and PepsiCo for my younger child because they […]

Asset Allocation Returns: Conservative, Moderate, and Aggressive, 2007-2017

Posted Leave a commentPosted in Investing

Asset allocation is and should be one of the first decisions made in planning an overall investment portfolio.  Some investors do their asset allocation accidentally, by only investing in one or two asset classes they know or are sold, or as the result of buying different individual investments one by one with no overall plan.  […]