Long term stock returns vs bond returns by country

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

Posted Leave a commentPosted 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.  […]

US$100 bills - paid by the highest dividend paying stocks

60 Highest Dividend Paying Stocks as of 2017 end

Posted Leave a commentPosted in Lists

As a reference, I occasionally like to publish lists like the one below of 60 of the highest dividend paying stocks as of late November 2017.  Note that these are ranked by total dollar amount of dividends paid by the companies, not by dividend yield, as the latter would favor many smaller, higher yielding stocks. […]

largest companies in the world - usually thought of by their skyscrapers

50 largest companies in the world by market capitalization as of 2017 end

Posted Leave a commentPosted in Investing, Lists

Investors looking to replace index ETFs or more expensive stock mutual funds or closed-end funds with direct positions in blue chip stocks may want to start by owning some of the largest companies in the world by market cap.  Market cap is simply the total value of shares outstanding, and most index funds and ETFs […]

Hong Kong International investment advisor

World’s Largest Insurance Companies – Top 146 Listed Insurers by Assets

Posted 1 CommentPosted in Lists

Here is list of the world’s largest insurance companies by assets as of 2017 is based on data from public filings on the major stock exchanges we currently have access to. Earlier posts listed 35 large life and health insurers by market cap, and explained how a large percentage of Asian insurers’ assets and profits […]

Biggest Banks by Assets – Top 125 Listed Banks as of 2017

Posted Leave a commentPosted in Lists

This updated reference list of the world’s biggest banks by assets as of 2017 is based on data from banks listed on major stock exchanges where we can easily trade, with links to balance sheet data on Yahoo finance:

The 7 C's of How Tesla Stock Will Probably Crash (But Not Burn)

Posted Leave a commentPosted in Investing

One major landmark for 14-year-old Tesla Motors (TSLA) this year was surpassing the market cap of 109-year old blue chip US automaker General Motors (GM), despite having only sold 76,000 cars in 2016 vs. GM’s 10,000,000 cars sold, and despite Tesla continuing to lose almost $1,000,000,000 each year as GM has been posting annual profits of almost $10,000,000,000. Of course, […]