US Large Growth vs Small Cap Value, 1980-2018, by Russell Indexes

How to Beat the Market, Factor 3: Buy Small Cap Value, Not the Big “Glamour” Stocks

Posted Leave a commentPosted in Investing

For the third factor in this series, I wanted to highlight two of the most “classical” factors for classifying and selecting stocks: size (large vs small) and cheapness (growth vs value).  These factors were perhaps most famously identified by academics Eugene Fama and Kenneth French, and popularised in the 3×3 grid used by Morningstar to […]

S&P 500 Buyback Yield Achievers beat the market

How to Beat the Market, Factor 2: Buyback Yield and Total Shareholder Return

Posted Leave a commentPosted in Investing

Buyback yield is one of the top factors I look for in stocks of companies I buy.  Buyback yield can be thought of one of at least four components of total shareholder return, the others being book value growth, debt reduction / deleveraging yield (familiar to anyone who has paid down principal on a mortgage), […]

US Trusts and Estate Planning Seminar

US Trusts and Estate Planning Seminar Dec 13th 6:30pm in Central, Hong Kong

Posted Leave a commentPosted in Education, Events

California-based attorney and asset protection expert Vivian Yuan is back in Hong Kong as a visiting speaker on Wednesday, December 13th at 6:30pm for our US trusts and estate planning seminar. Alaska, Wyoming, and South Dakota trusts are among those can be used by both American and non-Americans to better control investment and business assets […]

401k rollover to an IRA investment account

How to do a 401k rollover to an IRA as an expat

Posted Leave a commentPosted in Personal finance

After changing jobs, or even getting posted on an expat assignment by the same company, employees generally have the freedom to do a 401k rollover of their retirement savings account to an IRA account at their choice of brokerage firm or mutual fund company.  Doing a 401k rollover to an IRA, and consolidating all your […]

Lists of Closed-end Funds and Investment Trusts in the US, UK, Canada and Australia

Posted Leave a commentPosted in data, Investing, Lists

Although ETFs have become the exchange-traded investment vehicle of choice over the past 25 years, closed-end funds remain a relevant way to access less liquid and less scalable assets, and for this reason they are often available at a discount to their net asset value with many paying high dividend yields. As a handy reference, […]

US at night

Top 200 US-listed Real Estate Investment Trusts (REITs) by Market Cap as of 2017Q3

Posted Leave a commentPosted in Investing, Lists

The US is by far the largest market for listed real estate investment trusts (REITs), with over US$1 trillion in market cap, including some large foreign REITs trading over the counter as ADRs.  US REITs are especially attractive for IRA and other tax-deferred accounts.  For reference, here is a list of 200 of the largest […]

I'm in San Francisco tomorrow, June 23rd 2017 – Message if you have time to meet

Posted Leave a commentPosted in Uncategorized

Looking forward to catching up with my colleagues in the San Francisco Bay Area tomorrow, even though I know this is last minute.  You can reach me via WhatsApp, my US number, or through the contact form below: Photo Source: WikiMedia Commons

Protecting Your California Assets: Seminar with Visiting Estate Lawyer Vivian Yuan

Posted Leave a commentPosted in Events

We are pleased to host California asset protection expert Vivian Yuan as a visiting speaker on July 12th at 6:30pm at our boardroom at Eaton House, Hong Kong. Vivian Yuan is based in Silicon Valley, California, where she runs a law firm providing estate planning, asset protection, tax planning, and business formation services in California, […]

Investing in Hawaii Event on May 12th at Eaton House Hong Kong, with Tariq Dennison, Khai Tran and Chris Chang

Posted Leave a commentPosted in Events

On May 12th at 6:30pm at our new office at FinTech hub Eaton House, we will be presenting a 3-part event on investing in Hawaii: Tariq Dennison CFPCM from GFM Asset Management will be starting with the outside view of Hawaii’s economy and business environment, with some examples of stocks and bonds with exposure to […]

College tuition rises now depend more on China than domestic drivers

Posted Leave a commentPosted in Education, Personal finance

For decades, college tuition has risen at a significantly faster pace than the rate of inflation, having roughly tripled in the last 40 years in real terms (that is, even after adjusting for inflation) (Sources: The College Board and NCES).  This post discusses what I believe have been the main drivers of the seemingly rapid rise […]