The global pandemic has changed how we live and invest in many ways. But we need to be clear that what we are experiencing is not the first crisis, nor will it be the last in your lifetime. Life goes on. As an investor, there are lessons to learn and yet to be learned. The […]
The Great Value Rotation – Ivan’s Reflections in November 2020
Exactly one year ago, I titled “Income to Growth rotation” for my GMC Nov 2019 updates. True enough, growth stocks had a spectacular run in the past year, led by technology sectors. The market valuation is near dot com bubble level. Is it a time for a change now? In my last month’s update, I […]
A Better Hedge – Ivan’s Investment Reflection in August 2020
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We Have Not Lived Long Enough – Ivan’s Reflection in April 2020
Every month, I publish an investment note called “Ivan’s Reflection”. The purpose is to document my thought process so I can review if they are right and wrong in the future. Note this letter is exclusive to my clients. It creates transparency for my clients and forces me to be accountable for my investment decisions […]
An Endurance Training – Ivan’s Investment Reflection 2020 March
Every month, I publish an investment note called “Ivan’s Reflection”. The purpose is to document my thoughts process so I can review if they are right and wrong in the future. This creates transparency for my clients and people who are interested in my investment management services. It also forces me to be accountable for […]
Coronavirus and US Debt Crisis: Black Swan Meets Grey Rhino – Ivan’s Reflection 2020 Feb
Every month, I publish an investment note called Ivan’s Reflection. The purpose is to document my thoughts about how to invest now so I can review if they are right and wrong in the future. This creates transparency for my clients and people who are interested in my investment management services. It also forces me […]