If you are a retiree or planning for retirement, you need to understand inflation. And if you are wondering what will drive the direction of the stock market in the near future, it is not the historical high of the Nasdaq stock index or a new vaccine, it will be the “average inflation targeting”. Inflation […]
Secrets Revealed: Are Institutional Investors Smarter Than Retail Investors
It is often said that the financial market is like a battlefield between David and Goliath, it is a war between the small-time retail investors (the “dumb money”) and the mighty institutional investors (the “smart money”). The retail investors did lose money most of the time because unlike David, they underestimate their opponents. Thanks to […]
Investing in REITs – Why It Is NOT the Right Time to Buy Now
With the global recession triggered by COVID-19, we have seen that the Singapore REITs index has suffered a massive 20% loss. You may be asking, “What would be the impact of COVID-19 on REITs? Is it a good time to buy REITs now?” In this article, I want to help you understand three questions. Why […]
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 […]
REITs to Riches – How to learn about REITs investing
Many people bought Real Estate Investment Trusts as a safe haven with a stable income. But professionals know REIT is just like any other instruments, you should invest for total return (both capital gain and dividend income). Since I published the article warning investors that REITs was overvalued, I received a lot of queries about […]