Tom Lee makes his probably third or forth appearance on The Compound. Tom Lee says it’s still early. I think after going up ...

Today, I have something for the investors of Amundi’s low-cost unit trusts. For the readers who are less aware, Amundi has a set of 6 index-tracking unit trust that allows you to craft a ...

I wanted to leave some short notes on Avarga Ltd(Ticker: X5N) in the public just in case I need to search for it. I don’t ...

I decided to do a mid-month update so that the updates will not lag too far behind. I would usually do this when I remember, ...

I was not too happy with my shoddy comparison which is cheaper if you choose Tiered Pricing or Fixed Pricing if you are on Interactive Brokers Pro plan. (IBKR Lite is Now Available to Interactive ...

The First Vital Steps in Deepening Your Connection with Clients Who are Successful Investors Themselves.

So apparently in the midst of my hectic work, there is this Astrea PE (private equity) bond that is issued. Azalea Investment, which is under … ...

June’s spending is higher than normal because of a health checkup and paying off income tax in one big shot. The Essential Inflexible Spend I wrote about my essential inflexible spend here in this ...

The fund invest in the smaller, mid-sized companies so the right benchmark might be the Russell 2000 index, which is a blend of the 2000 smallest companies in the US. But it is also right to assess ...

If you want to trade these stocks I mentioned, you can open an account with Interactive Brokers. Interactive Brokers is the leading low-cost and efficient broker I use and trust to invest & trade my ...

“Yong Cheng, do you think I have enough money to spend for the rest of my life?” This question came from a client of mine—a 70-year-old semi-retired doctor who has properties worth more than … ...

The market is a weird beast to figure out. But one of our biggest challenge is helping our clients frame this weird beast in different ways. Most people would kind of thing that I know a lot of things ...