My friend Ser jing, portfolio manager at The Compounder Fund, shared a part of this Jaime Dimon interview at Acquired that explains the essence of the Safe Withdrawal Rate in Income Planning: What We’ ...

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

Portfolio Change Since Last Update The portfolio was valued at $1.476 million at the end of June and is at $1.526 million at the end of July. We reported a portfolio change of $50,000 for July 2025.

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

There is a new issue of Singapore Savings Bonds. I have tracked almost every issue of Singapore Savings Bond since its issue ...

Last week, I wrote an article about why and how sometimes we need to take a step back and look deeper into the fundamental ...

I decided to update readers about my spending here on my blog. I think most might not realized that since Apr 2023, I been ...

So I decided to review and reflect on a bank to see if I can see it in a light that Victaurs sees. It is a bank that Mr. John Huber wrote in a news letter almost 1.5 years ago First Citizens ...

I first notice Saga Partners during the frantic investment period coming out of Covid-19 (man that was so far away now…) Sagar Partners is a Registered Investment Adviser (RIA) that manages an ultra ...

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 ...