I first notice Saga Partners during the frantic investment period coming out of Covid-19 (man that was so far away now...) ...

I decided to help my friend Nick do some minor calculation to see where we are in terms of the valuation for the real estate ...

Boustead This Boustead that no one wants is up 55%. There are news that they might be thinking of REITing the properties.

Dan Rasmussen over at Verdad Capital has a pretty good article providing a different view on the "no/low volatility" of ...

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 ...

REITs are a niche combination of stocks and property. It has many advantages for investors who have limited capital and are trying to build up their wealth. The gap to understand REITs is also smaller ...

Building wealth boils down to some simple rules. I have gathered them here in my Wealthy Formula. Getting rich can be realistic. What makes the most impact.

There is this unit trust that people have been mentioning to us, or myself for the longest time: Allianz Income and Growth Fund. I don’t know what is the fascination over this fund. Those people ...

What is the Stock Portfolio Tracker in a Nutshell? The stock portfolio tracker is a FREE Google Spreadsheet hosted at Google that can do the following: Track your stocks, shares or bonds by ...

How do you measure whether your relative or your colleague is wealthy? Do you based it on the flashy things that they have on them? What is a more fundamentally sound way to find out whether we have ...

Anyway, as part of my notes series, I wanted a way to consolidate my thoughts about the portfolio. I don’t really have a name for the portfolio, but I name my two portfolio spreadsheet (one which is ...