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The Wealth Journey
http://thewealthjourney.blogspot.com
I graduated with an MBA from Brisbane Graduate School of Business and am currently Licensed by MAS to provide financial advice.
Since I am doing active management of my family's investment portfolio, I want to document down the review of the investment products that I come across. Of course, my views may differ from yours but all roads lead to Rome.
- Author: Wealth Journey
- Listed in: Retirement Planning Stocks & Bonds
Recent Posts
Is Citi a buy?
From what I gathered .. 1) The share issue will mean index ETF need to buy C to reweight it correctly in the index - (So means selling will be supported hopefully) 2) The book value(if you trust the numbers) before the share issue was around $4+. So...
Let your profits run and Cut your Losses
"Another fallacy - Exit when you make an 'above-average' profit ie 50% gain in 3 months." Yes, I choose to let my profits run and cut my losses using trailing cut loss of 25% (but very troublesome, have to update my excel sheet daily with ...
Exposing Fallacies in Investment
Business Times - 09 Dec 2009 Exposing fallacies in investment That's the mission of Boston University professor Zvi Bodie, who is enraged at financial advisers' 'misinformation', reports GENEVIEVE CUA A US-BASED professor yesterday slammed the f...
Writing your own Investment Policy
The most important thing when starting out is to know your investment temperament(trader or investor) and lay out your Investment Policy. This is my initial draft investment policy if you are interested to peruse, but you could always find a lot of s...
Portfolio Update November 2009
2009 Year to date (YTD) Return Portfolio 19.40% Equity(Include Funds) 82.59% Direct Shareholding 169.53% Dividend/Coupon/Interest received for 2009 $96,103 Cumulative Return Since Nov 2007 Portfolio 5.26% Equity(Include Funds) 14...
Profile of Noble Group
Taken off SCMP.COM Quiet achiever Noble builds global footprint with stellar growth rate Howard Winn Noble Group founder and chief executive Richard Elman is determined to double the size of the company every five years. Noble Group is the larges...
