A $3 million portfolio may sound like a successful milestone, but not when just 3 years ago, that same portfolio was $13 million. A real-life cautionary tale for those investing based on opinions.

Goldman proudly states that their investment into Swedish battery maker Northvolt was worth more than 4 times than what it had paid, expecting it to rise to six by next year. This weekNorthvolt filed for bankruptcy.

Markets don’t go down on war worries alone. Although it could spills over and affects the global economy, the slowdown will be captured in relevant market data. This is something that we constantly keep track of.

Federer actually only won 54% of all points he’s ever played. This small advantage leads to a win-rate of 76% of sets and 82% of matches. The numbers for the stock market are strikingly similar.

“Trump trade winners” is a new emerging term used to refer to stocks or sectors that are predicted do well under this presidency. What happened the last time Trump won?

Did you miss the best single day of post-election returns in almost a hundred years?

U.S. stocks experienced an explosive moves upwards with Global stocks hitting a new all time high.

Research shows that the accuracy of forecasts by these professionals were no different from the random chance of a coin-flip, with an accuracy rating of 48%.

With Trump currently ahead in the polls around 10 days to the election, investors may be worried about increased tensions with the US and other countries and the resultant impact to the market.

Many investors believe that when interest rates fall, bond prices should rise. However when the Federal Open Market Committee cut the discount rate by 0.50%, the 10-Year Treasury fell in price.

While the annual average return of the global market in the past 20 years is +5.69%, the actual annual return ranges from -42.77% all the way to +49.14%.

An average annual return of almost 20% with close to 20 years of consecutive positive returns, it sounded too good to be true. It was.

A record 38 emerging market ex-China funds have popped up in 2023 and 2024, with a rise of 2300% flowing into these funds in the in past 3 years. Have you jumped on the bandwagon?

The US Federal Reserve has lowered interest rates by 0.5% during their September 2024 meeting. So far, stock markets have responded positively, but interestingly, bonds have not started to rally as expected by many.

Commercial airlines, automobiles, the radio, and the internet may have changed the way we live but it has failed to deliver returns to investors.

Peloton is down -95%, Zoom -88%, Moderna -84%, and Etsy -83% since their peaks during the Covid-19 pandemic. Such a severe wipe out over a couple of years is pretty terrifying to imagine, especially when it comes to your portfolio.

The long term average return from investing in the global market is around +7.36%/year. But in reality, what we get each year can be very far from that number (e.g. almost -20% in 2022, or almost +30% in 2019).

The lack of SGD investment options as well as the need for a global opportunity set naturally comes with exposure to foreign currencies. Is your wealth poised to take on forex movements?