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Night at the Races Event
When: 1 October (Tuesday)
Where: Singapore Cricket Club, Padang Restaurant

REITs – Pros and Cons of “Virtual Property” investment?
A “REIT” (Real Estate Investment Trust) is, quite simply, an investment asset type in the same way that a “Bond” or an “Equity” is an investment asset type.Just as an “Equity” (e.g. as identified by the ticker “MSFT”) generally relates to a legal corporate structure known as a “limited company” (e.g. as identified by the

Portfolio Analysis Basics #4 – Focus on “Asset Type Diversification”
Diversification can be neatly summed up by the well-known phrase “not putting your eggs in one basket”. In the context of investing, the “eggs” can be thought of as the funds or other assets held within the “basket” of a portfolio.

Portfolio Reallocation – Was it the right decision?
In this week’s article, I take a look at a portfolio I reallocated several months ago to ask the pointed question: “was it the right decision?”. At the time, I had discussed with the client (inherited from another Financial Advisory firm in Singapore) the basis for my proposal to sell him out of funds he was in; due to poor past

I’m a “Balanced” investor. Are my returns “Balanced”? Or “Mediocre”?
I recently inherited a client from another Financial Advisory firm in Singapore. After being assessed as having a “Balanced” risk profile, the client’s pension had been fully allocated in January 2017 to a “Balanced” fund of funds.
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