Value and small caps, to which the Dimensional equity funds in MoneyOwl’s portfolios are tilted, have been massively outperforming for more than 6 months since the third quarter of 2020. From August 2020 to February 2021, MSCI World Value Index returned 16.1% vs 7.8% for the MSCI World Growth Index, while MSCI World Small Cap […]
Whether the stock market is going up, down or sideways, there is always a reason to worry about it. Psychologists call this the negativity bias that keeps us hooked on bad news and the media, including the financial media, knows it. Last week, a new reason was found in the quick spike in bond yields, […]
8 February 2021
Are you thinking of trading options following the GameStop debacle? Here’s what you need to know before you do.
There is a Singapore tradition of a huge Hongbao Toto Draw during the Chinese New Year season, for prizes of an eye-watering quantum that can be $10 million or more. Some years, you can even reserve bundled packs of tickets beforehand. Will you be buying a ticket? I did so some years ago as part […]
Investment funds were not created equal, so how does MoneyOwl decide which works for you?
Was last week the time of reckoning for the stock markets? For those who worry that investors have been irrationally exuberant, two pieces of news over the past week might make them seem right. The first is the market sell-off in technology stocks towards the end of the week. The US S&P500 fell 2.3% in […]
My son is named Noah, after the biblical prophet who built an ark out of faith. One of Warren Buffett’s lesser-known quotes is based on Noah’s story: “Predicting the rain doesn’t count; building arks does.” Buffett was giving advice about running businesses, but the same applies to investing and financial planning. Many active investment managers […]
What should you rely on for your future retirement and goals?
The 24th and 25th days of March 2020 were two rare consecutive “green” days for the US markets since the COVID-19 sell-off began almost a month ago. From a low point of over -30% from the peak, the S&P500 was up a huge 9.4% on the first green day the expectation of the US Congress […]