Recently, the market is filled with noises around the power of individual investors such as WallStreetBets (WSB) on Reddit. This market phenomenon triggers a recent
Category: Asset Allocation
Infrastructure Investment Theme
More and more, we have stepped away from a traditional monetary response paradigm into a fiscal response paradigm. With an almost zero interest rate, there
The needs for diversification
First of all, I wish everyone a happy new year. Since my last blog on Bitcoin and Crypto on Dec 18, the bitcoin (BTC) price has
Bitcoin, Blockchain and Crypto Currency
Bitcoin and cryptocurrencies as a group are making a run in the last few days, especially Bitcoin. It is not surprising since a lot of
Revisit Rationales behind Commodity Investments
The market is in a very weird mode at this moment. The US currently faces many issues today, ranging from unstoppable Covid-19 spread, uncertainties with
Fed liquidity and Portfolio Implication
Since cash yield almost nothing these days, and bond yield is very low, everyone is pushed into the stock market. Federal reserve’s money printing has
Risk and Balance
In our previous blog, we mentioned about Permanent Portfolio and why it is an interesting approach to balance uncertainty between inflation and deflation. You can
SPAC and Venture Investments
2020 is the year of Special purpose acquisition companies (SPACs). Without a doubt, since our days of watching IPO trends, we have not seen so
Kiplinger 25 Model Portfolios
In April of this year, Kiplinger put together an article on 3 sample portfolio with 25 of its most favorable mutual funds. At the article
Better Portfolio Protection
We talked about how to use Sortino Ratio as a way to judge risk/reward ratio in our last blog post. Given the fast rising valuation
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