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: Mutual Fund
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
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
Health and Biotech Funds
Given how much impact coronavirus had in our lives, this year is shaped by medical and health related discussions around coronavirus-related medicine, pharmaceuticals, and therapeutic.
Growth Opportunities
This has been an amazing year for growth stocks, especially technology-related. One of the ETFs that has gained a lot of attention is ARK Innovation
Going “Green”
Finally, it is election day! Even though the final vote count won’t come out until a few days later, at least we are getting close
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
Water related investments
One of the key investment themes these days is around environmental sustainability. Within that sector, there is a lot of attention to renewable energy such
Managing Uncertainty
In a previous blog, we discussed “volatility fear Index (VIX)” and how we can use it to manage and hedge some of our portfolio exposures.
Permanent Portfolio Fund
In one of the previous blogs, we talked about how to construct a permanent portfolio with Ray Dalio’s model which emphasizes a fairly comprehensive mixes
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