Portfolio

The importance of benchmarking your investments against the Effort Free Rate

The importance of benchmarking your investments against the Effort Free Rate

Imagine a world where there are only two investment opportunities. You are first presented with a risk free investment opportunity; your capital is guaranteed, you have absolute faith in the counter party, and there is zero risk of default. This investment promises returns of n % per annum and you are tempted to invest. The [...]

By February 5, 2013 3 Comments Read More →
7 Reasons for Using Passive Investing Strategy

7 Reasons for Using Passive Investing Strategy

My Passive Investing Portfolio
Both my cash and CPF are invested into passively managed portfolio using Permanent Portfolio strategy. I am able to justify investing with passive portfolio because i have studied this strategy in depth, though about the potential good and bad points, and conclude the risk reward of this portfolio is suitable for my [...]

By November 13, 2012 0 Comments Read More →
10th MasterYourFinance Mentoring Session

10th MasterYourFinance Mentoring Session

I have received many questions that Dennis had passed away and so what happens to his classes? I am proud to say that his wife has decided to carry on his legacy and continue to run MasterYourFinance! She will have a group of core trainers whom Dennis had hand-picked and trained since the start of [...]

By August 15, 2012 2 Comments Read More →
The Ivy Portfolio by Mebane T. Faber and Eric W. Richardson

The Ivy Portfolio by Mebane T. Faber and Eric W. Richardson

The two prominent universities in the Ivy League are Havard and Yale. Besides being famous for their academia, they have large and profitable endowment funds that pay for a large part of the universities’ expenses. How well? From 1985-2008, S&P 500 returned 11.98% and while most fund managers could not beat the market, Yale and [...]

By August 4, 2012 0 Comments Read More →
Asset Allocation – How do you do it?

Asset Allocation – How do you do it?

Asset allocation has been preached by many professional financial advisers. It is also often deemed as the best method for an individual to invest his/her hard earned money in a safe yet rewarding way, and eventually attain his/her desired financial goals in life.
There are a few key principles on how asset allocation works:
1) 3 classes [...]

By November 25, 2008 0 Comments Read More →