Just a quick note to let you know I will be on the road for the next couple of days, so my blog might be taking a short vacation too. Rest assured, I’m not escaping from the markets though it does sound tempting. While I’m away, my ever-reliable TM-IM system will be holding down the…
Author: YH Wong
The world is your portfolio
I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Today, I’m revisiting a post on global diversification for those interested in navigating the global markets. Over the years, I have delivered presentations on global market opportunities at numerous events. Typically, I pose…
Turbocharging your portfolio
This post is not from a dreamer or a scammer looking to sell some products. What if you are aiming for a more aggressive investment strategy, perhaps twice as aggressive. To achieve that, you will need to add some spice to your portfolio and leverage it a bit more to impress someone at a business…
Weathering the storm
Some investors are understandably cautious, given the unpredictable nature of global markets. This morning, I met with some investors who expressed concerns about market volatility in the current environment. They understand that excess cash can become a drag on long-term performance and that the current “high” rates offered by the banks will not last forever….
Focus on the strategy
Imagine you have a big box of building blocks. Sometimes, when you build a tall tower, it gets a bit wobbly, and some blocks might fall off. When that happens, you have to fix it by taking a few blocks away and making sure the tower is steady again. A stock market correction is like…
Faster, higher and stronger
Who cares about another market crash! Taking occasional breaks from the markets to watch the Olympics fills me with an incredible sense of excitement and wonder. The athletes’ dedication and skill are truly inspiring, and each event is a thrilling display of passion and perseverance. At the Paris Summer Olympics, the US and China both…
Survey Monday
Retirement planning is a crucial aspect of financial security that often determines the quality of life during one’s later years. As people live longer and face increasing financial challenges, the need for careful retirement planning has never been more important. I invite you to participate in this survey to share your insights. This survey aims…
The seven levels of consciousness
In his 1963 book “The Science of Existence and the Art of Living”, His Holiness Maharishi Mahesh Yogi states that through the practice of Transcendental Meditation (TM) techniques, over time, the conscious mind becomes familiar with the deeper levels of the mind and the subconscious mind becomes familiar with it naturally. He said he would…
What the Olympics can teach us about investing
More than 3 billion people tune in to watch over 14,000 athletes compete in the Paris Olympic and Paralympic Games. I have been keep track of the on-going Olympics from the sofa and it has not been boring. As an investor, I find the Olympics to be a rich source of inspiration and valuable lessons…
Navigating extreme market volatility
To better understand the management of portfolio risk during this period of persistent volatility, I reached out to one of my brightest partners on my radar for his insights on how he and his macro team navigate the challenges for their clients. He is a partner and a good friend, with whom I have had…