Investment Moats

Apparently REITs returns have been so shit that some investors think they have always been shit.

Well, here is a chart of REITs versus the Indexes which… recently you would acknowledge that have done well:

Click to vie...

I got to apologize firstly for the lack of post recently.

The mind has been tied up with too much thread of things at work that I don’t have time to write about anything. I do know the 2-year, 10-year and 20-year yields have been going up.

The tough thing is determining the cause of it. Is inflation too hot or future growth is too bright? It’s also how lo...

I was chatting with some friends online and decided to look up some stats. Since last year was pretty good for a lot of small cap stocks, I thought the performance of the MSCI Singapore small cap index would be much better than the MSCI Singapore index.

For reference, the MSCI Singapore index is a 16-stock index unlike the Straits Times index. And it is rather conc...

I would periodically update everyone my personal spending. This is the update for this month.

You can review my past spending logs by going to the personal notes section of investment moats here in the future.

How I Group My Spending.

One...

I was involved in some online discussion regarding a post that an adviser made. Feels so AI generated:

1 Sept 2023 : S&P 4515, STI 3233
Today : S&P 7718, STI 5801

Index return
S&P500 : 70.9% (total return incl. dividends 74%)
STI: 79% (total return including dividends 90%)
Worst still if you adjust for fall US$ the gap is h...