We manage our capital markets portfolio with three key processes in mind:
- Benchmarking. On a quarterly basis, we compare our portfolio's performance against that of our target asset allocation's in order to receive feedback on our investment decisions.
- Simple Narratives. We focus on investing in simple and easy to understand investment narratives. This not only allow us to have higher confidence on our decisions, but also gives us better flexibility in changing our decisions when our narratives have changed or have been proven wrong.
- Reasonable Fees, Quality Partners. While we take advantage of low-cost options to participate in capital markets such as discount brokerages and index ETFs, we still continue to screen and engage the best possible partners in private banking and advisory, who continously help us fine-tune our investment strategy.
Business News Summary
- Apr. 19, 2024 Asian Stocks Fall as Yen in Range After Japan CPI
- Apr. 12, 2024 Stocks Face Pressure Before Jobs Data, Yen Rallies
- Apr. 05, 2024 Stocks Face Pressure Before Jobs Data, Yen Rallies
- Mar. 22, 2024 Asian Shares Decline After US Stock, Bond Selloff
- Mar. 15, 2024 Asian Shares Decline After US Stock, Bond Selloff
- Mar. 08, 2024 Asian Stocks Gain Ahead of Jobs Data, Yen Firms
Common Cents
- Apr. 18, 2024 Higher for Longer
- Oct. 11, 2023 Reverse Course
- Sept. 26, 2023 Higher for Longer
- Sept. 19, 2023 All Eyes on the Fed
- July 26, 2023 The Unbelievable Rally
- July 13, 2023 The Tide Has Turned--Maybe
- July 6, 2023 Slow Week... and Then Some
- June 21, 2023 The Magnificient Seven
- June 09, 2023 Approaching Halftime
- April 25, 2023 A Looming U.S. Recession - How Long and How Deep
- March 23, 2023 Common Cents - CoCo Loco
- March 14, 2023 Common Cents - Banking Rules