Author: betterspider

Sharesight Review – portfolio and dividend tracking

For more seasoned investors, we like the idea of tracking our stocks, bonds or other assets and managing our investment portfolio. This can come in the form of profit and loss tracking, dividend income tracking/forecast, as well as comparing our portfolio against an index or other benchmarks. With portfolio tracking spreadsheets and platforms, we can have a realtime understanding of our portfolio performance, track dividend and corporate actions, and more. Such insights can give us a powerful understanding about our investment strategy and refine them if necessary. The following content contains a non-sponsored review of ShareSight. Portfolio tracking and...

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Sharesight Review – portfolio and dividend tracking

For more seasoned investors, we like the idea of tracking our stocks, bonds or other assets and managing our investment portfolio. This can come in the form of profit and loss tracking, dividend income tracking/forecast, as well as comparing our portfolio against an index or other benchmarks. With portfolio tracking spreadsheets and platforms, we can have a realtime understanding of our portfolio performance, track dividend and corporate actions, and more. Such insights can give us a powerful understanding about our investment strategy and refine them if necessary. The following content contains a non-sponsored review, but may contain affiliate links....

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StashAway updates: new asset classes and re-optimization

StashAway announced some interesting new changes on the platform earlier today. The changes include an increased number of asset types, the number of geographies available for investment, and an ad-hoc portfolio re-optimization to cater to the change in economic conditions. Launching 13 new asset classes (bringing the total to 32) and geographies StashAway’s fund selection universe now includes 13 new asset classes, including international treasury bonds (iShares International Treasury Bond ETF), Global ex-US REITs (Vanguard Global ex-U.S. Real Estate ETF), international inflation-linked government bonds and some industry sector-specific ETFs like healthcare, energy and finance. The geographies that StashAway considers...

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The All-Weather Portfolio by Ray Dalio

The all weather portfolio is often said to be the best diversified portfolio mix for every season, in every economic cycle. But is it suitable for you? Preface The recent weak economic data from China and Germany, flattening of the US treasury yield curve and escalating trade rhetoric by President Trump saw a sharp selloff in global equities. Investors were placed on a risk-off mode as gold and long-term US treasuries saw their prices heading up while global equities have traded range-bound for the past year. The world’s superpowers are embroiled in a year-long trade war with little signs of...

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UOB One Card – the best everyday card

Brilliant credit cards have a few things in common – they are easy to use, applicable everyday and give consumers the power to choose. With that in mind, I officially declare my new favourite everyday credit card – the UOB One Card. Switching from CIMB Visa Signature Many good things do not last long. After CIMB changed the terms and conditions of their generous 10% cashback Visa Signature card in July, which made me a happy camper for four months – receiving a total of almost $500 worth of cashback from them also thanks to their signup bonus – I...

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