Author: The Turtle Investor

AutoWealth had its 3rd anniversary celebration at HRVST yesterday birthday, and yours truly was lucky enough to be invited to grace their event – as their client, obviously 🙂 Gotten myself a cool door-gift from AutoWealth. Hmm. A passport HODLer, it seems to be a timely reminder for clients who invested via robo-advisors, perhaps? Hidden meaning LOL. I attended alone despite being able to bring along a guest (didn’t manage to find someone who is free haha), which often made it easier to strike conversations with random strangers who attend such events by themselves as well. Really enjoyed the...

A feeling of deja vu. I didn’t expect history so quickly, just eight months later. Rather than write something again, read this for my post in February 2018. Robo-advisors ain’t a sprint. It’s a marathon. Don’t start, and don’t sign up if you’re not going to hold for ten or fifteen years. The same goes for index investing. It ain’t the holiday grail, but having resilient components allow me to sleep well at night. Market has been pretty volatile lately. No idea where this picture originated from but I thought it is an interesting share. Sometimes, the market is just being...

For index investors, we have come a long way since 2013. Fortunately, the tools available to us have changed dramatically over the years! I wrote about it last year, and this is a quick recap. More tools, while providing more options, also means that it is going to be slightly more complicated for the novice investor. How has it changed the way I invest? Index Investing is boring, and there isn’t really much of any new materials to write about. What I wanted to blog about is really the idea of an asset allocation approach of looking at our portfolio. When...