9 years 7 months and 6 days. This is how much time has passed since I started managing my family’s investment portfolio of US stocks on 26 October 2010. 19.5% versus 12.7%. These are the respective annual returns of my family’s portfolio (without dividends) and the S&P 500 (with dividends) in that period.

I will soon have to say goodbye to the portfolio. Jeremy Chia (my blogging partner) and myself have co-founded a global equities investment fund. As a result, the lion’s share of my family’s investment portfolio will soon be liquidated so that the cash can be invested in the fund. The global equities investment fund will be investing with the same investment philosophy that underpins my family’s portfolio, so the journey continues. But my heart’s still heavy at having to let the family portfolio go. It has been a huge part of my life...