What is a robo-advisor? According to Investopedia, “Robo-advisors (also spelled robo-adviser or roboadvisor) are digital platforms that provide automated, algorithm-driven financial planning services with little to no human supervision. A typical robo-advisor collects information from clients about their financial situation and future goals through an online survey and then uses the data to offer advice …
Setia Flex is a home ownership programme offered by S P Setia Berhad. This company is one of the largest property developers in Malaysia. There is a similar programme from EcoWorld too. There are four different schemes under Setia Flex. They are Flex Promos, Flex Rewards, FlexKey and SEAL. Flex Promos Flex Promos are home …
ToledoTrade is a foreign broker that I am using to invest in US exchange-traded funds (ETFs). Today I am going to talk about the trading platforms it offers. ToledoTrade has a total of four trading platforms. They are Client Portal, Handy Trader, ToledoTrader and ToledoTrader Pro. All the platforms can be accessed from ToledoTrade webpage …
Big Money Thinks Small is written by Joel Tillinghast, a fund manager at Fidelity Investments. He was mentored by Peter Lynch, the legendary fund manager at Fidelity. The author also has a spectacular performance with the fund that he manages too. The theme of this book is about succeeding in investing by avoiding mistakes. Layout …
If you are using Rakuten Trade, I think you must have noticed the notifications in your inbox. What are these notifications? Are they useful? Notifications There are mainly three types of notification: Daily Market Report, Investment Idea and Technical View. 1. Daily Market Report This report is sent on every morning of trading day. It …
HOPE (Link) is a programme from EcoWorld to help purchasers to buy a house, either as a first house or an upgrade. There are two schemes in this programme, namely STAY2OWN (S2O) and HELP2OWN (H2O). STAY2OWN This scheme is a partnership with Maybank HouzKEY. Most aspects of this scheme are the same as HouzKEY. However, …
In July 2019, I encountered my first defaulted note on Funding Societies Malaysia after two years with the platform. Today, I am glad to say that I have recouped my principal and thus, suffer no loss from this delinquent note. What happened? Funding Societies Malaysia managed to get the note issuer to settle the outstanding …
Amanah Saham Malaysia 2 Wawasan (ASM 2 Wawasan) is one of the fixed-priced funds offered by Amanah Saham Nasional Berhad (ASNB). Its latest dividend was paid on 1 September 2019. The amount is RM 0.05/unit which translates to a yield of 5%. Like ASM, the dividend of ASM 2 Wawasan also experienced a significant drop …
(Updated: 9 September 2019) There are a few share reviews based on this strategy, so I feel I should elaborate more on the Down but Rebounding strategy. Thus, today I am going to present this strategy in greater detail. Stock screener I use Rakuten Trade stock screener for the Down but Rebounding strategy to get …
[Notice: Please be advised that there are some US brokers who offer zero-commission trading now.] (Updated: 4 September 2019) I have received an email from this platform which has clarified some points in this article. Thus, I am going to share the information with this update. ToledoTrade (Link) is an online broker that I came …
