In this 2024 asset allocation article, I will share my year-end allocation in both Malaysia and foreign markets. Target asset allocation Malaysia My target allocation is 10% P2P lending and 90% stock. I am only considering equities, mutual funds and peer-to-peer (P2P) lending. Foreign My current target allocation is 20% in bonds, 74% in equity …
This article is the final part of my 2024 investment review. For my Malaysia investment review, you may refer to this article. For my foreign investment review, you may refer to this article. This review covers all my stocks, mutual funds, exchange traded funds (ETFs), and trust in Malaysia and US. As I am based …
This article is the continuation of my 2024 investment review. For my Malaysia investment review, you may refer to this article. This 2024 foreign investment review covers my exchange traded funds (ETFs), a stock, and a trust in the US market. I will show the gain or loss for each ETF. In the end, I …
In 2024, I found out that Interactive Brokers (IBKR) offers some advantages over Firstrade (click here to learn more about Firstrade) and Gotrade. Thus, I decided to transfer my portfolio in Gotrade to IBKR. In this IBKR review, I will share my reasons of switching to this brokerage. Funding of the account The main reason …
In this 2023 asset allocation article, I will share my year-end allocation in both Malaysia and foreign markets. Target asset allocation Malaysia My target allocation is 10% P2P lending and 90% stock. I am only considering equities, mutual funds and peer-to-peer (P2P) lending. Foreign My current target allocation is 20% in bonds, 74% in equity …
This article is the final part of my 2023 investment review. For my Malaysia investment review, you may refer to this article. For my foreign investment review, you may refer to this article. This review covers all my stocks, mutual funds, exchange traded funds (ETFs) and trust in Malaysia and US. As I am based …
This article is the continuation of my 2023 investment review. For my Malaysia investment review, you may refer to this article. This 2023 foreign investment review covers my exchange traded funds (ETFs) and a trust in the US market. I will show the gain or loss (including dividends) for each ETF. In the end, I …
I have just opened my Gotrade account in May 2023 and it has reviewed its fee structure in June 2023. With this fee revision, I would not recommend this brokerage now. Gotrade fee update Previously, Gotrade did not charge any trading fee. However, with this fee revision, it starts to charge 0.3% commission per trade, …
(Update 1 July 2023: This foreign broker is not recommended anymore. Read more here.) Recently, I found a new foreign broker which is open to Malaysians and allows commission-free trading. In this Gotrade review, I will share my experience of using it to trade US stocks. Why Gotrade? I have two foreign brokers (Firstrade and …
Recently I discovered that Firstrade has a dividend reinvestment plan (DRIP) which I believe is beneficial to long-term investors. What is a DRIP? DRIP automatically converts the dividend into shares of the dividend-paying stock. By taking advantage of this plan, we can enjoy the benefits of compounding returns without having to place an order, pay …
