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How did the Early Retirement Masterclass portfolio fare in 2021?

erm results 2021

Every year, I’ll spend some time reflecting on the ERM portfolio, here’s my take on the 2022 markets. The unique selling proposition of the Early Retirement Masterclass (ERM) is that it strives to minimise the conflict of interest between the trainer and the student. In this programme, students study the stocks flagged by factor models … Read more

Daiwa House Logistics Trust – Good IPO portfolio and warm investor reception but what is going on with their ROFR?

daiwa-house-log-trust

Here is a brief overview of Daiwa House Logistics Trust (DHLT) that had just officially IPO-ed: The IPO Price was S$0.80 (Ticker SGX:DHLU) Forecasted distribution yield for 2022 is 6.5% There will be 244.4m units on offer in total. Public tranche of 25.0m units and placement tranche of 219.4m units The total number of Units … Read more

The Joy of Cash

While there are plenty of discussions about asset classes like equities, bonds, commodities or even cryptocurrency, there is not much ink being spilt on cash which is the asset class almost all of us have. This article attempts to articulate the essential points of managing cash in Singapore. The most critical point about having cash … Read more