The late, great Charlie Munger gave the world countless pieces of timeless advice. I think his greatest “mental model” was inversion. Basically, if you’re looking for a favorable outcome, simply…
Like an ex-spouse, the Safety Net model is fickle and unforgiving. Screw up with a year of negative cash flow growth (or even the potential for a down year), and…
The powers that be are playing a high-stakes game of “tariff roulette”—and I don’t know about you, but I don’t want to put my life savings on the table here!…
When the market starts to tumble, more aggressive investors often start looking for bargains in the list of previous top performers. For example, American Express has fallen nearly 30% from…
Although some tariff hikes have been paused, a recession is still very much in play. Just a few days ago, I wrote that “this is the time to recession-proof our…
The market has been super bumpy over the last several weeks. Volatility has picked up in a major way. But here’s the thing: Volatility is a feature, not a bug.…
As the stock market continues to plummet due to the implications on global trade from President Trump’s tariffs, investors need to seek out safe haven stocks to ride out the…
Most people don’t like seeing stock prices go down. It triggers a very natural emotional response associated with pain and loss. But for long-term investors, lower share prices are a…
The only thing I love more than dividends is dividend growth. And ‘tis the season for payout raises as first-quarter earnings season kicks into gear. I have my eye on…
As the stock market continues to plummet due to the implications on global trade from President Trump’s tariffs, investors need to seek out safe haven stocks to ride out the…
Technology has become the single most important sector in the U.S. stock market. It contains the three most valuable companies in the world — Microsoft (MSFT), Apple and Nvidia. It has…
Saturday, April 5, 2025 Dividend Warrior's Q1 2025 Portfolio Update - S$800k Record-High Portfolio Value Achieved! Equity Portfolio Cost: S$625, 630Equity Portfolio Market Value: S$800, 263Equity Portfolio Unrealised Profit: +S$174, 633 (+27.9%)Portfolio XIRR (1Q2025): +4.7% (inclusive of…