How My SquirrelSave Portfolio Behaved Through the Covid-19 March 2020 Market Crash
May 19, 2020 | Victor Lye, CFA CFP®
We have trained our investment system to cover the 2008 Global Financial Crisis, it is interesting how it navigates a live market crash and ongoing volatility.
Sharp Recovery Since the Covid-19 Crash
Apr 14, 2020 | Victor Lye, CFA CFP®
China's Shanghai Composite and Japan's Nikkei 225 closed at their highest since mid March 2020. Is this sharp recovery for real?
Getting It Right: Realised and Unrealised Gains/Losses
Apr 7, 2020 | Victor Lye, CFA CFP®
In typical gambling behaviour, people are mostly heading for the exits because they have lost everything (including what they won previously).
Is Covid-19 different from the past crisis?
March 30, 2020 | Victor Lye, CFA CFP®
Yes, Covid-19 is different from the causes of previous crises. There is deliberate policy-induced economic contraction – unlike other crises.
Covid-19: Defining Your Investment Experience
March 30, 2020 | Victor Lye, CFA CFP®
The IMF is forecasting a global recession in 2020. On the bright side, some analysts are forecasting a recovery as early as the third quarter of 2020.
Covid-19: Has Fear Run Ahead of Markets?
March 9, 2020 | Victor Lye, CFA CFP®
Greed and fear are the driving forces behind buying and selling decisions. We buy when there is an excessive greed. We sell when there is an excessive fear.
Market Update Mar 2020
March 2, 2020 | Victor Lye, CFA CFP®
Major benchmark indices such as the Dow, S&P 500 and Nasdaq had the worst week since the Global Financial Crisis of October 2008. The CNN Fear And Greed Index has retraced from extreme greed levels in January to deep fear levels.
SquirrelSave portfolios are doing fine despite Covid-19
February 25, 2020 | Yi-Chen Chia, CFA CAIA FRM
Despite the world fighting the Covid-19 outbreak, SquirrelSave's portfolios are still showing positive performance. Our investments are well-diversified across global markets; mainly allocated to US REITS, US stocks, and China A-shares.
How Covid-19
Affects Investment Strategy
January 30, 2020 | Victor Lye, CFA CFP® & Yi-Chen Chia, CFA CAIA FRM
As with any flu outbreak, there will likely be an acceleration in the number of infections before it peaks and slows down. In the meantime, stay away from high-risk areas, practice good personal hygiene and use common sense. But what about our investments?
Stop Paying
for Bad Performance
November 1, 2019 | Victor Lye, CFA CFP®
In the investment world, those who have more money pay the lowest fees. Those who have less money to invest - pay much more. It’s painful to see how these small investors are fleeced every day.
Whitepaper: SquirrelSave’s F.A.M.E
[Factor Analytics Machine Learning Engine]
Victor Lye, CFA CFP®, Yi-Chen Chia, CFA CAIA FRM
Contents
Section 1: Introduction
Section 2: Pivot’s Factor Modelling with Machine Learning Analytics
Section 3: Portfolio Optimization on Pivot’s Factor Model
Section 4: Personalized Solution – Dynamic Advisory and Rebalancing
Market Update Aug 2019
Aug 10, 2019 | Victor Lye, CFA CFP®
The global risk outlook has risen compared to 3 months ago. Concerns over global growth remain high amidst trade war fallout fears. Gold touched fresh multiyear highs while bond yields continue to fall. Negative interest rates threaten wiggle room for policy actions.
Smart Investing with
Global Diversification at SquirrelSave
Jun 13, 2019 | Victor Lye, CFA CFP®
Internet social media has shifted the way news or facts are delivered and perceived – with profound implications for the way we should invest. I am asked by many these days about the implications for their investments because of the news frenzy about the USA-China trade war. I can understand the anxiety. Yet, I need to remind ourselves about our human short-term memories.
Why Replace The Human
Investment Manager?
May 21, 2019 | Victor Lye, CFA CFP®
When investors ask me what I do, I cheekily tell them that I intend to replace their human investment manager. They think I am doing a marketing pitch for them to appoint me as their investment manager. When I clarify that I am not proposing myself in place of their investment manager and add that I am not claiming to be better than their investment manager, they get puzzled and curious.
The Good Old Days,
and The Fantastic Days Ahead...
May 7, 2019 | Victor Lye, CFA CFP®
Many years ago, when I was a stockbroker, I researched companies listed on various stock exchanges. Based on my research, I would recommend buying or selling the listed shares of specific companies to professional fund managers who typically managed unit trusts or mutual funds[1].
Applying Serious Gaming
to Improve Risk Profiling Analytics
Victor Lye, CFA CFP®
In this White Paper, we share how SquirrelSave breaks new ground with gamification of risk profiling to restore some order to the muddied world of personal investing.
What You Should Know About Unit Trusts
April 18, 2019 | Victor Lye, CFA CFP®
If you are new to investing, it can be very intimidating. Not everyone is schooled in finance or accountancy. Even for first-timers schooled in finance or accountancy, it can be confusing. Not everyone has the same gung-ho risk attitude. Yet there is a fear of losing out when you hear boasts from people who say how much money they made from investing.
Is Risk Profiling Just Another Questionnaire?
April 11, 2019 | Victor Lye, CFA CFP®
For too long, investing has lost its way. With so many financial products and hard-selling, we risk paying too much for something unsuitable. It is an uneven playing field. Yet, we are to blame.
Psst! Are you investing, gambling or speculating?
April 5, 2019 | Victor Lye, CFA CFP®
Many people say they invest. But they are really gambling or speculating! What aboout you? The difference in investing, gambling and speculating is in the underlying personal behavior which depends on attitudes towards the risks involved.
MAY 2020
How My SquirrelSave Portfolio Behaved Through the Covid-19 March 2020 Market Crash
APR 2020
Sharp Recovery Since the Covid-19 Crash
Getting It Right: Realised and Unrealised Gains/Losses
MAR 2020
Is Covid-19 different from the past crisis?
Covid-19: Defining Your Investment Experience
Covid-19: Has Fear Run Ahead of Markets?
FEB 2020
SquirrelSave portfolios are doing fine despite Covid-19
JAN 2020
How Covid-19 Affects Investment Strategy
NOV 2019
Stop Paying for Bad Performance
OCT 2019
Whitepaper: SquirrelSave’s F.A.M.E
[Factor Analytics Machine Learning Engine]
AUG 2019
JUN 2019
Smart Investing with Global Diversification at SquirrelSave
MAY 2019
Why Replace The Human Investment Manager?
The Good Old Days, and The Fantastic Days Ahead...
APRIL 2019
Whitepaper: Serious Gaming in Risk Profiling
What You Should Know About Unit Trusts