tim@emorningcoffee.com
Revisiting semi-conductors
This article takes a quick look at the semi-conductor value-chain, including chip designers, fabricators and chip machinery makers.
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Home: Welcome
My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
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tim@emorningcoffee.com
Jan 256 min
Portfolio update Dec 31, 2023 (4Q23 and FY 2023)
This article provides a 4Q23 update on my personal portfolio. I was conservatively positioned going into an unexpectedly strong quarter.
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tim@emorningcoffee.com
Jan 231 min
Some investment "thoughts" to start off the new year
2023 was an amazing year for nearly all traditional asset classes around the world. Can this carry-on? This article covers my thoughts.
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tim@emorningcoffee.com
Dec 7, 20238 min
Spending your retirement savings
I wrote about portfolio allocation pre-retirement a few weeks ago. This article is about “sizing” your drawdowns after you retire.
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tim@emorningcoffee.com
Nov 30, 20237 min
Personal portfolio allocation
This article is about the allocation of yours savings across different asset classes to maximise returns given your risk profile
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tim@emorningcoffee.com
Nov 15, 20234 min
Happiness and wealth
Happiness is the prize, wealth can be a by-product by following a few simple rules, and starting early in life.
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tim@emorningcoffee.com
Oct 26, 20234 min
3Q2023 portfolio update
The 3Q23 was not good for stocks and bonds, reflected in the returns in my own portfolio. But returns YtD have been decent enough.
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tim@emorningcoffee.com
Jul 20, 20237 min
The great reveal: 1H2023 update
This article is an update to an article I penned in February regarding my personal portfolio. For me, it's painful reading!
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tim@emorningcoffee.com
May 15, 20237 min
FINANCE 101: The rationale for retirement savings plans
This article discusses the rationale for establishing retirement savings, the sooner the better. Corp plans are especially attractive.
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