Investors of the Roundtable

00:00 Introduction03:05 Protecting capital04:26 Singapore Savings Bonds05:00 Index ETFs10:42 Portfolio allocation11:33 Volatility12:50 Dividend stocks14:30 CPF 16:39 Corporate bonds?17:42 Key Risks📧 THE FIFTH PERSON NEWSLETTER - Subscribe for Free Exclusive Webinars and More!https://fifthperson.com/newsletter/📖 FREE EBOOK - A Quick-start Guide to Winning the Game of Stockshttps://fifthperson.com...

Thinking of buying QQQ? In this roundtable, we break down what’s inside the Nasdaq-100, why QQQ may not be the best choice, and explore cheaper U.S. ETFs with similar exposure, along with more tax-efficient Irish-domiciled alternatives. We also highlight other tech ETF options beyond the Nasdaq-100 to help you build a more balanced and cost-effective portfolio. All this and more in our latest epis...

Not sure which S&P 500 ETF gives you the best value? In this roundtable, we compare the cheapest options, from US-domiciled ETFs like VOO to Irish-domiciled ones like CSPX, and reveal the cheapest S&P 500 ETF we've found so far. We also break down key differences in taxes, AUM, and bid-ask spreads to assess which ETF is the most efficient overall. If you’re already invested in the S&P...

Discover how this 'under-the-radar' Singaporean company has become a key niche player in the global semiconductor industry through its high-precision consumables and strategic expansion into wafer fab equipment. We invite the CEO for an interview and dive into the company’s competitive advantages, discussing its exposure to tariffs, the semiconductor cycle, and emerging growth drivers such...

NTT DC REIT has launched a US$773 million IPO, marking the largest REIT listing in Singapore in over a decade. In this video, we explore the quality of NTT’s data centre assets and whether they stand out in a growing digital infrastructure market. We also break down the key near-term risks investors should watch out for, including tenant concentration, tax structures, and leases. Finally, we share...

We asked our followers to share their most pressing questions about investing and we’re answering them! Can you still invest at all-time highs? What if the market crashes? Where's the best place to park your money during a crisis? Can I invest in just one ETF for life? How do I know if my investments are on the right track? We answer all these questions and more in our latest roundtable!

Looking to grow your cash in 2025 without taking big risks? In this roundtable, we explore some of the best low-risk cash investment options in Singapore that can help you earn better returns while keeping your money safe and accessible. Whether you're saving for the short term or planning for retirement, these strategies will help you make smarter decisions with your SGD. All this and more in our...

Is 2025 a great time to invest in Singapore REITs? In this roundtable, we explore the key factors shaping the REIT landscape -- from recent mergers and the performance gap between large and small-cap REITs, to the outlook on interest rates, current valuations, and what defines a high-quality REIT. Whether you're a seasoned investor or just getting started, this breakdown will help you assess t...

Is Alphabet the most undervalued stock in the Magnificent 7 right now? In this video, we break down Alphabet’s valuation using its historical charts, explore why the stock is trading cheaply, and dive into the major risks -- especially the impact of generative AI on Google’s core business model. Are these threats temporary or structural? Plus, we explain how to value companies like this yourself,...

In this roundtable, we reveal how we achieved a 5X return on our investment in one stock by sticking to a clear, investment thesis rooted in fundamentals and valuation discipline. We break down the company's business model, the key catalysts we identified early, and the exact moments we decided to buy and sell. Most importantly, we highlight why valuation is everything and how our investment frame...

In this roundtable, we welcome back AK, a seasoned dividend investor earning $200K+ a year. We ask him why a high-earning dividend investor loves Alibaba? Is it the valuation? The long-term growth potential? Or something else entirely? We also pick his brain on U.S. tariffs, his latest moves with Singapore banks and REITs, and his outlook for 2025. Don’t miss this candid and insightful conversatio...

In this episode, we explore the best types of stocks to invest in during a trade war, focusing on four key traits that help companies stay resilient—and even gain an edge—amid global trade disruptions. We also highlight potential turnaround plays that could rebound strongly if tariffs are eased. Tune in to learn how these characteristics shape our watchlist and where we see opportunities in today’...

We attended the annual general meetings of Singapore’s major banks and share key insights straight from the ground. From trade war concerns to interest rate expectations, we unpack what the banks’ leadership had to say and how it could impact your investments. We also compare the banks' performances, assess current valuations, and highlight each bank’s unique growth drivers for the year ahead....

In this roundtable episode, we review an $800K portfolio belonging to a single mother in her 40s who’s aiming to build a six-figure passive income through dividends and retire in 15 years. Is she on track to hit her target, or does her portfolio need a boost? What financial considerations should she plan for her child? What types of stocks are best for generating stable, long-term passive income?...

Trump has announced a 90-day pause on most global tariffs (excluding China, which now faces 145% duties) raising key questions for investors. In this roundtable, we discuss what led to the sudden shift, examine the reasons behind Trump’s decision, and explore what investors should do next. Could this be a temporary move before more aggressive action? Or a sign of softening due to blowback from the...

Market volatility can be unsettling, but emotional decisions often lead to poor investment outcomes. In this roundtable discussion, we explore why it's essential for investors to stay calm and share practical strategies for navigating market turbulence—especially in light of the latest tariffs announced by President Trump. We break down what these tariffs mean, their potential impact on the gl...

Frasers Centrepoint Trust (FCT) is making a major move by acquiring the remaining 50% stake in Northpoint City South Wing for S$1.17 billion, bringing its ownership of the entire Northpoint City mall to 100%. Northpoint City, located in Yishun, is the largest mall in northern Singapore, with a combined net lettable area of over 531,000 square feet. Its seamless connection to Yishun MRT and bus int...

In this roundtable, we cover the essential building blocks of a successful investment portfolio — from understanding the classic 60/40 rule to reviewing real-life portfolio strategies. We dive into valuation techniques, portfolio rebalancing, and the importance of staying aligned with your financial goals, especially in today’s ever-changing market environment. You'll also hear thoughts on cur...

At this roundtable, we review a $2.5M+ portfolio from a retiree in his 60s. How long did it take him to build a seven-figure portfolio? What types of stocks should he hold for retirement? Should he consider U.S. ETFs? We analyze his holdings and discuss how he can optimize his stock portfolio to meet his investment goals and enjoy his golden years. All this and more in our latest episode!

After enduring years of negative news and a three-year bear market, the Hang Seng Tech Index has surged 38% year-to-date. Why are Chinese stocks rallying now? What’s driving this rebound, and is it sustainable? In this roundtable, we explore companies that remain undervalued and present strong investment opportunities, key factors to watch in the Chinese stock market, and reveal one quick and simp...

Cuscaden Peak Investments has proposed to privatize Paragon REIT with an offer of S$0.98 per unit, valuing the REIT at S$2.78 billion. This bid represents a premium over recent trading prices, but is it a fair deal for unitholders? In this roundtable discussion, we analyze the valuation and financials of Paragon REIT, whether the offer price reflects its true intrinsic value, and what unitholders...

The Singapore banks—DBS, OCBC, and UOB—have performed remarkably well over the last five years. Since 2020, DBS's share price has more than doubled and its dividend per share has nearly tripled. But are valuations now overstretched, making Singapore bank stocks too expensive? In this roundtable, we analyze the FY2024 results of all three banks, explore the potential impact of macro events, and...

The launch of DeepSeek, an open-source Chinese AI model, shook the U.S. tech industry, causing Mag 7 stocks to drop amid fears of reduced demand for high-end chips. But what does this mean for data centres and, more specifically, data centre REITs? In this roundtable, we discuss why DeepSeek is ultimately a positive development for the AI industry, why not all data centers and data center REITs ar...

A recent Straits Times article revealed that, according to a poll of 3,000 people, $600K is considered enough to retire in Singapore. But is $600K truly sufficient? In this roundtable, we dive into how much you actually need for retirement, how to calculate your ideal retirement sum, and strategies for building a portfolio of investments that generate passive income to sustain your retirement life...

We dive deep into the performance of the top REITs in Singapore, Malaysia, and Hong Kong that have been listed for at least 10 years, analyzing their total returns, dividend yields, and capital appreciation over time. Which are the best REITs in each market? What common trends have helped certain REITs deliver consistent long-term returns? What factors separate successful REITs from those that str...