Investors of the Roundtable

Are you ready to take control of your finances in 2025? Each year is an opportunity to strengthen your financial foundation, achieve your money goals, and secure your future. In this video, we’re sharing 5 essential steps to add to your personal finance checklist in 2025 that you should consider. If you want to save smarter and invest better, you don't want to miss this! All this and more in our l...

Welcome to 2025! In this roundtable, we discuss the 2025 stock market outlook for the U.S., China, and Singapore. We'll break down the potential factors affecting these economies, highlight sectors that may offer growth opportunities, and discuss potential risks that investors should watch out for. How will U.S. interest rates move this year? Will the Hang Seng outperform in 2025? Are Singapore RE...

In our final roundtable of the year, we look back on the most impactful investment insights and lessons we’ve gained in 2024. What stood out as the biggest investment theme of the year, and how did we position ourselves to benefit from it? Which new strategies and perspectives shaped our approach this year? And, of course, were there any stocks we regret not buying—or wish we had sold—before it wa...

Keppel DC REIT (KDC REIT) has launched a preferential offering to retail unitholders, issuing 148.4 million new units at S$2.03 each. This equity-raising effort is expected to generate approximately S$1.1 billion in gross proceeds, aimed at funding the acquisition of two AI-ready hyperscale data centers in Singapore. Is this acquisition a strategic move, and will it boost the REIT's distribution p...

We’ve hit 50,000 subscribers, and we couldn’t be more grateful to each and every one of you who watch and support our channel! As a way to say thank you, we asked our subscribers to share their most pressing questions about money and investing—and now, we’re answering them! Why does the stock market keep rising? Is a market crash coming? Can you time the market? When's the best time to sell a stoc...

As Trump prepares for a return to the White House, what are the key pillars of his economic agenda? Could his policies trigger a resurgence of inflation and higher interest rates? Will U.S.-China relations grow more strained? We break down how Trump’s proposed policies could shape the stock market and influence your stock portfolio in the next few years to come. All this and more in our latest epi...

Hongkong Land is a leading property investment, management, and development group renowned for its premium office and retail spaces in central Hong Kong and Marina Bay, Singapore. Its stock recently surged 18%, marking a 26% gain year-to-date, yet remains undervalued, positioning it as a potential dividend-growth opportunity. Join us in our latest episode as we unpack the reasons behind Hongkong L...

Labubu fever is sweeping across town, and we're diving into the company behind the collectible toy sensation — Pop Mart International. Pop Mart, a Chinese toy company, is famous for its blind-box collectible designer toys and has expanded rapidly, boasting over 350 stores and 2,000 vending machines in more than 23 countries. We explore whether the demand for Labubu is sustainable, analyze Pop Mart...

Singtel, a leading communications technology group headquartered in Singapore, provides a wide range of telecommunications, digital, and information technology services across global markets. But the liberalisation of Singapore’s telco industry in recent years led to increased competition and a decline in Singtel's dividends. With its 'strategic reset' and the Singtel28 vision, can Singtel reclaim...

In our latest roundtable, we dive into the four main types of FIRE — LeanFIRE, FatFIRE, BaristaFIRE, and CoastFIRE — and explore whether there’s a 'best' approach. Which type of FIRE is right for you? Do you really need to retire early, or is financial independence the true goal? We also discuss the limitations of FIRE, from the sacrifices involved and finding a balance in pursuit of financial ind...

The Singapore Straits Times Index (STI) recently hit a 17-year high, but can it sustain its upward momentum? While Singapore’s stock market has often been perceived as slower growing compared to markets like the U.S., it offers distinct advantages that attract certain investors. In this roundtable, we share why we still love investing in Singapore and discuss ideas that could inject new vibrancy i...

Is it possible to reach a $100K net worth by age 30? According to a recent online poll we conducted, about 20% of Singaporeans manage to achieve this financial milestone by that age. By examining the latest wage statistics in Singapore and outlining key strategies, we can explore the steps one can take to build a six-figure net worth before turning 30.

The Hang Seng Index has surged over 30% year to date, with the majority of gains occurring over the last eight trading days. What's driving this rapid rise in the Hong Kong market? We'll explore the key factors behind the rally, assess whether Hong Kong/China stocks remain undervalued, and analyze the sustainability of this upward trend. If you're currently holding Hong Kong/China stocks in your p...

Join us as we welcome back AK, an investor earning $200K/year in dividends, for another insightful session. We’ll catch up on his activities over the past year, explore his recent portfolio adjustments, and discuss how the Fed's interest rate cuts could impact his near-term strategy. We'll also find out if he's eyeing Singapore banks and REITs or bolstering his cash reserves. Tune in f...

CapitaLand Integrated Commercial Trust (CICT) is offering preferential units to unitholders at S$2.007 per unit. Combined with a private placement, the REIT aims to raise S$1.1 billion, which will be used to acquire a 50% stake in ION Orchard, a luxury mall situated in Singapore's prime shopping belt on Orchard Road. Should you subscribe to the preferential units? Is the offer price of S$2.007...

The U.S. Fed is widely anticipated to cut interest rates following their September meeting, although this has yet to be confirmed. How might a potential rate cut influence your portfolio and near-term investment decisions? How will bank stocks be affected? Is it time to consider rotating your exposure from banks to REITs? We discuss all this and more in our latest roundtable.

At this roundtable, we review a portfolio from an undergraduate who started investing when he was just 18 years old! 'M' is now 24 years old and currently studying at the National University of Singapore. He invests primarily for growth, with a small focus on income. How well is his portfolio doing for him? How did he initially fund his investments as a student? What near-term risks should...

Investing in your 20s is vastly different from investing in your 40s, 50s, and beyond. As you grow older, your financial needs, investment goals, and risk tolerance will evolve. So, how should you adjust your portfolio to meet your goals as you approach retirement? Should you shift entirely into fixed income to reduce risk? How does CPF fit into your strategy? And how can you continue to beat infl...

At this roundtable, we welcome Matthew, who reached financial independence at the age of 37—while raising two young children, aged 5 and 2. He works a regular job and earns a modest salary, yet he’s fully paid off his home while supporting his family on a single income, with his wife as a homemaker. So, how did he manage to achieve financial independence at just 37? We interview Matthew to uncover...

At this roundtable, we review a $900K+ portfolio from one of our viewers. 'Iceman' is a foreigner living in Singapore, looking to buy a home and retire here. He is in his 40s and married with a kid. How well is his portfolio doing for him? Can he save enough to buy a home in Singapore? What strategies could he use to improve his financial position further? We analyse each holding and discu...

Despite our best efforts, not every stock investment will be successful. Losses are an inherent part of investing. But what should you do when you experience significant losses in the stock market? How should you react if a stock you own drops by 50% or more? Is there any hope if a stock plummets by 90%? At this roundtable, we share real-life experiences of our stock market losses and discuss the...

On 19 July 2024, CrowdStrike experienced a critical technical issue leading to a global IT outage. The event disrupted services for banks, airlines, and many companies using CrowdStrike services, impacting millions of users worldwide. As a result, many organizations experienced delays in their operations, and CrowdStrike's stock has dropped by 30% since. In this episode, we explore whether now...

Do U.S. presidential elections affect the stock market? Does the market tend to perform better during election years? Does it do better if the Democrats or Republicans are in charge? How will a Harris or Trump presidency affect your portfolio over the next four years? We delve into the historical data and find out whether the influence of the President is as significant as many believe, or if broa...

Can you retire comfortably by investing in just three funds? The Boglehead portfolio, inspired by the principles of John C. Bogle, the founder of Vanguard Group, consists of only three funds: a domestic total stock market index fund, an international total stock market index fund, and a bond total market index fund. We discuss the advantages of the Boglehead approach and how Singaporeans can tweak...

The "5Cs" -- cash, car, condo, credit card, country club membership -- are five material aspirations commonly sought after by Singaporeans and considered symbols of success and wealth. But with the rising cost of living, are the traditional 5Cs now out of reach for the average Singaporean? Do younger Singaporeans even care about the 5Cs in this day and age? At this roundtable, we discuss...