Investors of the Roundtable

Whether you're just beginning your investment journey or can only set aside a small amount each month, we discuss how you can start investing with as little as $200 a month. We share why starting small can be advantageous for you as an investor down the road and explore an alternative way to start investing beyond ETFs and index investing. All this and more in our latest episode!

At this roundtable, we review a $300K+ portfolio from a food delivery rider in his mid-30s who plans to continue this work until retirement. How did he build a six-figure stock portfolio? What does he invest in? What strategies could he use to improve his financial position further? We analyse his holdings and discuss how he can optimise his stock portfolio to reach his investment goals even faste...

At this roundtable, we pick and compare three of our favourite artificial intelligence ETFs. We consider each of their 10 top holdings, weightings, fees, and investment returns. Which is our number one pick? Are ETFs the best way to gain exposure to the AI industry? Or is picking your own AI stocks a better way to go? We discuss all this and more in our latest episode!

At this roundtable, we review a $700K portfolio from one of our viewers. 'R' is in his late 30s, a homeowner, and married with a kid. How well is his portfolio doing for him? What strategies could he use to improve his financial position further? We analyse each holding and discuss if he should hold, cut his losses, and recycle his capital into higher quality stocks. All this and more in o...

Is there an 'ideal' percentage of your income to save each month? Could saving 30% of your income be the perfect approach? Or would 50% be better? How about going to the extreme and saving as much as 80% of your income? At this roundtable, we discuss how much you should set aside for your bills, savings, investments, and spending. And why saving TOO much isn't always the best strategy...

At this roundtable, we discuss how we would invest $100K in the markets right now. Would we deploy everything into the U.S. stock market? How about Hong Kong/China with its attractive valuations? Or should we be more conservative and park the money in bonds right now? We share all this and more in our latest episode. Please note that this information does not constitute financial, investment or an...

One of the most popular and more accessible ways to gain exposure to the U.S. market is through the S&P 500. Historically, the S&P 500 has returned an impressive average annualized return of over 10% over the last 20 years. Among the various ways to invest in the S&P 500, the SPDR S&P 500 ETF (SPY) stands out as a popular choice for many investors. It is the largest ETF in the worl...

We recently attended the annual general meetings of all three Singapore banks to gain insights into their strategies and outlook in a decreasing interest rate environment. How do they plan to grow their income if interest rates are cut? Will they return extra capital to shareholders after Basel IV? Are their dividend yields still attractive for investors right now? We discuss all this and more in...

Keppel DC REIT reached an all-time high in 2021 as the demand for data centres exploded post-pandemic. But since its peak, the REIT has been on a slow downward trend. Despite a brief recovery in 2023, KDC REIT is now trading near its five-year low. Why is KDC REIT doing so poorly now? Can it maintain its dividend to unitholders? Will it ever recover to its post-pandemic peak? In this episode, we s...

At this roundtable, we welcome back Chee Hoi, our investment analyst at The Fifth Person, who shares more about how he manages a successful dividend portfolio for his family. We ask him about his favourite markets to invest in for dividends, his approach to selecting stocks, and how he balances risk and return to sustain long-term growth and secure financial stability for his family. If Chee Hoi c...

Louis Vuitton Moët Hennessy (LVMH) is a global leader in luxury goods. But is it also one of the best recession-proof stocks in the world? Do the rich continue to spend on luxury even during a recession... or does the data prove otherwise? At this roundtable, we discuss LVMH's retail business empire and analyse its financial data during a recession to find out if LVMH is truly as recession-pro...

Tencent is one of the world's largest technology companies with exposure to various sectors such as social media, entertainment, mass media, and artificial intelligence. However, its stock is still underwater from its post=pandemic peak in 2021. At this roundtable, we discuss the recent performance of Tencent's various business segments and whether its stock is still significantly underval...

For the longest time, SATS had been one of the most stable dividend-paying stocks in Singapore, until the pandemic in 2020 disrupted its performance. In 2023, SATS completed the acquisition of Worldwide Flight Services to expand into the global cargo handling market and enhance SATS' supply chain resilience. But has the acquisition done well enough for SATS? Will the company resume paying a di...

Reddit, the popular forum social network, just went public. The IPO was five times oversubscribed and it is the first major social media listing since Pinterest in 2019. At this roundtable, we explain Reddit's business model, financial performance, and whether it has the potential to grow into the next major social media platform globally. Will Reddit's stock price go to the moon post-IPO?...

What if you could simply take something and 'magically' lose weight? In this roundtable discussion, we delve into one company that is rapidly making waves in both the U.S. and international weight-loss markets with its weight-loss medication that has received FDA approval. How big is the global weight-loss market? Can this company's miracle weight-loss drug maintain its lead in the mar...

Singapore REITs are a popular asset class for investors seeking passive and steady dividend income. But not all Singapore REITs are created equal! At this roundtable, we share the top 10 Singapore REITs in 2024 based on their total returns -- including capital gains and dividends -- since their IPOs. What do the top Singapore REITs have in common? What kind of REITs should you avoid? Is a good tim...

The China and Hong Kong markets are extremely cheap right now, but are stocks like Alibaba a value trap... or a potential turnaround play? At this roundtable, we discuss whether Alibaba is worth a look right now, and how to calculate its intrinsic value. We also share one Hong Kong stock that pays you a 5%+ dividend yield -- while you wait for the market to recognize its value. If you believe that...

In January 2024, the U.S. Securities and Exchange Commission finally approved the launch of Bitcoin ETFs, reflecting growing recognition of Bitcoin's legitimacy as an asset class and its potential to play a role in diversified investment portfolios. The new ETFs will provide investors with a regulated and convenient way to gain exposure to Bitcoin's price movements without directly owning...

The China stock market has been bearish for the past three years, but could we see signs of recovery in 2024? With valuations even lower than those during the 1997 Asian Financial Crisis, investors eyeing turnaround opportunities are turning their attention to China and Hong Kong, drawn by its highly attractive valuations. In this episode, we discuss potential opportunities in undervalued Chinese...

Nvidia's stock has surged threefold in the last year, propelled by heightened demand for its GPUs and the expansion of artificial intelligence and data centre markets. In its most recent quarterly earnings, Nvidia reported a 3x increase in revenue and 12x increase in net profit year-on-year. Can Nvidia sustain this level of growth moving forward? Is Nvidia still a worthwhile investment at its...

The Dow Jones and S&P 500 indices are at all-time highs and investors are exuberant. But is this a warning sign that the U.S. market is overheating and due for a correction soon? At this roundtable, we have a look at multiple market valuation metrics and signals, and whether it's time to actually be cautious about the market right now. We also share how you can manage your risk during mark...

With the cost of living continually increasing, how can we find more ways to make our hard-earned money go even further? At this roundtable, we share 8 simple tips on how you can lower your expenses and save more money -- without having to make major sacrifices to your lifestyle. Because, let's be honest, everyone enjoys saving more money, but no one wants to endure any extra hardships if we c...

In recent news, CapitaLand announced that it expects to report a significant decrease in earnings for FY2023. Why did CapitaLand issue a profit warning, and what is the cause of it? Are the issues temporary or structural? With the stock trading at a multi-year low, is it time to have a look at CapitaLand, or is it a hard avoid? We delve into all of this and more, including our analysis of CapitaLa...

Happy new year and welcome to 2024! We invite investor & best-selling author, Adam Khoo, to reveal how he made US$2.1 million in stock gains in 2023 alone! How big was his portfolio size to achieve this seven-figure gain? What were his best-performing stocks in 2023? Were there mistakes he made during the year? We ask him all this and more, plus his thoughts on what to look for in the stock ma...

We invite AK to join us once more as we share our investment lessons and takeaways from the year 2023. We open up about the wins that boosted our returns, our biggest mistakes/lessons for the year, and new insights that made an impact on our investing. Whether you're a seasoned investor or a beginner just starting out, this episode is packed with real-world experiences and candid discussions t...