I came across this article which explains that the best performing income ETFs of 2025 happens to be convertible bond ...

I spent the week coding some personal project. I think I am at a certain age where if I am doing something harder that requires me to think, then I am left with less bandwidth to think about other ...

Every commentator likes to make going into each Federal Reserve meeting that it is the most important meeting, yet if we see ...

Out of the 164 UCITS iShares funds that I profiled a few days ago, the iShares EM Dividend UCITS ETF (SEDY) caught my attention. This is an emerging markets fund that was incepted in November 2011. It ...

I was pondering about some ideas regarding where I would like to deploy some of my excess funds in Crystalys. It is not a strong idea about where I would like to be but where ...

Most people felt that they should do something at the turn of the year to "make things right". Making wiser financial choices ...

I would periodically update everyone my personal spending. This is the update for this month. You can review my past spending logs by going to the personal notes section of investment moats here in ...

Here is the update for my Daedalus portfolio for November 2025. If work is not too busy, I will try to provide an update where possible. I explain how I constructed this portfolio in Deconstructing ...

SMID stands for small and medium. In this case the SMID developers have outperformed large cap developers by 4 points in 3rd quarter 2025. This year developers have done well, and that is compared to ...

Carl Kaufman came on Excess Return podcast to talk about fixed income. Carl is the co-CEO, CIO of a fixed income fund of Osterweis Capital Management. Whenever you look at some of these notes, do bear ...

I wrote the part 1 of my notes about my long term care planning in March this year (2025). You can read it here. Can I Self-Insure My Future Long-Term Care Needs with My Current Financial Assets? – ...