Archives

Recent Comments

  • Calvin Yeo { Hi Ameer, yup I agree that SCB trading has been pretty lacking in this aspect. As a guideline though, US charges 30% dividend withholding tax for foreigners, so this is ... } – Jul 15, 12:18 PM
  • Calvin Yeo { Hi David, you can definitely transfer your shares into CDP at a cost, need to check how much it is though. However, I recommend that you at least accumulate a ... } – Jul 15, 12:16 PM
  • Calvin Yeo { Hi minx, you are right about OUE hospitality. In fact, it's a risk which I highlighted before. However, while it is only one property, it is a very well located ... } – Jul 15, 12:09 PM
  • Ameer { Hi Guys Thanks for sharing. I am new to your website and I have started using SCB to buy foreign shares. I am surprised that there is absolutely no info ... } – Jul 09, 3:04 PM
  • David { Hi, I'm currently on BCIP and wish to move a counter into CDP. Do you know if it's possible to move an odd lot into CDP? (eg. 1230 shares in ... } – Jul 05, 7:25 PM
  • minx { Dear Calvin, Thanks for sharing your thoughts on FHT. What is it that you like about OUE hospitality? One thing that held me back from investing is it's concentration risk ... } – Jul 01, 2:10 PM
  • Older »
Archive for the ‘Budgeting & Portfolio’ Category

My Singapore Stock Portfolio April 2014

04.27.2014 · Posted in Budgeting & Portfolio, Singapore

This is an update to my Singapore stock portfolio for April 2014. For previous months, please see My Singapore Stock Portfolio February 2014 My Singapore Stock Portfolio October 2013 My Singapore Stock Portfolio July 2013 Since the last post, prices have been moving up quite steadily in general for most Singapore stocks. Although Vard did pretty ...

Dr Wealth New Features Net Worth Projection, Stock Tracker, Financial Health Assessment

Dr Wealth has been improved dramatically since when it first started and many new features have been added. They include the financial health assessment, net worth projections and stock investments module.  Financial Health Assessment Screen    Stock Tracker Screen     Net Worth Projection Screen Dr Wealth is an online financial planning platform with a ...

My Singapore Stock Portfolio February 2014

This is an update to my Singapore stock portfolio for February 2014. For previous months, please see My Singapore Stock Portfolio October 2013 My Singapore Stock Portfolio July 2013 My Singapore Stock Portfolio May 2013 Now that the Fed has finally begun to taper the QE, there was some slight volatility when they first cut ...

Updates to Dr Wealth Dashboard

Dr Wealth has a newly updated dashboard which reflects information on net worth, financial health and account information. The dashboard serves as a good insight into the user’s current financial planning.   Snapshot of Your Assets, Liabilities and Net Worth Right at the top of the dashboard, you will be able to see your total ...

New Online Financial Planning Platform Project Dr Wealth

Dear all readers, I am going to share with you a very exciting project which I have been working on for the past few months. It is basically a comprehensive online financial planning web platform. Dr Wealth consists of the financial planning tools which we all expect from a good certified financial planner, including insurance, ...

Comments on Financial Advisory Industry Review (FAIR) October 2013

In the latest news, MAS has announced several changes to the financial advisory industry under Financial Advisory Industry Review (FAIR). The aim was to reduce the cost of insurance as well as raise the quality of financial advice. How effective will they be? Firstly, we will look at the announced changes. Among them are 1. ...

Beginner Investment Schemes – Part 1 POSB Invest Saver

In this 3 part series, we will explore 3 of the tools which are available in the market now which allow investors with limited amount of capital to start investing. They are POSB Invest Saver, OCBC Blue Chip Investment Plan and Phillip Share Builder Plan. All of them allows investing from as low as $100 ...

Investing For Passive Income Basic Course Singapore 12th October 2013 Saturday

After a long break, Calvary Wealth Consultants is proud to present the upcoming Investing For Passive Income Basic Course in Singapore on 12th October Saturday! As per last few sessions, the seats sell out fast, first come first served!   This is a basic one day course which is suitable for people who have little or ...

Switch to our mobile site