I wanted to leave some short notes on Avarga Ltd(Ticker: X5N) in the public just in case I need to search for it. I don’t ...

I decided to do a mid-month update so that the updates will not lag too far behind. I would usually do this when I remember, ...

The First Vital Steps in Deepening Your Connection with Clients Who are Successful Investors Themselves.

I was not too happy with my shoddy comparison which is cheaper if you choose Tiered Pricing or Fixed Pricing if you are on Interactive Brokers Pro plan. (IBKR Lite is Now Available to Interactive ...

Portfolio Change Since Last Update The portfolio was valued at $1.476 million at the end of June and is at $1.526 million at the end of July. We reported a portfolio change of $50,000 for July 2025.

That means if you are on IBKR Pro, you can switch to IBKR Lite. It looked very different a day ago, when the IBKR Lite shows a coming soon. So I guess it is live! Let me talk more about it. Not ...

REPs Holdings sell to a prospective policy owner An interested investor would then browse the policies that REPs Holdings have taken over. When the investor found a policy that matches what he or she ...

REITs are a niche combination of stocks and property. It has many advantages for investors who have limited capital and are trying to build up their wealth. The gap to understand REITs is also smaller ...

IWDA vs VWRA – Are There Significant Performance Differences Between the Two Low-Cost ETFs?

So apparently in the midst of my hectic work, there is this Astrea PE (private equity) bond that is issued. Azalea Investment, which is under … ...

If you hold a portfolio of US stocks or the US incorporated exchange-traded funds (ETF), you might want to take note of the potential estate tax implication should you suddenly passed away. An estate ...

There are 2 documents, that in my opinion, tells me whether a person or family is operating in a financially healthy manner. One of the document is their personal cash flow statement. The other ...