Blog
Blog
Investment Consequences of the unfolding tragedy in the Middle East
The tragic incidents and unfolding human tragedy in Israel and the Gaza Strip have impacted everyone, and many people have concerns about how this could turn into a wider dispute during a period of great uncertainty in the world. Rightfully, the…
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Just a few stocks drive market returns
It can be simple to forget that we view market fluctuations via an aggregated, market-capitalisation weighted lens. In actuality, the fortunes of various stocks and sectors may vary greatly over the short and long durations. Look at the chart below…
Read moreShould I pay Voluntary National Insurance Contributions whilst Residing in Hong Kong
Mat Bate, Chartered Wealth Manager can talk at length about the technicalities of portfolio construction, evidence-based investing, and the importance of cost control but he’s also a passionate advocate of Financial Planning and making sure your future financial self is…
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A Guide to Spring Clean Your Finances
The Japanese kanji for crisis (above) comprises two symbols: one representing danger and the other ‘opportunity’. It is a familiar refrain from our busy clients that they never have time to turn their attention to their own finances. We had…
Read moreLessons from a Legend
The investment management world adores legends, none more so than the nonagenarian ‘Oracle of Omaha’ Warren Buffett, CEO of the US-listed firm Berkshire Hathaway. Buffett has developed a portfolio directly holding companies in addition to a portfolio of listed stocks. He…
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Taking the Easy Wins
Our last blog discussed the merits of having a clear, well thought out financial plan. Once you have a plan in place, we recommended in our guide looking at some other areas which are “easy wins”…
Read moreBitcoin and Bandwagons
Over the past few weeks and months, it may have appeared that making big money in markets is easy – just buy Tesla or Bitcoin and you are sure to double your money! These are certainly not recommendations; this is…
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Will – Guardianship
One such task which people tend to kick down the road for various reasons is the drafting of a will, and often incorporated within it, completing the Deed of Guardianship. We understand that this is not the most fun topic…
Read moreWho Packed your Parachute
None of the Private Capital team have ever jumped out of a plane; Rick said when we asked him, “if the plane is going to land, I’ve always thought it was a bit silly”! If we were to jump, one…
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The Needle in Goldman Sachs’ Haystack
At Private Capital the financial planning advice we offer expats Hong Kong is not limited to advising them on which stocks they should own and which they should avoid. This is not without good reason. The random walk of the…
Read moreStar Manager’s going Supernova
Fund managers that reliably outperforming are few and far between, difficult to identify in advance and ultimately destined to stop outperforming – sometimes in spectacular fashion. Regardless, active management is always keen to wax lyrical about any given star manager’s…
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Rebalancing – do I really have to?
Most human beings find it difficult being investors. We’re brought up to try and purchase items when they are cheap and avoid them when they are considered expensive, however, the data suggests this is often not the case for equities.
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