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Author: Calvin Lo

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US Market

Palantir $PLTR Q3 2021 Earnings – Going Mainstream

November 26, 2021December 9, 2022 Calvin Lo

From the recent price action on Palantir Technologies (PTLR) stock, it seems that investors weren’t impressed at all with their Q3 earnings. Palantir reported a 36% YoY revenue growth to

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China Market

Temasek Sold China Tech Stocks – Should You Be Worried?

November 18, 2021February 17, 2022 Calvin Lo

Temasek revealed in their recent 13F filing with the SEC that they have trimmed stakes in China tech stocks and even exited some positions (read here). As an investor in

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Investing

How Tracking Your Net Worth Can Help You Build Wealth

November 9, 2021December 9, 2022 Calvin Lo

Have you been earning an income for some time now but don’t feel like you’re making much progress in building your wealth? Earning a higher income does not equate to

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US Market

Is It Time To Sell Some Tesla Stock? $TSLA

November 7, 2021December 9, 2022 Calvin Lo

Usually, I’m not an advocate of selling long-term holdings, but Tesla (TSLA) rose so high so fast I got a little dizzy. TSLA has been on a massive run which

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Brokers

Tiger Brokers Singapore Review 2021

November 5, 2021December 5, 2021 Calvin Lo

Are you spending a lot on trading fees or struggling to track your portfolio performance on trading platforms with complicated user interfaces? As an investor in the stock market, I’m

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Portfolio Updates

Portfolio Update October 2021 – Roaring Back to All-Time Highs

November 2, 2021December 9, 2022 Calvin Lo

The market came roaring back with a vengeance in October, posting a convincing recovery after a pretty scary correction in September. The S&P 500 was up +6.9% for the month,

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Investing

How To Start Investing In Stocks (For Beginners)

October 25, 2021December 9, 2022 Calvin Lo

Are you interested to start investing but don’t know where to start? Are you afraid to lose large amounts of money in the stock market or feeling overwhelmed by the

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white flowers with green leaves
Investing

What To Consider When Adding Funds To Your Portfolio

October 17, 2021December 9, 2022 Calvin Lo

Do you have a system when adding funds to your portfolio? Or are you just buying whatever you deemed is best at the time? In the past when adding funds

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pie on white plate
Investing

How To Create An Asset Allocation Plan

October 12, 2021December 9, 2022 Calvin Lo

With so many different asset classes out there, how do you decide which ones to and how much to buy? One of the most important steps in creating a robust

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Portfolio Updates

Portfolio Update September 2021 – Worst Month In A Long Time

October 4, 2021December 9, 2022 Calvin Lo

September was expected to be a seasonally weak month for the stock market, and indeed it was proven as such. S&P 500 was down 4.8% this month, the worst monthly

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Recent Posts

  • Portfolio Update Q3 2025 – Outperforming in a Bull Market October 11, 2025
  • Family Portfolio Touched S$600K – Lifted By The Rising Tide August 16, 2025
  • Meme Stock Mania and Market All-Time Highs – Time to Chase or Cut Back? July 26, 2025
  • Save on Dividend Withholding Taxes with UCITS ETFs Now Available on Syfe July 18, 2025
  • Getting Started on Retirement Investing for Newbies July 8, 2025
If you’re investing in stocks based mainly for its dividend yield or dividend growth, thinking that there’s a margin of safety or prices can’t go lower, I challenge you to rethink your assumptions or preconceptions about the safety of dividend stocks. 

Outline:
1. Benefits of dividend investing
2. Dangers of dividend investing
3. How to find safe dividend stocks?
4. Examples of good and bad dividend stocks

Thanks for watching! Looking forward to hearing your thoughts or comments.

DISCLAIMER :
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

**Check out my blog on personal finance and investment topics** http://financegnome.com/
Dividend investing might not be as safe as you think - benefits, dangers, dividend kings?
Many investors have been rotating into dividend and value stocks this year as growth stocks have taken a massive beating. Are you looking to buy dividend stocks? You could also consider investing into dividend ETFs.

Outline:
1. Why invest in dividend stocks/ETF?
2. Top 5 US dividend ETFs
3. SG Dividend ETF
4. Which is my favourite?

Thanks for watching! Looking forward to hearing your thoughts or comments.

Links:
https://etfdb.com/etfs/investment-style/dividend-etfs/#etfs__returns&sort_name=assets_under_management&sort_order=desc&page=1
https://phillipfunds.com/phillip-sing-income-etf/

DISCLAIMER :
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

*** Check out my blog on personal finance and investment topics : http://financegnome.com/

*** Tiger Brokers (stock broker) referral link: 
https://www.tigerbrokers.com.sg/activity/forapp/welcome/?lang=en_US&invite=FGNOME

*** Coinhako (crypto trading platform) referral link:
https://www.coinhako.com/affiliations/sign_up/178004_59269214
Best Dividend ETFs to Invest in 2022 - 5 US ETFs & 1 SG ETF
A brand new China ETF was launched on SGX on 2nd August 2021, called the Lion-OCBC Securities China Leaders ETF (SGX:YYY). 

With Chinese stocks selling at a discount, this ETF could be a great way to gain a balanced exposure to China.

In this video, I go through what this ETF is all about and share my thoughts on it. Hope this helps you decide whether this ETF can have a place in your portfolio. What do you think about this ETF?

Video outline:
1. Overview - index, holdings, performance
2. Similar funds
3. Likes & dislikes
4. My thoughts

*** Check out my blog where I share regularly on personal finance and investment topics - https://financegnome.com

*** Get your welcome gifts when you open an account with Tiger Brokers - https://www.tigerbrokers.com.sg/activity/forapp/welcome/?lang=en_US&invite=FGNOME

*** Sign up for an eToro account to trade in fractional share - https://etoro.tw/31BHx2Z

Thanks for watching!

Reference links:
More info on OCBC Securities website - https://portal.iocbc.com/products-and-solutions/etf/china-leaders-etf
More info on the underlying index Hang Seng Stock Connect China 80 Index - https://www.hsi.com.hk/eng/indexes/all-indexes/hsc80
Infographic on Stock Connect - https://www.goldmansachs.com/insights/pages/stock-connect-infographic/index.html

DISCLAIMER:
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.
Lion-OCBC Securities China Leaders ETF (SGX:YYY) - Balanced Exposure to Chinese Equities
Chinese stocks have really taken a beating recently. Sentiment is extremely negative in light of a regulatory crackdown by the Chinese authorities. 

For long-term investors however, this presents a pretty interesting buying opportunity. 

Instead of buying individual Chinese stocks, investors could also consider China ETFs as a way to diversify and reduce risk. 

In this video, I’ll give a brief overview of the best China ETFs available and share my thoughts on them. 

ETFs covered:
- iShares MSCI China ETF (MCHI)
- SPDR S&P China ETF (GXC)
- iShares China Large-Cap ETF (FXI)
- Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR)
- KraneShares CSI China Internet ETF (KWEB)
- Invesco China Technology ETF (CQQQ)
- Lion-OCBC Securities Hang Seng Tech ETF (SGX:HST)

Video outline:
1. Share Classes
2. ETF Characteristics
3. Risks
4. My Game Plan

#chinaetf

*** Check out my blog where I share regularly on personal finance and investment topics: http://financegnome.com/

*** Get your welcome gifts^ when you open an account with Tiger Brokers: https://www.tigerbrokers.com.sg/activity/forapp/welcome/?lang=en_US&invite=FGNOME

^ Current promotion on Tiger Brokers (9 August 2021 12:00:00 SGT - 1 September 2021 12:00:00 SGT). Subject to change.
- Upon Registration: 500 Tiger Coins
- Upon Account Opening: 60 commission-free trades within 180 days for stocks of U.S., H.K., Singapore & Australia + 5 commission-free trades for Futures within 30 days
- Upon First Deposit ≥ SGD 2,000: 1 free Apple (NASDAQ: AAPL) share + stock voucher of SGD 5 (for Singapore stocks only)

*** Sign up for an eToro account to trade in fractional shares - https://etoro.tw/31BHx2Z

Reference links:
Share classes - https://www.ubs.com/se/en/asset-management/distribution-partners/insights/china/accessing-china/china-market-terminology.html
ETF list - https://etfdb.com/etfs/country/china/#etfs__returns&sort_name=assets_under_management&sort_order=desc&page=1
HST - https://portal.iocbc.com/products-and-solutions/etf/lgi-ocbc-hang-seng-tech.page

Thanks for watching!

DISCLAIMER:
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.
Best China ETFs to Buy in 2021 - Chinese Stock Market Crash
Rapid adoption of the latest technologies in China has led to a boom in Chinese technology companies. 

Is the Lion-OCBC Securities Hang Seng Tech ETF (SGX:HST) the ETF to invest in to ride the Chinese technology wave?

In this video, I share my research, my thoughts, and whether I'll be investing in this ETF.

Thank you for watching!

*** Get your welcome gifts^ when you open an account with Tiger Brokers: https://www.tigerbrokers.com.sg/activity/forapp/welcome/?lang=en_US&invite=FGNOME

^ Current promotion on Tiger Brokers (9 August 2021 12:00:00 SGT - 1 September 2021 12:00:00 SGT). Subject to change.
- Upon Registration: 500 Tiger Coins
- Upon Account Opening: 60 commission-free trades within 180 days for stocks of U.S., H.K., Singapore & Australia + 5 commission-free trades for Futures within 30 days
- Upon First Deposit ≥ SGD 2,000: 1 free Apple (NASDAQ: AAPL) share + stock voucher of SGD 5 (for Singapore stocks only)

*** Sign up for an eToro account to trade in fractional shares - https://etoro.tw/31BHx2Z

DISCLAIMER:
This video is for entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

LINKS:
Indicative holdings on Lion Global Investors website:
https://www.lionglobalinvestors.com/en/funds/lion-ocbcsec-hangseng-tech-etf/index.html

More information on OCBC Securities website
https://portal.iocbc.com/products-and-solutions/etf/lgi-ocbc-hang-seng-tech.page
Lion-OCBC Securities Hang Seng Tech ETF (SGX:HST) - Riding the Chinese Technology Wave
Should you invest only in your home stock market? Or diversify to overseas stock markets? Here are my considerations on why I invest in both my home stock market (Singapore) and the biggest overseas stock market there is (U.S.).

Thank you for watching! Let me know which stock markets you're invested in and why. Would love to hear from you.

DISCLAIMER:
This video is for entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

Additional reading:

CNBC article
https://www.cnbc.com/2020/08/26/ubs-sees-a-lot-of-value-in-certain-singapore-stocks.html

AsiaOne article
https://www.asiaone.com/money/understanding-home-bias-amongst-singaporean-investors

IRAS links on dividends and capital gains:
https://www.iras.gov.sg/irashome/Individuals/Locals/Working-Out-Your-Taxes/What-is-Taxable-What-is-Not/Dividends/
https://www.iras.gov.sg/IRASHome/Individuals/Locals/Working-Out-Your-Taxes/What-is-Taxable-What-is-Not/Gains-from-Sale-of-Property--Shares-and-Financial-Instruments/
Singapore (SGX) vs U.S. (NYSE/Nasdaq) - Which stock market to invest in?
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