Author: Data Science Investor

Even as the S&P 500 index posts the worst week since April this week, the index is still doing very well in 2024. The index is still up 16% this year and hit a new all-time high 38 times this year. To put things in perspective, the index recorded 0…

The title might sounds contradictory. How can a dismal Q2 results in a 13.07% return YTD? Well, it could if your Q1 return is 18.5%. This essentially means that Q2 is a decline for my portfolio. Before we dive into the specifics, here is an overview of…

It’s usually not easy for you to visualize how far away are you from your retirement goals. Hence, I thought of putting some simple data into a table for easy visualisation. For context, here are a few assumptions about retirement. Retirement here represents having a portfolio which can generate 4% annual returns which can cover […]

A barbell strategy is an investment strategy where you put a good majority (maybe 80%) of your portfolio in a safe asset and a minority (maybe 20%) in a high risk asset. The whole idea is to have an overall portfolio which grows well during the good ti…

If you are clicking into this article expecting that my best investment involves me buying a stock and then selling it within a single week for a 300% profit, I’m afraid I’ll have to disappoint you. In fact, it’s nothing near 300% gain and it’s also nothing about me being super accurate about stock picking. […]