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Ivan Guan

Ivan is a fee-based retirement planner, founder of sgmoneymatters.com and the author of the book "FIRE Your Retirement".

Ivan Guan

Founder at SGMoneyMatters.com

About

Ivan is a fee-based retirement planner, founder of sgmoneymatters.com and the author of the book "FIRE Your Retirement".

Credentials

Founder at SGMoneyMatters.com

Ivan Guan

Founder at SGMoneyMatters.com

  • Answers (5)
  • Questions (1)
  • Reviews (0)

Investments

Unit Trust

Should I invest in a fixed income UT now?
Ivan Guan
Ivan Guan, Founder at SGMoneyMatters.com
Level 3. Wonderkid
Answered on 23 Oct 2019
Before you think about what to invest, you need to decide your investment objectives first. Are you investing for capital appreciation or income? What are your time horizon and risk preference? These play an important part in asset allocation.
šŸ‘ 0

Investments

STI ETF

Bonds

Nikko AM STI ETF or ABF Singapore Bond Index Fund?
Ivan Guan
Ivan Guan
Level 3. Wonderkid
Answered on 20 Aug 2019
ā€œWhen stock tank, the value of bonds go upā€ doesnā€™t always happen in todayā€™s market. For a starter, it is important for you to verify what you read or hear first before apply it.
šŸ‘ 2

Regular Shares Savings Plans (RSS)

STI ETF

ETF

Investments

What is the best way to invest in US Index funds (eg S&P500) on a monthly Dollar Cost Average (DCA) basis?
Ivan Guan
Ivan Guan
Level 3. Wonderkid
Updated on 07 Jun 2019
I suggest you just RSP into infinity S&P 500 index fund. - There is no upfront fee or platform fee if you use poems online - You don't have to convert SGD to USD Having said that, a lot of US investing concepts don't apply to Singaporeans. RSP into ETFs don't guarantee returns.
šŸ‘ 1

Investments

What is a good index fund that tracks the Chinese stock market?
Ivan Guan
Ivan Guan
Level 3. Wonderkid
Updated on 07 Jun 2019
You can find ETFs listed in Hong Kong exchange. As a start you can look at CSI300 ETFs which tracks a broader market.
šŸ‘ 2

Investments

Do you think it is wise for me to ā€œFIREā€ my current financial advisor NOW and invest on my own?
Ivan Guan
Ivan Guan
Level 3. Wonderkid
Answered on 17 Jan 2019
It is hard to judget if an investment adviser is good or bad by simply saying your funds lost 3%. There could be many reasons. if you want to start investing by yourself, you should open a separate account first. Making your own decisions, make yourself accountable and comparing your own performance and the portfolio managed by the adviser. Then you can see if your adviser is doing any good job for you.
šŸ‘ 0
Level 3. Wonderkid
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