Super Low Fees of 0.07% for Amundi All Country World ETF WEBG

I was looking around for a globally diversified ETF for long term investment and chanced upon this super low fees (TER 0.07%) Amundi All Country World ETF WEBG (ISIN: IE0009HF1MK9). For those of us who are familiar with Endowus/Poems investing our CPF/SRS, the likely choices would be the 0% sales charge and low fees of Amundi MSCI World or the Amundi Prime USA unit trusts

WEBG is a relatively "young" ETF with about 2 years track record. Comparing against the more established Vanguard VWRA and Invesco FWRA, it has a similar return performance of 44% over the past 2 years. The fund has been growing very quickly with an increase of few hundred million NAV in just the past month, probably due to its super low fees of 0.07% undercutting FWRA 0.15% and VWRA 0.19% TER 

https://www.justetf.com/en/etf-comparison.html?isin=IE0009HF1MK9&isin=IE000716YHJ7&isin=IE00BK5BQT80

I also like WEBG because it covers Taiwan TSMC and growth countries of China and India. Exposure to USA markets is lower at 60% and this ETF is also domiciled in Ireland, for a better 15% dividend withholding tax. I chose the distribution WEBG because I like to have abit of dividend yield of around 1%, but for investors who prefer faster compounding there's also an accumulation WEBQ version

https://www.amundietf.co.uk/en/professional/products/equity/amundi-prime-all-country-world-ucits-etf-dist/ie0009hf1mk9

Press on Financial Warrior, YOU Mighty Man of Valour!

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Disclaimer: This blog is provided for education/information purposes and should not be used as an enticement to invest in any financial products

6-Figures US$ Investments into IBKR Options

Hi everyone! It's been quite a while since my last post, as I have been busy learning a new investment called Options. I have been trying to learn it on my own, but have found it confusing, until a dear friend introduced it to me, and sparked this new excitement into Interactive Brokers Options  😎

Options is really mind-blowing yet complements stock investing very well. It deals more into strategies and statistical probabilities, and opens a whole new realm into why Options has been growing in popularity over these past few years  😅

The most popular and safest option strategy is the Wheel Strategy. It starts with choosing a fundamentally solid ETF like SPY or QQQ, that tracks the USA S&P500 or Nasdaq100 index

Step 1: Start by Selling Put, collect Premium $, until 100 Shares are assigned

Step 2: Then Sell Call, collect Premium $, until -100 Shares are assigned

Step 3: Return to step 1

Plus while Selling Put, the USD cash also earns a solid 3.83% interest rate  😁

If you are also keen to obtain US$1,000 worth of IBKR shares & start your Options journey, click on my referral link  https://ibkr.com/referral/jason9403

Press on Financial Warrior, YOU Mighty Man of Valour!

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Disclaimer: This blog is provided for education/information purposes and should not be used as an enticement to invest in any financial products

7-Figures Portfolio w $300K of DBS OCBC UOB unrealized profit ... Sell?

I have picked up a sizeable position of around 7-Figures in the 3 local banks over the past few years, as I felt that they were undervalued for such well managed companies. Dividend yields have also been comparable to reits, plus the business model of banks are proven historically and simple to understand. Banks risk rating of AA (low risk) also beats BBB (medium risk) for most reits by at least 2 notches

Over the past year, the prices of local banks have risen 40%+ considerably to all time highs. Today, the prices of all 3 banks have also risen over 2%. While the fundamentals of banks remain solid, should I take some profit of the $300K so far? 😅

There seems more room for upside though, with good volumes and there's really nothing else much to buy to replace these banks. With Trump taking office in less than 2 weeks, stock markets will be more volatile, as trade wars might be looming. There are really not much places for money to hide nowadays!

Press on Financial Warrior, YOU Mighty Man of Valour!

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OCBC ~$300K sell abit at $15.3

$71K 1H24 income ... $143K 2024

2023 cashflow $143K w XIRR 9%

My 7-figures porfolio (2024 Q1)

$983K profits in 20 years (2005-2024)

Disclaimer: This blog is provided for education/information purposes and should not be used as an enticement to invest in any financial products

2024 $184K Profit (Nice!)

Today is the 1st day of 2025, and time to summarise and consolidate the whole year of 2024. Counting my blessings for the total profits of 2024 came in at a nice $184K. A major bulk of these came from the 3 local banks, followed by various reits, blue chip stocks and bonds. The past year has been a great run-up for stocks especially DBS, UOB and OCBC. I couldn't resist to take some profit, as prices climb to all time highs. Computing over the past 20 years, the accumulated profits have exceeded the psychological $1M. Who says you can only be a millionaire through property?! Stocks are also possible too and I am one of the many examples. Nice!  😎

Looking forward into 2025, the major wild card seems to be Trump. Some are optimistic with the anticipated tax cuts, others are pessimistic with upcoming tariffs war. It's certainly a more dangerous and volatile year ahead. With trepidation, we can only carefully tread forward, hoping for the best and preparing for the worst.

When I slowly started investing some 20 years ago, it was just to be a good steward of money, working and saving hard for a better future. Of course there were many silly mistakes I made, but only by persevering and pressing on bravely, casting aside bad decisions and forgiving myself, upon looking back there seems to be some achievements now.   😅

Press on Financial Warrior, YOU Mighty Man of Valour!

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Should I sell my $400K UOB at $35.69

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OCBC ~$300K sell abit at $15.3

$71K 1H24 income ... $143K 2024

2023 cashflow $143K w XIRR 9%

My 7-figures porfolio (2024 Q1)

$983K profits in 20 years (2005-2024)

Disclaimer: This blog is provided for education/information purposes and should not be used as an enticement to invest in any financial products

Should I sell my ~$400K UOB at $35.69?

I have been accumulating UOB for some time, as its quarterly results and price seems to be lagging both DBS and OCBC. Expanses remain high from its Citi acquisitions which should be good for the longer term, but depressing net profit in the short run...

Is UOB at $27.86 a good buy?

Finally the day came for its Q3 results and its eye popping 7% rise yesterday. Though the last 3 hours on Fri saw a price pullback from the all-time high of $36.60, the close was still a very respectable price of $35.69

Fri's volume was very high at 14 million, than its 52 week average volume of just 3 million. This shows that the BBs are aggressively accumulating UOB with the hope of selling it even higher. Coupled with China govt under-whelming announcements to prop up its weak economy, there could still remain some price strength next week

Still a bird at hand is better than two in the bush, and it's never wrong to take some money off the table. Surely we need to reward ourselves a little, eating some nice food and enjoying life for our hard work  😅

Press on Financial Warrior, YOU Mighty Man of Valour!

Related Posts:

Is UOB at $27.86 a good buy?

OCBC ~$300K sell abit at $15.3

$71K 1H24 income ... $143K 2024

2023 cashflow $143K w XIRR 9%

My 7-figures porfolio (2024 Q1)

$983K profits in 20 years (2005-2024)

Disclaimer: This blog is provided for information purposes and should not be used as an enticement to invest in any financial products