I wanted to leave some short notes on Avarga Ltd(Ticker: X5N) in the public just in case I need to search for it. I don’t ...

I was not too happy with my shoddy comparison which is cheaper if you choose Tiered Pricing or Fixed Pricing if you are on Interactive Brokers Pro plan. (IBKR Lite is Now Available to Interactive ...

The First Vital Steps in Deepening Your Connection with Clients Who are Successful Investors Themselves.

Portfolio Change Since Last Update The portfolio was valued at $1.476 million at the end of June and is at $1.526 million at the end of July. We reported a portfolio change of $50,000 for July 2025.

That means if you are on IBKR Pro, you can switch to IBKR Lite. It looked very different a day ago, when the IBKR Lite shows a coming soon. So I guess it is live! Let me talk more about it. Not ...

REITs are a niche combination of stocks and property. It has many advantages for investors who have limited capital and are trying to build up their wealth. The gap to understand REITs is also smaller ...

IWDA vs VWRA – Are There Significant Performance Differences Between the Two Low-Cost ETFs?

So apparently in the midst of my hectic work, there is this Astrea PE (private equity) bond that is issued. Azalea Investment, which is under … ...

There are 2 documents, that in my opinion, tells me whether a person or family is operating in a financially healthy manner. One of the document is their personal cash flow statement. The other ...

The fund invest in the smaller, mid-sized companies so the right benchmark might be the Russell 2000 index, which is a blend of the 2000 smallest companies in the US. But it is also right to assess ...

Once you have setup your Interactive Brokers account through an entirely online sequence, you need to fund your account to start trading. You can fund your Interactive Brokers account from banks and ...

Anyway, as part of my notes series, I wanted a way to consolidate my thoughts about the portfolio. I don’t really have a name for the portfolio, but I name my two portfolio spreadsheet (one which is ...