Archive

08 May 2024

January, February, March and April 2024

Three months of focused work went into the creation of my first book. 

A transformative journey.

January 2024

• My 2023 Year-End Portfolio Part 2 (15 January 2024 – Savings)
• My 2023 Year-End Portfolio Part 1 (01 January 2024 – Savings)

December 2023

• Smart Money Moves: How to Leverage Tax-Free Accounts for Financial Success in the UK (18 December 2023 – Savings)
• Beyond the Score: The Business of Credit Ratings Explored (04 December 2023 – Investing)

November 2023

• Your Destiny is You: Embracing Your Unique Journey (20 November 2023 – Extra)

October 2023

• Your Survival Number: A Guide to Balancing Money and Life (30 October 2023 – Savings)
• Investing in Iron Horses: Railway Mania’s Wealth and Woes (23 October 2023 – Extra)
• Your Financial CEO: Managing Free Cash Flow for a Wealthier Tomorrow (02 October 2023 – Savings)

September 2023

• Value Your Finances Like Valuing Assets: Putting Valuation in a Personal Financial Context (25 September 2023 – Investing)
• Investor’s Toolkit: Using the Risk-Free Rate for Better DCF Analysis (11 September 2023 – Investing)
• Investor’s Toolkit: How to Identify and Utilize Risk-Free Assets (04 September 2023 – Investing)

August 2023

• Simple and Compound Interest and the Net Present Value of Annuity & Life Insurance (21 August 2023 – Investing)
• DCF Valuation: Unveiling the Secrets of Intrinsic Value Calculation (14 August 2023 – Investing)
• A Dollar Today is Worth More Than a Dollar Tomorrow – The Time Value of Money (07 August 2023 – Investing)

July 2023

• What does Investing with Margins Mean? (24 July 2023 – Investing)
• First Half-Marathon. Run To A Never-Ending Road. (17 July 2023 – Extra)
• Life Is Not Just About Money. FSHRM the Mythical Five (10 July 2023 – Extra)
• Half-Year 2023 – I Am Defeated (03 July 2023 – Investing)

June 2023

• Games Workshop PLC: A Journey into the Thriving World of Fantasy Miniatures (19 June 2023 – Investing)

May 2023

• The Capital Markets: Exploring the Dynamic Relationship between Public Companies and Investors (29 May 2023 – Investing)
• Investing 101 – The What, Why, How, When & Where (08 May 2023 – Investing)
• My Return on Non-Financial Investments, and It’s Not About Money (01 May 2023 – Extra)

April 2023

• My Greatest Curiosity (17 April 2023 – Short & Micro Blog)
• The South Sea Bubble: Hail the Great British Empire (10 April 2023 – Extra)
• Achieving Financial Harmony in a Marriage with Unequal Incomes (03 April 2023 – Savings)

March 2023

• Recessions & How to Financially Survive It (27 March 2023 – Savings)
• The Mississippi Bubble: How an Economist Financially Destroyed France (13 March 2023 – Extra)
• The Fire Movement (06 March 2023 – Savings)

February 2023

• The Tulip Mania: How a Flower Caused a Financial Tragedy (13 February 2023 – Extra)

January 2023

• My 2022 Overall Investment Portfolio Performance (30 January 2023 – Investing)
• 2022 Portfolio Performance ”Into the Global Investment World” (23 January 2023 – Investing)
• ELMads 2022 Investment Portfolio Performance (09 January 2023 – Investing)
• 2022 Year End Portfolio (02 January 2023 – Savings)

December 2022

• The One Investment That Supersedes ALL Others (26 December 2022 – Extra)
• How to Protect our Digital Assets as a Cryptocurrency Investor (19 December 2022 – Investing)
• How to Spot a Legitimate and Safe Investment Broker (12 December 2022 – Investing)
• Never Forget About Your Health when Pursuing Financial Wealth (05 December 2022 – Investing)

November 2022

• My Simple Investment Checklist with Greggs PLC (28 November 2022 – Investing)
• My Simple Investment Checklist (21 November 2022 – Investing)
• How Running Changed my Frame of Mind (14 November 2022 – Extra)
• Would you rather get $1,000,000 today or $5,000 every month for the rest of your life? (07 November 2022 – Extra)

October 2022

• Return on Invested Capital (31 October 2022 – Investing)
• The School of Value Investing (24 October 2022 – Investing)
• A Short History of Value Investing (17 October 2022 – Investing)
• The Investment Mental Models I Follow & Practice – Part 2 (10 October 2022 – Extra)
• The Investment Mental Models I Follow & Practice – Part 1 (03 October 2022 – Extra)

September 2022

• Share Buyback & Dividends (26 September 2022 – Investing)
• Beware of Share Dilution (19 September 2022 – Investing)
• Things I’ve Learned in Investing That Are Also Applicable to Our Daily Lives (12 September 2022 – Extra)
• Understanding a Public Company from Scratch – MD&A & Financials (05 September 2022 – Investing)

August 2022

• How to Understand & Research a Public Company from Scratch (29 August 2022 – Investing)
• Basic Financial Planning Part 1 (22 August 2022 – AUDIO BLOG VERSION)
• Don’t Invest directly in Stocks as a Beginner, Only If. . . (15 August 2022 – Investing)
• Return on Net Worth & Return on Equity (08 August 2022 – Investing)
• Fundamental Analysis – Liquidity & Debt Metrics Part 2 (01 August 2022 – Investing)

July 2022

• Fundamental Analysis – Liquidity & Debt Metrics Part 1 (25 July 2022 – Investing)
• Raising Capital, A Story (18 July 2022 – Extra)
• The 7 Streams of Income – Part 2 (11 July 2022 – Savings)
• How to be a Good Client? (08 July 2022 – Short & Micro Blog)
• What a Financial Advisor Can Do for You? (07 July 2022 – Short & Micro Blog)
• The 7 Streams of Income – Part 1 (04 July 2022 – Savings)

June 2022

• Saving Money for Safety and Security (07 June 2022 – AUDIO BLOG VERSION)
• Home Price Appreciation can be Lucrative, depending in this one factor (20 June 2022 – Extra)
• Is the home you live in an Investment? (13 June 2022 – Extra)
• LEGO Investment Metrics (06 June 2022 – Investing)

May 2022

• LEGO Investing (30 May 2022 – Investing)
• Are Lego Sets an Investment? (23 May 2022 – Investing)
• The Alternative Assets (16 May 2022 – Investing)
• The Insurance Business Model and How they Make more Money (09 May 2022 – Investing)
• Insurance & its History (1 May 2022 – Investing)

April 2022

• Vanguard UK’s Ready-Made-Portfolios (25 Apr 2022 – Investing)
• Vanguard UK – The FTSE Global All Cap Index Fund (18 Apr 2022 – Investing)
• How to open an Index Fund Investment Account – Vanguard (11 Apr 2022 – Investing)
• The Creation of Money “Part 2” (4 Apr 2022 – Extra)

March 2022

• The Creation of Money “Part 1” (28 Mar 2022 – Extra)
• The Power of Cost Averaging Investment Strategy (21 Mar 2022 – Investing)
• The Financial System – The Central Bank (14 Mar 2022 – Investing)
• The Banking Industry – The 4 Common Types of Banks (07 Mar 2022 – Investing)

February 2022

• Banking & their History (28 Feb 2022 – Investing)
• The 5 Golden Rules for Luxury Spending (21 Feb 2022 – Savings)
• Employment, Sales & Artist (14 Feb 2022 – Extra)
• Why should we save and invest our hard-earned money? (07 Feb 2022 – AUDIO BLOG VERSION)

January 2022

• 2021 Overall Portfolio Performance – Three Portfolio added together (31 Jan 2022 – Investing)
• 2021 Freetrade Portfolio Performance – The Global Equity Portfolio (24 Jan 2022 – Investing)
• 2021 Vanguard Portfolio Performance – The Index Mutual Fund Portfolio (17 Jan 2022 – Investing)
• 2021 Col Financial Portfolio Performance – The Philippine Market Portfolio (10 Jan 2022 – Investing)
• Spend with Intent, while maintaining Security (03 Jan 2022 – SOLO PODCAST)

December 2021

• Financial Literacy is not the Answer. . . . (27 Dec 2021 – Extra)
• Part 2 – The Inflation Adjusted Retirement Calculator (20 Dec 2021 – Investing)
  • Audio Blog Version of “2/2 The Inflation Adjusted Retirement Calculator”
• Part 1 – The Inflation Adjusted Retirement Calculator (13 Dec 2021 – Investing)
  • Audio Blog Version of “1/2 The Inflation Adjusted Retirement Calculator”
• Relative Valuation – The Price-to-Tangible Book Ratio (06 Dec 2021 – Investing)

November 2021

• Personal Finance & Investing – The Start (29 Nov 2021 – SOLO PODCAST)
• Relative Valuation – The Price-to-Book Ratio (15 Nov 2021 – Investing)
• The Breadwinner Company (08 Nov 2021 – Extra)
• Relative Valuation – The Price-to-Earnings Ratio “Part 2” (01 Nov 2021 – Investing)

October 2021

• Relative Valuation – The Price-to-Earnings Ratio “Part 1” (25 Oct 2021 – Investing)
• The Digital & Traditional Economies (18 Oct 2021 – Extra)
• Budgeting & Prioritization (11 Oct 2021 – Savings)
• Diversification (04 Oct 2021 – Investing)

September 2021

• A Simple Market Narrative (27 Sept 2021 – Investing)
• The Pyramid Scheme (20 Sept 2021 – Extra)
• Popular Financial Scams (13 Sept 2021 – Extra)
• Bankruptcy in the UK & the Philippines (06 Sept 2021 – Saving)

August 2021

• Bankruptcy (30 Aug 2021 – Saving)
• Debt Free Journey (23 Aug 2021 – Saving)
• DEBT (16 Aug 2021 – Saving)
• The Psychology Behind the Excessive Spending Habits (09 Aug 2021 – Extra)
• The Evolution of Money (02 Aug 2021 – Extra)

July 2021

• Free Cash Flow (26 July 2021 – Investing)
• The Cash Flow Statement (19 July 2021 – Investing)
• The Balance Sheet (12 July 2021 – Investing)
• The Income Statement (05 July 2021 – Investing)

June 2021

• What are Dividends? (28 June 2021 – Investing)
• Buy and Hold Strategy (21 June 2021 – Investing)
• Popular Investing Strategies (14 June 2021 – Investing)
• How to teach children to save money (07 June 2021 – Extra)

May 2021

• Retirement Planning – The Rule of 300 (31 May 2021 – Saving)
• Retirement Planning for Millennials & Gen Zs (24 May 2021 – Saving)
• Exchange Traded Fund (17 May 2021 – Investing)
• Active & Passive Funds (10 May 2021 – Investing)
• Mutual Funds (05 May 2021 – Investing)

April 2021

• Mister Capital Markets (26 Apr 2021 – Investing)
• The Financial Markets ( 19 Apr 2021 – Investing)
• UK’s Tax Exempted Individual Savings Account ( 12 Apr 2021 – Investing)
• Stocks & Shares ( 05 Apr 2021 – Investing)

March 2021

• How Shares are made and how the Stock Market works ( 29 Mar 2021 – Investing)
• Financial mutant level of managing money – Your own Cash Flow (22 Mar 2021 – Saving)
• Financial mutant level of managing money – Your Net Worth (15 Mar 2021 – Saving)
• Financial mutant level of managing money – Your own Income Statement (08 Mar 2021 – Saving)
• Bond Laddering Strategy (01 Mar 2021 – Investing)

February 2021

• What is a credit rating? (22 Feb 2021 – Investing)
• Valuing Bonds (15 Feb 2021 – Investing)
• Bonds Asset Class: Making Money From Debt Of Others (08 Feb 2021 – Investing)
• Investment Risks (01 Feb 2021 – Investing)

January 2021

• Simple and Compound Interest (25 Jan 2021 – Investing)
• The 5 basic Asset Classes (18 Jan 2021 – Investing)
• Basic Financial Planning “Part 2” (11 Jan 2021 – Savings)
• Basic Financial Planning “Part 1” (04 Jan 2021 – Savings)

December 2020

• The motivation of life and money management (28 Dec 2020 – Extra)
• Saving money for safety and security (21 Dec 2020 – Savings)
• Do-It-Yourself Budgeting strategies for everyone (14 Dec 2020 – Savings)
• Why knowing our spending habits are important before saving money (13 Dec 2020 – Savings)
• Why should we save and invest our hard-earned money? (13 Dec 2020 – Savings)