Category Archives: Invest

These guides cover how to invest from Singapore: choosing between ETFs, unit trusts and individual stocks, what CPF and SRS can and can’t be invested in, how brokerage and robo-advisor fees compare, and how to weigh risk against your time horizon. Planner Bee accepts no paid placements or sponsored positions, so what you read here isn’t shaped by which platform pays most.

The Big Risks of Taking No Risk

Slow and steady may not eventually win you the race.

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Is Backtesting A Viable Investment Strategy?

Backtesting is a tool that you can use when exploring new markets and strategies. It...

Investment Portfolio Basics: What is it, and How to Build One?

The core of personal investment is your portfolio. Discover what it is, how to allocate...

What Beginner Investors Should Know Before Getting Started

Starting your investing journey? Learn what beginner investors should know before getting started, with simple...

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Endowment Plans 101: What to Look Out For

Are insurance endowment plans right for you? These are the elements to understand before you...

GrabInvest AutoInvest Review: Good Idea but Lacking in Execution

A review of Grab’s GrabInvest AutoInvest product. Could this be the easiest way to micro-invest?

Sell 1 HDB, Buy 2 Condo: No or Go?

Is the “sell one HDB, buy two condos” a wise property investment move right now?

Why Some People Don’t Want Long-term Insurance Savings Plans

Why you shouldn’t commit to a long-term insurance savings product, also known as an endowment...

All the Questions People Ask Us About Annuity Insurance Plans

Should you buy an annuity insurance policy? What are the loopholes? What should you watch...

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Personal Finance 101: What Are Funds?

There are many types of investment funds and they are managed by professionals, pooling money...

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Investment Asset Classes Explained: What’s What, and Their Pros and Cons

Breaking down the world of investing into five major asset classes.

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Switch on your “System 2” Thinking for Smart Investment Decisions

Smart investment decisions require a system 2 thinking. Understand Daniel Kahneman’s approaches to thinking so...