'I can think. I can wait. I can fast.' This phrase goes beyond mythology and applies rather well to the practice of prudent investing.

Sharing the Factsheet for 31Dec19. We enter 2020 with half of our portfolio playing defense against the known and the unknown.

WeWork appears to be a broken business model at best. Beware of its proposed IPO.

A wonderful note from 1969. The state of your savings does have a lot to do with how tall you walk.

Sharing the 30Jun19 allocation. For an investor, a quick look at the portfolio construct beats the manager's outlook commentary any day.

Its not about which one is better but rather how to blend merits of both Active and Passive styles into a superior portfolio design.