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Asset Allocation

The Homegrown-vs-Foreign Fight: Should Taiwan's "Native Dog" Retail Investors Fight for the Moment, or for Absolute Return?

The Homegrown-vs-Foreign Fight: Should Taiwan's "Native Dog" Retail Investors Fight for the Moment, or for Absolute Return?

Taiwan's market stages a homegrown-vs-foreign brawl every day — retail against the institutions. The brutal part first: the data proves retail, in aggregate, loses. But you don't lose on IQ — you lose on "fighting for the moment."

Is the 30% U.S. ETF Dividend Tax a Non-Issue for Taiwanese? How the Tax Actually Adds Up

Is the 30% U.S. ETF Dividend Tax a Non-Issue for Taiwanese? How the Tax Actually Adds Up

The 30% U.S. ETF dividend withholding tax is often misread by Taiwanese investors. This guide explains withholding, capital gains, Taiwan AMT, estate tax exposure, and when UCITS ETFs may make sense.

Overseas Broker vs. Sub-Brokerage: The Total-Cost Guide for Taiwanese Buying U.S. ETFs

Overseas Broker vs. Sub-Brokerage: The Total-Cost Guide for Taiwanese Buying U.S. ETFs

A total-cost guide for Taiwanese buying U.S. ETFs through sub-brokerage or overseas brokers. It compares FX, wires, commissions, SIPC coverage, and tax-reporting responsibility by route.

Why Taiwanese Investors Should Know Overseas ETFs: Learn the Rules Before You Open the Menu

Why Taiwanese Investors Should Know Overseas ETFs: Learn the Rules Before You Open the Menu

Taiwan's bond ETFs are plentiful, but its stock-side tools have a structural gap. This article explains the overseas ETF menu through asset allocation, fee compounding, tax cost, and ETF screening rules.

The Question Is Not Which ETF, But How Much: Position Sizing and the Age Method

The Question Is Not Which ETF, But How Much: Position Sizing and the Age Method

2X ETF position sizing and life-stage allocation: how to size SSO and QLD, use core-satellite portfolios, rebalance, and shift from growth to income near retirement.

Can You Eat It and Still Sleep? The Real Risk Test for 2X ETFs

Can You Eat It and Still Sleep? The Real Risk Test for 2X ETFs

2X ETF risk tolerance framework: knowledge, confidence, drawdowns, human behavior, cash flow, family pressure, and whether investors can truly hold SSO or QLD.

Why SSO and QLD Can Look So Strong Long Term: Same 2x, Different Risk

Why SSO and QLD Can Look So Strong Long Term: Same 2x, Different Risk

SSO vs QLD long-term comparison: returns, volatility, beta, Sharpe ratio, maximum drawdown, liquidity, and the different risk engines behind 2X U.S. ETFs.