The World’s Most Cautious Investor Just Described Your SGX Portfolio 🦖
The World’s Most Cautious Investor Just Described Your SGX Portfolio 🦖
Everyone is staring at US tech charts and arguing about whether the AI boom is a once-in-a-generation opportunity or a classic bubble. What almost no one talks about is that Jeremy Grantham, the same guy who called the dot-com crash and 2008, is now telling global investors to get out of crowded US tech and into income assets outside America, while you already sit on a guaranteed CPF anchor most of them would kill for. The “boring” SGX income portfolio you feel embarrassed about is almost exactly what one of the world’s most cautious investors just described on a global stage.
For a Singapore investor trying to protect CPF and SRS, the tension is simple, every extra dollar you push out of your 4 percent CPF floor into equities must earn a clear premium to justify the risk, especially when veterans are calling AI a bubble and warning of heavy downside in US stocks. That is why I keep hammering on yield hurdles and balance sheet strength, and why I treat CPF as the defensive anchor the Americans Grantham worries about simply do not have, not as small change to raid for the latest story stock.
📺 YouTube: https://youtu.be/7zPYq-W51oo
📩 Substack: https://investingiguana.com/p/the-worlds-most-cautious-investor
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