Wednesday, April 3, 2024

the CORRECT way to think about MMFs

https://www.turtleinvestor.net/mari-invest-negative-returns/


turtle wrote a good piece


most important is the table of the returns distribution


2.6% of the time the fund loses money

12.4% of the time the fund is flat

85% of the time the fund is up


what are savings accounts at banks?

it is the bank accepting the above returns distribution

paying you a fixed % because you are humji

and pocketing the difference as their profit


or if you are a fancy pro investor

net interest margin


most retail bank products are basically this

you want a 1 year FD with a bank?

DBS offers 3.2%, because 1 year SGS is 3.45%


you want a 6 mth FD with a bank?

ICBC offers 3.35%
RHB and SCB 3.2%
UOB and OCBC 2.9%

why? because 6 mth SGS is 3.75%


check yourself

https://eservices.mas.gov.sg/statistics/fdanet/BenchmarkPricesAndYields.aspx


actually, bad examples because FDs are stupid and banks suck

but just an example to show that ppl okay with volatility can sell stability to suckers at a profit


there is nothing wrong to want stability

just know that you WILL pay $$$$$ for it


maybe embrace that life is not a straight up only line

it is unnatural and weird to be a straight up only line


you do not need investments that go up in a straight line

you just need to be a better investor that is not humji when prices go down temporarily

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