am effectively long LIR

So far, I have experienced two short windows of LIR (pre-paid). So far, I see myself as net-long LIR i.e. thriving on rising LIR. However, this 3rd loan tenor will be “indefinite”… the prem financing loan (https://tanbinvest.dreamhosters.com/wp-admin/post.php?post=110&action=edit). Am 90% confident that I’m still long LIR.

— Observation: rising LIR has always accompanied rising DIR, though DIR may rise less than LIR.

— Fact: net creditor to banks… My cash balance always dwarfs my bank loan. At any time I always have enough to pay off my loans.

— Fact: big saver… Most of my adult life (let’s focus on post-2007) I have enjoyed a good brbr. Consequently, during high-LIR times, I have amassed growing cash piles and rode the DIR wave, or suffered from low yield

— Fact: high-LIR environment helps prop up payout rate of my paid-up insurance plans.

— Observation: high LIR may accompany inflation [ erosion of SGD purchasing power ] but LIR and inflation are not well-correlated. Singapore inflation is more correlated with exchange rate not LIR .. a key feature of the Sgp economy and MAS.

[21]nestEgg enuf2preempt stressful return2U.S.

How does CAD and additional potential health declines affect my answer?


As of 2021, we have a fully paid home enough for 4. I will also earmark enough for two FRS cpfLife accounts. Such a high_ground is an achievement, but might be harder to maintain after SBH.

Q: Beyond those assets, what level of nest egg would preempt/eliminate the need to migrate to the U.S.?
A: I used to (and still sometimes do) feel the cautious answer is $3M. However, based on the below assumptions, we need SGD 800-1600k to justify shelving the U.S. migration idea.

  • Assumption 1a: in terms of SGD monthly burn rate [excluding tax outlays, including bx], I will assume S$5-6k total outlay is “comfortable” even after the recent (2022-24) elevated inflation
  • Assumption 1b: in terms of Singapore salary.. for simplicity I will pick a nice number of $100k/Y from age 47 to 55, but $0 afterwards (in Singapore) -> 700k work income.
  • ^ ^ Those are the big assumptions ^^
  • Assumption 2: after kids grow up, we really don’t need more than $1500/person (inflation considered), so FRS cpfLife can be sufficient
  • Assumption 3: Unlike [1], I may choose to set aside an elastic S$100-200k/child for college -> up to S$400k.
  • Assumption(methodology) 4: Count cpfLife but Ignore NNIA + inheritance + grown-up children’s contribution + ..
  • No assumption about lease spread on HDB flat, even after 2035, since grown-up children may stay with us.

— the calc done in Nov 2021, before selling the #1173 home. I have the spreadsheet in github.

  1. Nov 2021 to 2035 when meimei graduates, we need 6k * 12M * 14Y = 1008k, marginally higher than [1]
  2. 2036 to Jan 2039 wife+I need 36k * 3Y ≅ 110k, matching [1] 100%
  3. Sometime before Jan 2039, top up 200k to my cpfRA to the max, ignored in [1]
  4. 2039 to 2043 we need only $0 assuming my cpfLife ERS starts paying around $3k/M (as I would max out on my cpfLife). This amount is explicitly ignored in [1].
  5. Sometime before Aug 2043, top up wife’s cpfRA by an increment of [$0] to generate $0/M payout. Together we need only $3k/M payout. This amount is explicitly ignored in [1].
  6. ^ ^ ^ Adding 400k [Assumption 3] to the above ≅ 1720k total outlay ^ ^ ^
  7. 700k total salary according to Assumption 1b
  8. nest_egg_needed = S$1020k, excluding our CPF balance as of Nov 2021

However, I stand resolute against lifestyle creep, so S$5k/M is more than enough, and S$200k/child is unnecessary luxury.

— Some implications
Looks like my nest egg is barely enough to justify staying in SG for good !?

Need more analysis from different angles before I would feel assured.

Based on the above analysis, the #1 j4/advantage of U.S. migration is … dev-till-70. Right now with my MLP job I can extend my Fuller Wealth quite fast thanks to low burn rate, acceptable health conditions …. So I would go to U.S. only when I could “extend” faster in the U.S.

— Q: why most of my middle-class peers don’t feel so self-confident if they are in my (financial) shoes?
A1: Assumption 1a amount needs to balloon to 10k+ for them
A2: Assumption 2 amount needs to balloon to 6k for them
A3: Assumption 3 amount may not suffice for them

— Q4: what type of portfolio adjustments would improve my high ground and help obviate/preempt forced flee to the U.S.?

  1. term insurance for occupational disability till 65?
  2. more NNIA with limited appreciation, such as SgCP on mtg? Hig ground would sink. Poor liquidity , heavy debt.. TBD.
  3. USD 100k into SP500 .. no loan. Better buy-n-forget, more like rEstate, but lower DYOC than some rEstate.
  4. more NNIA with USD 100k into div stocks .. (hard to imagine myself persuaded) with some growth potential? Too risky. My high ground would sink.
  5. USD 100k into growth stocks? even more risky.

bccy: decentralized@@

A few “leading figures” have huge influence over bccy.  Vitalik, CZ, Armstrong etc. When they take a position on some important issue, they can block a proposed change.  I think this is similar to c++ standardization being a decentralized process. Big companies influence the process while individuals have basically no voice.

Instead of one government in control of a fiat currency, a bccy is largely controlled by a few big companies[bccy exchanges, ETF exchanges,,].

— governance of open source codebase

Q: who exercise control over linux kernel codebase?
A: it’s not by counting votes. It’s mostly controlled by the creator. Counting votes is very prone to manipulation. I don’t know about BTC or Ethereum codebases, but presumably similar.

In the big picture, there’s always some /governance/ in any open source codebase. When programmers disagree, they fork the codebase. So the Ethereum codebase could be forked thousands of times a year, but perhaps only a few forks had a following.

cryptos are supposed to remove the central authority (like a government), replaced with the network consensus mechanism. However, the software is still controlled by an elite group of programmers.

Some say that the BTC algorithm is unbiased and not subject to market forces. I am suspicious. Programmers are humans and market players.

Eth TheMerge in Sep 2022 .. was centrally coordinated, by a small number of code committers.

 

bold^critiq^jolt^origContent^misPerception

  • origContent .. is the “weakest” tag. By default, t_critiq and t_bold blogposts are also original contents.
  • t_critiq ..  critical, skeptical assessment of mainstream, conventional wisdom.
  • t_bold .. is the strongest, and most selective tag.
  • All 3 tags above are mutually exclusive.

t_jolt is often temporary for a few months to years.

safe div stock: comparable to corp bonds

Background: A few friends are interested in corporate bonds, but am not keen.

I now feel 4% DYOC stocks beat 6% high-yield bonds. Granted the bonds guarantee the payment rate but look at credit quality, reliability and appreciation.

  • if a bond has 6% coupon rate, then credit risk (dependable income) is questionable
  • if a bond is relatively safe with, eg 4% coupon rate, then I would say a 3% DYOC stock would be possibly comparable quality.

In all cases, the stock has chance of appreciation/depreciation.

A 4% CDY aristocrat beats most of the corporate bonds out there.

Is it(income+asset) inflation || improving` livingStandard

See also globalization reduc`min cost@ BasicHealthy Food

In China over 40Y salary went up 100~1000 times, rEstate appreciated as much (if not more). CPI inflation also stayed high for years, but probably less than salary. That’s why living standard improved for ordinary wage earners.

Fancy food, branded clothing, residential property, luxury car, branded college [3] … inflation largely driven by exclub. Xiaosheng.Liang (梁晓声) is the first to point out — As exclub demand increases, vendors increase prices. I think governments can’t do much about this demand, except property cooling measures.

Consider this semi-realistic scenario —

  • your salary has grown by 100%+ (i.e. more than doubled) over 10Y, but may gradually plateau or decline.
  • your equity asset portfolio has appreciated by almost 100% over 3Y, though you worry about crash. See Shiller: live more like millionaires
  • your rEstate asset portfolio has appreciated by (weighted) average 100% over 20Y, though you are not sure about bubble

Q: is your burn rate rising along?
A: it depends on the individual lifestyle (creep), and savings habits. So in some cases, burn rate would not rise as much as salary and investments. Look at my friend AshS.

Q: Compared to the China experience, is the above scenario evidence of currency depreciation (i.e. falling purchasing power)?
A: income and asset inflation perhaps, but I think CPI basket (your own, not the official basket) of goods in Singapore may show a modest inflation like 1-2%. You can easily verify that using your own food basket price, transportation price etc

Q: is rEstate and housing inflation ignored by CPI?
A: basically yes, but rental inflation is a major component of CPI. A home is classified as an investment asset rather than a consumption. See consumption inflation: inapplicable@realEstate

Based on these answers, the scenario can be very lucky, something like carefree easy life, provided AA) you maintain low burn rate and high brbr like 2.5 , and BB) the bulk (not a tiny portion) of your savings go into those high-growth investments exemplified above.

Actually, I choose to avoid BB in favor of current income.

Q: if you are “lucky” as explained, then how relevant is your own effort?
A: tricky. See blogpost on internal locus of control. Effort is part of each element. 1) Many people (me included) dare not touch U.S. stocks, so their mutual funds or Asia stocks are possibly less spectacular. 2) rEstate portfolio requires cash flow and (if overseas) active management

[3] U.S. elite private universities raise tuition fees at around 5% per year, based on my UChicago experience. This is clearly a luxury. This is the highest inflation in my personal experience.

— A paradox
(This scenario is fairly realistic. For tcost, I won’t explain the evidence.) I would say many of my peers enjoy salary and rEstate asset growth, but still complain. They complain about work-life balance, job insecurity, technology churn, parenting cost, housing cost, …. and their mediocre salary, but their income is in the top 5% nationally. Paradox !

I guess the paradox has to do with exclub and FOMO. See my “dream job” mail to CSY.

A similar paradox is FOMO^livelihood.

feeling richer^inferior @unchanged income #FOMO^livelihood explains “People feel richer when they rise relative to perceived peers, regardless of inflation/deflation, or income rise/fall.”

Therefore, these peers (XR, Deepak, CSY,,,) are actually much richer than before and much richer than their fellow countrymen, thanks to income and asset inflation, but they choose to benchmark with high flyers, spend like them, and therefore feel poor.

##hot assets2avoid esp.4 Lower-midClass

I see a pattern — if you are lower-middle class like me, but compete with the upper-middle class to acquire these hot, favorite, trophy or popular assets, you would feel the strain eventually. Wrong priority.

Possibly a strategic misstep if you can’t easily liquidate it or if you spend a sizeable amount maintaining a white elephant.

Rule_1: I avoid all of these assets.
Rule_2: always check overvaluation relative to alternatives, and check value/price ratio

[w=white elephant, often high maintenance trophy]

— eg: hot growth stocks with near-zero CDY or very high P/E
— [w] eg: big, luxury cars .. are for the rich
— eg: leading cities .. See mansion^commercial rEstate demand]leading cities #defy`gravity. Beside the Beijing home, all my properties fall outside the category. My HDB is not a private property 🙂
[w] NYC co-op has very high maintenance cost according to Chris Ma.

— [w] eg: top U.S. SDXQ homes, usually SFH with slightly higher psf valuation, but much bigger, therefore a white elephant. GRY suffers as a result.


Items below are not tradable “assets” per se, but still related to the same theme

— eg: medical school .. is for the rich, similar to luxury cars
— [w] eg: expensive branded colleges.  See luxury(+special)Edu: unaffordable to 中产华裔
UChicago is my 1st hand experience, and a breach of my Rule_1
— eg: international competition trophies .. takes lots of effort but often don’t mean much to your career.