OnlyFin
Wilfred Lim, CFAOnlyFin is for busy working professionals who want to invest well without spending their weekends reading research reports.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 74 | Founded | 3 years ago | Last Issue | 9 days ago |
| Active | |||||
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onlyfin.substack.comLatest Issues
Portfolio Pulse - Jun 2026
Overall Performance
May tested every thesis at once and held. The stagflation anxiety of the first fortnight gave way into month-end as a strong NVIDIA print, a sharp oil reversal, and a softer-than-feared core inflation read flipped...
Jun 2026 - Bubble or not, the Melt Up is Real
Melt ups are exhilarating but usually don't end well for most. Here's how I'm positioning with one foot out the door.
May 2026 was the month the market tested every thesis at once and came out the other side still standing. After the stagf...
Gem Finder May 2026 - The Brokerage Mispriced as a Crypto Stock
Headline missed because crypto collapsed. Everything else accelerated.
The market has a pattern of mispricing diversified businesses as single-line businesses when one line gets too much attention. It happened to Amazon when AWS was buried...
Portfolio Pulse - May 2026
Overall Performance
April delivered the V-shape recovery I had positioned for, with the S&P 500 rallying from sub-6,400 lows in early April to close above 7,200 by month-end for the first time in history. The TACO thesis I held throug...
May 2026 - War? What War?
The market just declared the Iran war over. WTI says otherwise. Here's how I'm positioning for May.
April was the month the market decided the Iran war did not matter. The S&P 500 closed above 7,200 for the first time in history. The Magni...
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Authors
The writers behind this newsletter.
I'm a CFA charterholder and portfolio manager with over a decade of experience managing multi-asset portfolios. I write OnlyFin for busy working professionals who want to invest well without spending their weekends reading research reports.
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