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 | 87 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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onlyfin.substack.comLatest Issues
Gem Finder Oct 2026 - Pet Diagnostics Leader
The toll collector at every vet clinic
This month’s gem sits behind almost every blood draw at your vet. If you have ever waited in a clinic while a nurse took your dog or cat off for tests, there is a good chance the sample ran on this co...
Portfolio Pulse - Oct 2026
Overall Performance
September added +1.16% to the book, which lifts 2026 to +2.50%. It was a quieter month than August, and this time the hedges did the work.
The short in long-dated Treasuries gained 6.0% as yields climbed, oil rose...
Oct 2026 - The Yield Spike Playbook
10Y at 5.29%, Hormuz talks, and why I am cautiously stepping back into risk
Last month I told you I was taking profits, rebuilding cash and stacking hedges because the long end of the bond market was flashing a warning. That call paid off,...
Gem Finder Sep 2026 - Analog Chip Leader
The unglamorous chipmaker about to deliver thrilling cash returns.
This month’s gem is a household name in chips, one many of you will already know from its stock’s run through the AI-driven data centre boom, and one whose components sit i...
Portfolio Pulse - Sep 2026
Overall Performance
August was my best month of the year. The book returned +4.08%, which finally drags 2026 back into the green at +1.33% after a bruising first half. I would love to dress it up as some masterstroke, but the honest v...
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Subscribers, engagement, traffic and sponsorship for OnlyFin.
| Subscribers | Engagement | 62 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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