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 | 84 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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onlyfin.substack.comLatest Issues
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...
Sep 2026 - The Interest Rate Battle Royale
The Fed, the Treasury, bond vigilantes, and inflation
Last month I told you I was putting my cash back to work, deploying into undervalued emerging markets and hard commodities just as the crowd was turning fearful, because the one signal...
Gem Finder Aug 2026 - Semiconductor Packaging
The constraint on AI hardware is no longer the chip, it is getting it packaged
This month’s gem is a company most people outside the semiconductor industry have never heard of, and yet a great deal of the world’s silicon, and a fast-growin...
Portfolio Pulse - Aug 2026
Overall Performance
As I write this, the market is back at all-time highs. The first week of August handed us a jobs report that did not just miss but went negative, with the US economy shedding 23k jobs in July against expectations f...
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| Subscribers | Engagement | 63 | Monthly Web Visits | ||
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| 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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