Buying the S&P 500 today? Wait. These 7 Graphs Might Change Your Mind.
As portfolio managers, we are constantly reminded of changes in the world’s economy. This century may not belong to America. And my portfolio needed to reflect it.
All Insights
15 Years On, We Fall For The Same Tricks – Madoff: The Monster of Wall Street On Netflix (Review)
The 2023 Netflix docuseries dives into the largest Ponzi scheme in history.
Although the scheme was discovered in late 2008, investors are still falling for the same tricks.
Weekend Reading – Bonds Rollercoaster: Fear, Greed, and the Search for Safe Havens
â–¶ Four Reasons Bond Yields Are Rising
â–¶ Don’t fret about lower bond prices. Bonds mature at par.
â–¶ Have Bonds Finally Reached Escape Velocity
â–¶ Sovereign Bonds: In search of safe havens
â–¶ The 4 big structural forces holding back China’s economy
â–¶ Everything & Everyone Underperforms Eventually
Weekend Reading – Best Bond ETFs & 9 Biggest Mistakes Millennials Make
➡️ Market Cap (Weighted) Hated Indexes
➡️ Why Aren’t Investors Selling Stocks to Buy Bonds?
➡️ One of the best ways to build and maintain an investment portfolio is by stress testing different scenarios
➡️ No time to risk- how to pick a bond ETF for the long run
➡️ Visualising the $105 trillion economy in one chart
➡️ Why Aren’t Investors Selling Stocks to Buy Bonds?
➡️ Is Britain really as poor as Mississippi?
No Time to Risk: How To Pick a Bond ETF For the Long Run
Bonds are your shield for medium to long-term portfolios, even when deflation strikes. Ready to master Bond ETFs? Let’s break it down in 5 steps. We have also shortlisted candidates assuming you want to hedge currencies.
Weekend Reading – Millionaire Expat: How To Build Wealth Overseas
➡️Millionaire Expat: How To Build Wealth Overseas
➡️BlackRock launches Fixed Maturity Bond ETFs in Europe
➡️Wall Street Thinks You’re Dumb: The Rise Of Wise Money
➡️How To Determine Your Investment Risk Tolerance
➡️7 Things I Don’t Own in My Portfolio
➡️Vanguard’s perspective on the U.S. credit downgrade
➡️Why does the BlackRock MSCI World ETF exist?
How You Can Cycle The World – A Practical Guide
While you may be here to read about investing, some of you were curious about ways to travel the world on a bike. In 2019, I covered 20k km with a rugged touring setup, favouring it over the sleeker bikepacking style. It let me venture into the wild autonomously for up to a week. Now, I’m into shorter bikepacking adventures.
Here are my key practical insights to get started. But also to lower your cost of travel, in general.
Weekend Reading – Avantis Launches Small Cap International Stock ETF
➡️ Do trend following managed futures impact safe withdrawal rates?
➡️ Is Cash the Best Insurance Asset?
➡️ Investment portfolio examples: asset allocation models for beginners
➡️ Exposing financial charlatans – the YouTube trading course seller
➡️ 7 steps to a better portfolio
➡️ For bond investors, near-term pain but long-term gain
➡️ Avantis Launches Small Cap International Stock ETF
Wall Street Thinks You’re Dumb: The Rise Of Wise Money
Wall Street likes to make a clear distinction between Institutional Investors and Retail Investors. It’s Smart Money versus Dumb Money. But Mass media is largely ignorant of the rise of relatively new two breeds on retail investors.
Exposing Financial Charlatans – The Youtube Trading Course Seller
Financial charlatans pose a significant threat. The danger is twofold: they undermine trust in legitimate financial education and practices, and they may severely impact individual investors’ financial plans and life prospects.
It’s crucial, to expose their practices and keep investors on alert.
