Journal to portfolio afterlife

[portfolioafterlife]

Perde il 70% in altcoin ed esce ? Ma non era consapevole che esistono i crypto winter? Specialmente in uno scenario risk/off con tassi in rialzo.... mah.

We All Knew This Would Happen

On making investment mistakes even when you know better.

ofdollarsanddata.com

Nel settore disruptive technology è da monitorare l'etf itek, se ci sarà un crollo dei mercati, per un ingresso a prezzi appetibili.

HANetf

HANetf is Europe's first dedicated independent white-label ETF platform – helping create and launch UCITS ETFs.

www.hanetf.com

 

[portfolioafterlife]

Io ci investo nel settore altcoin ma su quelle più capitalizzate, non sulle scommesse. L'etn altc che ho in portafoglio ora perde il 35% rispetto al mio pmc e quota a -53,9% rispetto ai massimi (ma è listato da dicembre '21). Se fosse stato listato qualche mese prima, stimo che il max drawdown rispetto al prezzo attuale sia -62%.

WisdomTree Physical Crypto Altcoins ETP ETN | A3GUPB | GB00BMTP1519 | Price

WisdomTree Physical Crypto Altcoins ETP price in real-time (A3GUPB / GB00BMTP1519) charts and analyses, news, key data, turnovers, company data.

www.boerse-frankfurt.de

 

[portfolioafterlife]

Non guardare. Siete avvertiti. Si parla di Ucraina ma con narrazione diversa da quella dei principali canali mainstream, e con un dialogare troppo tranquillo.

https://nove.tv/programmi-nove/accordi-e-disaccordi-dove-vederlo-tv-streaming/

 

[portfolioafterlife]

Decisamente oggi non è la giornata del politically correct, molto spesso sono in disaccordo con lui ma su questo tema gli do ragione.

Il Corriere e i lavori di merda.

Esistono due italie. Una che soffre milioni di disoccupati, e una che invece ha piena occupazione, dove le aziende offrono stipendi principeschi allo scopo di convincere dei giovani fannulloni (evidentemente milionari) a lavorare. E' l'Italia del Corriere della Sera. L'Italia dei Briatore che...

keinpfusch.net

 

[portfolioafterlife]

Si parla di bond.

Inflation is no reason to change strategy

https://www.rock-wealth.co.uk/inflation-is-no-reason-to-change-strategy/

 

[portfolioafterlife]

In a market that swings violently, you have to try and remain steady. All storms eventually end.

This is Where Dragons Lurk - The Irrelevant Investor

The crazier the market, the steadier you need to be

theirrelevantinvestor.com

 

[portfolioafterlife]

Exercising and eating clean won’t keep you from never getting sick or worse.
A sports team can immaculately prepare for an opponent and get smoked.
Following a recipe to the tee doesn’t prevent a sour apple pie.
Your expensive wedding planner can’t stop it from raining.
Don’t take it personally.
Preparation and process are integral for success, but there are no warranties or do-overs.
Investing in 2022 is a prime example of the best-laid plans going haywire.

Nobody Wants To Tell You This - A Teachable Moment

tonyisola.com

 

[portfolioafterlife]

Sono totalmente d'accordo, così come è utile una schedulazione chiara degli impegni ed attività.

Let me repeat: Having a routine is critical in retirement. It’s critical to both our physical and mental vitality. All the studies show that, without structure and routine, our cognitive capacities tend to decline more rapidly as we age. I don’t want that, and so I’ve kept to pretty much the same daily schedule I had when I was working.

The difference now, of course, is that my routine is devoted to what I want to do, rather than what a big company wants me to do.

Look Before Leaping - HumbleDollar

WELL, I’M SIX MONTHS into my retirement from the corporate world. How are things going? Any regrets? Any big surprises? No regrets, for sure. I knew that leaving the workplace at age 61 would be a tradeoff of freedom gained versus money forgone. But I had a second-act dream to pursue—becoming an...

humbledollar.com

 

[portfolioafterlife]

Comparing the U.S.-based Russell and Euro Stoxx value indexes – and despite their similar fundamental characteristics – we discovered the European index was up less than 20% while the American one was up nearly twice as much.
Along with moving through time itself, the remaining variable that explains all this is of course the forward multiple expansion for U.S. Value (or, compression, the case of the Europeans).
Taking a step back and looking at the complete indexes – which included both value and growth securities – we saw overall multiple expansion for the Americans (and compression for the Europeans).
Most interestingly, when you compared the multiple premiums for growth and value across the two regions, it was the discount (in Europe) for value that had increased by the largest margin.

Here's why European value stocks could top U.S. growth plays over the next decade

There's no "problem with Europe".

www.marketwatch.com

 

[portfolioafterlife]

Is Innovation Investable? | bps and pieces

bpsandpieces.com