Journal to portfolio afterlife

[portfolioafterlife]

Non è una cosa da attendersi per "domani".

I do think we are probably spinning toward a cryptographic apocalypse, at least if quantum computing lives up to a fraction of what seems to be the potential. We really could wake up one morning and discover that all the encryption in the world is broken… so there's that to consider.

Direi che dipende da chi arriva a farlo (NSA, 3PLA, ...).

A Shift In Cryptocurrencies

Bitcoin has fallen almost 50% from its peak, and the future seems far less certain than it did a year ago. Read more.

seekingalpha.com

 

[portfolioafterlife]

E' uno degli argomenti più "hot".

 

[portfolioafterlife]

Ci vorrebbe una possibilità di investimento come questa in Europa, ci investirei una parte del portafoglio.

Masterworks - Learn to Invest in Fine Art

 

[portfolioafterlife]

 

[portfolioafterlife]

Della continua crescita del debito ne avevo già scritto. Ritenere che possa essere un problema nel breve termine è una fallacia logica.

Il sistema della moneta-debito regge dalla caduta del gold standard e potrebbe continuare per molti anni a seguire nonostante la moneta inflazionata. Anzi, se persiste l'inflazione il debito si andrà a ridurre. E' un dubbio da porsi e prudenzialmente qualche asset come assicurazione ci può stare.

 

[portfolioafterlife]

Il settore azionario growth esce con le ossa rotte nel mese di gennaio, non solo negli USA.

 

[portfolioafterlife]

La nuova frontiera del marketing: l'etichetta ESG.

A Bloomberg Intelligence analysis earlier this year showed that BlackRock’s ESG Aware holds a portfolio that closely tracks both the S&P 500 and BlackRock’s own top-selling S&P 500 fund, with two notable exceptions: The ESG fund has a “sustainable” label thanks to MSCI, and it’s more heavily weighted in 12 fossil fuel stocks than the actual S&P 500. Asked for comment, BlackRock said that the fund is not designed to offer investors the top ESG-scoring companies and that it shouldn’t be compared to the S&P 500.
One other critical difference between the two BlackRock funds: Fees for ESG Aware are five times those for the S&P 500 fund. The ESG fund, now holding $24.8 billion, has grown by about $1 billion a month.

Sustainable Investing Is Mostly About Sustaining Corporations

Wall Street uses ESG ratings to boost “sustainable” labels on stock and bond funds—but what do these ratings really measure?

www.bloomberg.com

 

[portfolioafterlife]

Un mattoncino da leggere ...

Value Investor's Guide to Web3

We apply our intangible value lens to Web3 tokens.

www.sparklinecapital.com

 

[portfolioafterlife]

When we stop growing intellectually, our memory fades, our cognitive ability diminishes and our brain physically shrinks. That is why it’s so important to create a retirement lifestyle that engages and challenges us, one that forces us to use our brain the same way we did while working.

Use It or Lose It - HumbleDollar

THERE’S AN EXPERIENCE I keep thinking about. I was visiting Italy pre-pandemic, enjoying a great dinner with a lovely family. I was introduced to two nonnas—grandmothers in Italian—who were in their 80s. Although fine physically, they were both suffering from dementia. That got me thinking about...

humbledollar.com

 

[portfolioafterlife]

But in the stock market, being right and making a profit aren’t necessarily the same thing. And being wrong and incurring a loss aren’t same either.

In other words, successes and failures get personalised when the ego gets involved. And bringing in the ego is the fastest way you can sabotage your investing.
The truth is that investment gains and losses are never a reflection of your intelligence or self-worth. In fact, investing is not about being right or wrong. It is about making decisions, after careful consideration. That is where you sow the seeds of future outcomes, good or bad.
But an outcome is, well, just an outcome, never to be taken personally.
When you decouple your ego from a bad outcome, it creates an opportunity for you to learn from it.
When you decouple your ego from a good outcome, it saves you from future disasters.

How to Stop Sabotaging Your Investing - Safal Niveshak

There are negative connotations attached to the word 'loss.' It’s considered as a synonym to failure. The words loss, wrong, bad, and failure are all regarded as same.

www.safalniveshak.com