Journal to portfolio afterlife

[portfolioafterlife]

Non ci penso per nulla a vendere i miei bond:
EMBE ytm 6,5% duration 8,1
HYLD ytm 5,3% duration 3,8

 

[portfolioafterlife]

Quando chi predica bene razzola male ...

Aside from cutting spending, retirees can try to protect their nest eggs by reducing their exposure to stocks and bonds, he said. While Mr. Bengen said he would normally invest about 55% of his savings in stocks and 45% in bonds, his concerns about both markets have left him with closer to 20% in stocks and 10% in bonds, with the rest in cash.

Cut Your Retirement Spending Now, Says Creator of the 4% Rule

The combination of high inflation and high market valuations could require revisions to the retirement rule-of-thumb.

www.wsj.com

 

[portfolioafterlife]

Beh, per i fondi pensione sono tempi difficili.

So, interest rates are going to rise…

Central banks in the United States and the UK are finally embarking on a rate hike cycle and that means that interest rates are slowly normalising.

klementoninvesting.substack.com

 

[portfolioafterlife]

With so many brilliant people devoting their careers to active management, why are their results so disappointing? Here are 10 reasons.

https://www.advisorperspectives.com/articles/2022/04/18/why-is-active-management-so-difficult

 

[portfolioafterlife]

Smart investors know that when a theory conflicts with the data, throw out the theory, not the evidence. As you have seen, the evidence makes clear that if you are seeking to hedge the risk of inflation, instead of chasing dividend-paying stocks, you are best served by staying disciplined and broadly diversified, which provides you the best chance of achieving your financial goals.

Do dividend-paying stocks hedge against inflation?

Amid fears over rising inflation and interest rates, many investors are looking to hedge against those risks. A commonly held view is that, at times such as these, dividend-paying stocks provide more income protection and higher returns than stocks that pay small dividends or no dividends at...

www.evidenceinvestor.com

 

[portfolioafterlife]

Europei, contribuite tutti allo sforzo bellico!

«Guidate piano, abbassate il riscaldamento». I 9 consigli Ue per ridurre la dipendenza dalla Russia

La Ue esorta a guidare meno, abbassare l’aria condizionata e lavorare da casa per ridurre la dipendenza dal l’energia russa. Le misure, elaborate con l’Iea, farebbero risparmiare quasi 500 euro l’anno a famiglia

www.corriere.it

 

[portfolioafterlife]

 

[portfolioafterlife]

Stoppiamo immediatamente gli acquisti di petrolio e gas russo. Contribuiamo allo sforzo bellico! I conti della recessione europea li faremo dopo, la libertà degli ucraini non ha prezzo.

 

[portfolioafterlife]

Che ci capiscono la Yellen, la Buba e FMI, contribuiamo allo sforzo bellico, la libertà non ha prezzo!

Allerta Usa: “L'embargo sul petrolio russo avrebbe un impatto negativo per l’Europa”

La segretaria al Tesoro, Janet Yellen, avverte Bruxelles sugli effetti dell’eventuale stop alle importazioni petrolifere da Mosca. L’Ue al lavoro sul sesto pacchetto di sanzioni

europa.today.it

Gas russo, Bundesbank e Fmi: «Recessione sicura con stop immediato alle forniture»

Uno stop immediato dell’Ue alle forniture energetiche russe ci trascinerebbe «nella peggiore recessione degli ultimi decenni». Adesso anche la Bundesbank gioca la carta della...

www.ilmessaggero.it

 

[portfolioafterlife]