Do you know the frequency illusion? It is a concept in psychology that describes, for example, once you purchase a new car you start seeing it everywhere. It is also called the Baader-Meinhof phenomenon but well, I guess “frequency illusion” was Read more
The importance of establishing your investing decisions on Excel models instead of ‘feelings’ or opinions, reminder #452. It took me more than a week while working on a post titled “one year of leverage” to realize that, actually, I opened Read more
In April this year, I introduced The Italian Leather Sofa model portfolio. As a reminder, here is the portfolio composition: 60% stocks (via NTSX) 40% bonds (via NTSX) 20% trend (via DBMF) 10% commodities trend (via COM) 4% Tail risk Read more
Growing up, I did not care much about Guns n’ Roses and yet it was impossible to avoid this t-shirt: Kill Your Idols is a saying of advice to artists of all sorts to eliminate the behaviors or styles of Read more
If you landed on this blog, you probably know what target-date funds are and why they are one of the preferred instruments to save for retirement. They are designed to be a simple, one-stop solution for savers. The concept is Read more
I struggled a bit with a post this week. Week…that’s my ideal goal, write on a weekly basis but as you can see, I am usually behind schedule. I am preparing a post around the “glidepath” but I cannot find Read more
The starting point of my journey in personal finance and investing was trading. Trading was my first love. This is the reason why I only recently had a look at annuities; for a long time, I considered the instrument as Read more
I discovered @MacroAlf and his YouTube/podcast only recently. Sunday morning my daughter decided to wake me up at 6.30 am and since it was the first day in almost two months I did not have any NBA game to watch, Read more
Two weeks ago I wrote a post about the All Weather Portfolio. Since the beginning of 2022, there has been an extensive discussion about “static stock&bond allocations” because both assets suffered significant losses. We were promised uncorrelated returns and yet, Read more
This is a port-mortem about my investment in the crypto token $LUNA. The token came on my radar after I read The Generalist briefing about it. I started reading The Generalist just a few months prior, after their infamous trilogy Read more