Every video/post about dividend investing should start with a big, clear disclaimer that says “This investment strategy is suboptimal; it might help you behaviourally but you are going to pay for the privilege”. Like those ads against piracy before a Read more…
It is almost the two-year anniversary of this post I wrote about the role of gold in a portfolio. A few days ago, someone re-posted on Twitter the research piece that prompted me to write my post (well, half of Read more…
I read a post from Ben Carlson about lifestyle creep and had a few thoughts. Mainly two, to be exact. “Feeling rich” and “being worried about money” are emotions, therefore exist because everyone is also exposed to the opposite. Can Read more…
Does an asset intrinsic risk/return profile change based on where I sit? Let’s start with an example. I live In Switzerland with my best friend. He is a really good sports bettor and he generates rather stable returns out of Read more…
Index: a sign or measure of something I have been reading complaints about market capitalisation-weighted indexes for a while. The latest reason is the over-exposure of the World Index to the US stocks…according to European investors; because if you ask Read more…
This post is a behind the scene compendium of my first (?!?) guest post on BankerOnWheels.com; or…whatever did not make the cut there but I did not want to throw it away (I wrote it while on holiday so it Read more…
Taxes are a thorny topic to cover, even for a finance blog. A 1% saving on taxes equals 1% more in (net) returns, and we all know how hard is to increase returns even by just 1%. But taxes serve Read more…
In April 2022, I introduced on this blog The Italian Leather Sofa Model Portfolio. As a reminder, here is the portfolio composition: The idea behind the portfolio is stolen from here. The link offers the best explanation to what I Read more…
I do not remember how and when I discovered HonestMath.com, it must have been on Twitter. Talking about Twitter, I fool myself all the time by thinking I can use it like a sort of RSS feed: someone posts a Read more…
I recently watched a video made by an Italian content creator on Safe Withdrawal Rates and Sequence of Return Risk (even if I do not think he formally mentioned the two definitions ever). The video is done well and, as Read more…