Bear Market Preparation

It sure feels good when the value of your portfolio is rising on an almost daily basis. But, when virtually all assets are going up, that achievement isn´t exactly magic. A rising tide lifts all boats, as the saying goes and it will pay off in the long run to keep in mind how we…

Are Cryptocurrencies on a similar path as the Internet in 1999?

Opinions on bitcoin and cryptocurrencies usually are very binary: cryptocurrencies are about to take over the world and the sky is the limit for valuations (sometimes with a caveat about nonsensical ICOs) cryptocurrencies are a fad and what we are seeing is the greatest bubble since internet stocks in the late 1990s Often smarter commentators…

Volatility Strategies in Detail

Let´s put some meat on the bone and dig deeper into the details of the volatility strategies I use in my portfolio. These are the most active, short term strategies I use at the moment. They also use concepts that are more off the beaten path, which makes them more valuable, but also more difficult…

Adaptive Global Asset Allocation Portfolio in Detail

It´s time to dig a bit deeper into the current asset allocation of my portfolio. You can read more here about my process of structuring the portfolio in general and how I think about adapting it to different market conditions.   Let´s start with the most important foundation of my portfolio: a global asset allocation…

9 Writing down a plan

Finally all these elements need to be written down in a plan that is clear and easy to understand with rules that we can follow consistently. The real time performance of the portfolio, along with the process of running it, need to be recorded and analyzed in detail. Through ongoing research and experiences, the plan…