Journal to portfolio afterlife (2 lettori)

[portfolioafterlife]

Perchè incrementare l'azionario già a un -10%?

Investor Psychology During a Sell-Off - A Wealth of Common Sense

The biggest reason the stock market is down right now.

awealthofcommonsense.com

 

[portfolioafterlife]

Any “losses” you may have incurred in recent days and weeks are only losses on paper; by selling out of equities you’re simply turning them into actual losses.

You cannot control the uncontrollable | TEBI

Regardless of whether or not you have a financial plan, times like these can be very unnerving for investors. Here are some things to remember.

www.evidenceinvestor.com

 

[portfolioafterlife]

People criticise indexing for being really boring, and they’re right. It’s incredibly boring. In the book I talk about having a simple strategy, getting your risk profile and asset allocation right and then — the biggest step — just leaving it on autopilot.

L'enfatizzare l'index investing è corretto per il contenimento dei costi necessari per partecipare al mercato ma stucchevole se pensiamo all'asset allocation del portafoglio: la scelta di asset allocation strategica e ancor di più quella tattica sono scelte di investimento attive non passive.

The two greatest enemies investors face | TEBI

Throughout his career in asset management, PATRICK GEDDES was fascinated by investing and how we can all achieve the best possible outcomes. But he also observed with frustration how skewed investing has become in favour of the industry rather than consumers. He saw from an insider’s perspective...

www.evidenceinvestor.com

 

[portfolioafterlife]

Rimbalzo.

 

[portfolioafterlife]

 

[portfolioafterlife]

Total global silver demand is expected to reach an all-time
high of 1.112 billion ounces (Boz) in 2022 driven mainly
by record silver industrial fabrication -- forecast to grow
by 5 percent -- as silver’s use expands in both traditional
and critical green technologies, according to data from the
Silver Institute.

https://www.silverinstitute.org/wp-content/uploads/2022/02/SNFeb2022.pdf

 

[portfolioafterlife]

What is SWIFT and why were some Russian banks excluded from it?

Disconnecting Russia from the SWIFT payment system could cripple its ability to trade with most of the world.

www.aljazeera.com

 

[portfolioafterlife]

Ho modificato il cruscotto di monitoraggio del portafoglio, così troverete nel prossimo aggiornamento:
- asset allocation anche raggruppata per macro classe di attività
- suddivisione valutaria (euro / non euro / euro con copertura valutaria)
- ter medio pesato dei vari etf
- years to crash, è uno stress test simulando quanto sarebbe la durata del portafoglio in anni sino alla rovina finanziaria, senza entrate non finanziarie e con le spese per vivere, impostando un prelievo annuale al 2,5% del capitale iniziale attuale disponibile (prelievo che viene costantemente rivalutato per l'inflazione), un rendimento nominale dello 0% degli strumenti finanziari e una inflazione fissa al 2,5%.

 

[portfolioafterlife]

Negli ultimi anni le gold mining stocks hanno avuto qualche effetto di decorrelazone ma scarsi rendimenti non all'altezza.

Do Investors Need Alternative Investments?

How commodities and other nontraditional investments have affected portfolios.

www.morningstar.com

 

[portfolioafterlife]