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Macro musings of a curious investor
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Bitcoin: Buy? Hold? Sell?
As I start to write this, I should say I am genuinely unclear on what to think of bitcoin investing at this point and its path going forward. I am not a cryptocurrency expert, but I do think I need to form an opinion to guide my own actions. I do think that cryptocurrencies areContinue reading “Bitcoin: Buy? Hold? Sell?”
2021 Q1 Thoughts and Rebalancing
Given its been about 3 full months since I suggested the allocations for 2021, I feel its time to revisit and rebalance and perhaps add some more layers to the portfolio reconstruction. Here is the baseline asset allocation that I suggested in December 2020. I will use this as the frame for changes. This allocationContinue reading “2021 Q1 Thoughts and Rebalancing”
2021 Portfolio Thoughts (Part 3 – Key Questions)
The reason I started writing this blog was to make sure that I can record my thinking and then learn from it in the future depending on how the outcomes evolve. In the previous blog, I have outlined an asset allocation for 2021. However, by no means is it perfect – I have tons ofContinue reading “2021 Portfolio Thoughts (Part 3 – Key Questions)”
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