This idea may be best memorialized in the number go up meme which could actually be the theme for 2021. Assets of all kinds have significantly appreciated in value over the last several years on the back of federal governments around the world printing money. And that is only the most recent part of a decade long bull run since the financial crisis.
Category: Wealth
Portfolio Rebalancing Is Dead And Bitcoin Killed It
OK, admittedly the “portfolio rebalancing is dead” is maybe a bit clickbaity. But let me explain why I think an asset like Bitcoin, and crypto at large, cannot be treated the same as a US equity or fixed income asset when it comes to portfolio management.
2020 Investment Portfolio Review & 2021 Playbook
2020 is over. But the unforgiving and thoughtless market has not paused to let investors reflect. I will briefly attempt to do that here. But first… **Insert platitudes about 2020 being an unprecedented year here** Now, the results for the calendar year 2020. Asset Allocation — 2020 to 2021 Over the last 12 months, the… Continue reading 2020 Investment Portfolio Review & 2021 Playbook