What are your sources when searching where to invest?

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Martin Everson said:
But you put 60% in BNDW and 40% VT and forget about it - fire and forget. You don't ever rebalance.
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If you forget about it without ever rebalancing, it will not remain 60/40
Martin Everson said:
US makes up around 42% of global equity market....lol. Do you understand anything about the global equity markets....lol?
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US makes up 25% of the global economy. I look at the present and forecasted growth of the world economies.
Martin Everson said:
Not sure what your point is here...but each to their own.
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MPT is history.
Martin Everson said:
No chance. Unless you have at least $10m to ensure that no individual bond issuer makes up no more than max 2% of your portfolio you are better of with a bond fund.
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2% is unrealistic and falls into the "diworsification" category described by Warren Buffett (btw BRK.A holds less than 50 stocks).
Martin Everson said:
A lot of bonds have an initial minimum buy size of $200k + $1000 increments also.
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$1.5-2m is enough to build a well diversified portfolio.

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@JohnnyDoe ”“ Your #1 Source for Guidance in Different Offshore Fields

 
In my view, your investment philosophy is better than anyone. It is hard to find a professional who don't rob you. I don't even trust my mother these days. The whole world is like an ocean.

Would you suggest some books align with your philosophy? How do you play both sides with real estate when it comes to Geopolitics?

P.S I found a Reddit german finance sub with people similar to you
 
About the problem of direct bonds investments with big minimum nominal:

There is more and more fractional services - Trade Republic already allows fractional bonds (not tested, cannot registered on TR). Probably, there will be more and more services like this shortly.

Ishares have some ibonds in euros and usd now which helps to build a diversified bonds ladder with maturity date.
https://www.ishares.com/us/strategies/bond-etfs/build-better-bond-ladders
The balance of stocks/bonds depends on the risk acceptance of each individual. 60/40... 40/60... 30/70... check max drawdown with tools like Portfolio Visualizer even if we don't know the future... we have a historical basis.

Funny to read this today.

I remember this discussion in 2021 when rates were very low and you took me for an idiot:
https://www.offshorecorptalk.com/threads/cash-equivalent-investment.34241/page-2#post-180284"You get it. Holding to maturity all day"

😛
 
It is not supposed to ever remain 60/40 and never to be re-balanced. It is fire and forget as I said.

Not for bonds sadly unless you can find a good fractional bond platform which then introduces another set of unacceptable risks.

None come to mind yet. I will post here if one does.

The geopolitical aspect is important. I don't hold any real estate in the west at all. I discussed more about the geopolitics and how I came to my decision in below thread. In short I exited the sovereign European bond market and went completely out of book assets which can be confiscated. I went into tangible assets outside the banking and global custodian clearing system and west.

https://www.offshorecorptalk.com/th...-future-potential-sanctions.36646/post-204295
P.S Look what geopolitics (read as not following sanctions on Russia) under guise of AML did to clearing houses in UAE below.

https://www.offshorecorptalk.com/th...ed-from-eu-amid-aml-blacklist-concerns.42117/
 
No no. Remember, you used to play both sides when it comes to Geopolitics. Do you still do it with real estate?
 
100% this! I don't even bother with accountants or lawyers or consultants anymore! I am learning by making my OWN mistakes! I've been learning for decades rof/% No need the mention the plethora of mistakes I have made so far. But there is a trick I learned from Warren Buffett & Charlie Munger to stay ahead of my losses 😉

I feel personally attacked here smi(&% rof/% .
In my mom's defense, she means no wrong. She doesn't know that she doesn't know.
 
I never liked Northern Hemisphere. Do you still take English law into account when investing?
 
What if the country is based on civil law?

I am looking at real estate in Chile. I have trust issues with Latinos..
 
I do not look a the stock markets. I look at small businesses or individuals which need my help and invest my time in creating a product or service that works for them and makes me money consistently.
Then scale.
 
Some US officials were talking about hacking Russian nuclear bases. I just forgot to bookmark the link to interview.

I have taken it seriously. I am limited to LATM atm.

I guess I should look into Falkland Islands.
 
Oops, missed this earlier. I pay for end of day data which I import into Excel. Delivered by email each day as a csv file. I track around 90 US listed stocks based on criteria like market cap and volume and availability of LEAPS. Nothing too complicated. For futures I track the main ones and two or three periods forward.

Every now and then I play around with other data sources and APIs etc and realise my basic system just works for me. All up I can review what I need within 10-15 minutes a day. It's all summarised in two tables with alerts for new opportunities or actions required based on my holdings.

It is pure trend following. My actions are based on what the formulae say. There are also rules around unit size, adding more to an existing holding and risk. The latter being the most important. I can go for days or longer without a trade. Especially if I'm at my maximum risk level.

I've only branched out to futures this year and don't really track what how the CTAs are going other than listening to a few podcasts depending on my location and length of the morning beach walks. Plus it is only me and I don't have any outside investors. The whole process suits my personality and philosophies in relation to money. It is not for everyone as taking losses can be tough some days and the drawdowns can be unsettling at time.
 
Well, they did it in Iran. Read about Stuxnet. The US empire is so desperate...
 
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