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River's avatar

I agree, the worst thing to do is to sell your portfolio in the middle of a panic (recession, pandemic...). I have invested around half of my money in stocks and I never sell unless I need the money. I never look at stock markets live news.

I know people who say "I can't invest in the stock market, because I don't have time to often look at stock market news to buy and sell at the right time". How ironic it is that this is in fact precisely what NOT to do.

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Yoemsri's avatar

A lot of values added by this article, thank you, some notes of reflexions :

- Indeed I think that gold is a better hedge than bonds, given the current QE policies of the FED.

- What seems to me the most balanced, if we take into account the investment theories of Nassim Nicolas Taleb (85% safe investment / 15% ultra risky with an asymmetry on ROI) the following investment structure seems to me the best :

- 85% divided into 80% S&P500 / 20% Gold

- 15% divided into 50% Tech Startups / 50% Bitcoin

In this way we can bet on several narratives:

- Humanity will continue to create value in the long term (S&P500)

- Gold is the hedging asset par excellence that has proven itself over thousands of years (Gold).

- The paradigm shift due to technology will bring exponential value creation in this sector. ( (Tech Startups)

- Bitcoin is a new form of store of value that may bring one of the largest transfers of value in history over the next few years and it is surely the most radical hedge to the current system. (Bitcoin)

Also a really interesting resource on gold: https://www.amazon.fr/dp/1947441825/ref=cm_sw_r_tw_dp_LqX.Fb0J4YXCB?_encoding=UTF8&psc=1

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