My week in discoveries - the graphs that made me stop scrolling, the songs that got stuck in my head, the ideas that shifted how I see things, and the trade that's got me curious.
Hi, Jose. Thank you for the feedback, I'm glad you are enjoying the substack. I rebalance opportunistically rather than on a strict schedule. I tend to do well with quarterly or semi-annual rebalancing unless there are major market moves. Also, I mostly focus my portfolio on cash flow, dividends, and established companies. Crypto would be inconsistent with this investment thesis. I prefer assets with intrinsic value over speculative/monetary premium plays. Then again, I really like the idea of doing a column on crypto assets.
Hi, Fer. Love this space, man! I’m learning a lot.
Your portfolio got me curious:
1. How do you compute allocation shares? How often do you rebalance?
2. What about crypto? Where are your thoughts on this class?
Hi, Jose. Thank you for the feedback, I'm glad you are enjoying the substack. I rebalance opportunistically rather than on a strict schedule. I tend to do well with quarterly or semi-annual rebalancing unless there are major market moves. Also, I mostly focus my portfolio on cash flow, dividends, and established companies. Crypto would be inconsistent with this investment thesis. I prefer assets with intrinsic value over speculative/monetary premium plays. Then again, I really like the idea of doing a column on crypto assets.