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So the majority of gains in their portfolio are strictly from bitcoin. Is this death of 60/40 in order to get a soft sell on a long bullish bitcoin perspective
by boringg 3y ago
So the majority of gains in their portfolio are strictly from bitcoin. Is this death of 60/40 in order to get a soft sell on a long bullish bitcoin perspective / sell of newsletter?
I'm not sure what I am supposed to be getting out of this article.
- deleted 3y ago[deleted]
- debo_ 3y agoFrom the article: > I have been recommending what I have called the “three pillar portfolio” during this period of fiscal dominance. It has been a cornerstone concept of how I have been investing in the macro sense. For me, the three main pillars consist of 1) profitable equities 2) commodities/producers and hard monies and 3) cash-equivalents.
- resource_waste 3y agoI think we are far beyond a random blogger being able to rally bitcoin. I think you are just reading a real believer's perspective.
- boringg 3y agoFair. It's funny to see it from an investment perspective that completely lacks fundamental analysis and relies upon scarcity and momentum. I guess if you bound it with contracts limiting the downside risk it works to get some single hits and up the portfolio. However holding it on its own you need to have a belief in its fundamental value.