A few years ago, ESG investing, also known as sustainable, ethical, or socially responsible investing, was all the rage. It was consistently touted in the media as the future. This meant investors were hot on it. Advisers would have clients, and prospective clients, asking what ESG offerings they had. It seemed many investors wanted to […]
March was a pretty decent month, and it pushed the 1 year return above 20%. I split the contribution between global value and emerging markets. One of the issues when you have seven holdings, and three of them are around 5-7%, is they can feel a little unloved from time to time. They may lag […]
A few years back, entrepreneurial guru Tim Ferriss, had the author and documentary maker Sebastian Junger on his podcast. Junger, who has taken plenty of risks in his career, including spending substantial amounts of time embedded with US soldiers in Afghanistan, was asked by Ferris what advice a 70-year-old Junger would offer to his current […]
It’s said that grey divorce is on the rise. Around a quarter of divorces are marriages that were twenty years or longer. Thirty years ago, it was around one in five marriages. And while it might not be a huge difference, there’s one thing that has changed since the 90’s. Wealth. There’s a lot more […]
The first day of February and it was a full contribution, plus all the prior quarter’s distributions, put into global infrastructure. I expect infrastructure will grow a little bit this year, not in terms of investment growth because I have no idea about that, but in terms of size in the portfolio. I expect the […]
Towards the end of the film “No Country for Old Men”, Sheriff Ed Tom Bell played by Tommy Lee Jones, goes to visit his wheelchair bound cousin, Ellis, played by Barry Corbin. Ellis informs Sheriff Bell he’s been recently corresponding with his wife by letter. “Loretta tells me you’re quittin’. How come’re you doin’ that? […]
Time can be a funny thing depending on your perspective. When you’re experiencing an event, or a saga, time may seem to slow down. Nothing can expedite the issue to its conclusion, the clock just has to continue ticking. When you’re merely an observer to said saga, you might marvel how quickly time passes. Learning […]
There’s a never-ending cast of characters out in the world who have big opinions on the direction of financial markets. They might run their own newsletters or even their own funds. A number of them are permanently bearish. It’s a way of life and they can’t see things any other way (or their wallets don’t […]
First action of the new year was sending 0.83 of an originally intended contribution to the account and buying Australian high yield. At this point I should note I’m well ahead of progress toward my 10 year target, based on a 7% pa return, so I’ll just say sent a contribution over. Currently I’m just […]
The term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls the finances and all financial decisions despite the other one wanting to be involved. There’s also the instance of control where it overlaps with elder abuse. Here a stronger party, […]
