Fantastic returns YTD Erik! I wonder your thoughts about (i) rebalancing portfolio and (ii) capital preservation after large returns... Do you have a target allocation bucket for each geography you would like to go back to periodically or anything like it that would drive rebalancing? And on capital preservation - would you increase cash position to give flexibility when opportunities arise and take profit? Or the fiat money debasement theory keeps you invested 100% and if you like something new just add dividend reinvestments or switch assets? Thanks for the insights
Well done, Erik. Outstanding performance and so appreciate your insights and analysis. I was wondering if you would consider doing a look back on “the ones that got away”. The stocks you may have mentioned that you never bought, such as COIN for example. Might it be time to reconsider some of those names? Thank you!
On the theme of European Banks, the Greek Banks performed very well this year. I wonder why Eric is not covering them. NBG, EUROB
And Piraeus too. I figured I already had enough European banks. But yes. Maybe we should have done the work.
Fantastic returns YTD Erik! I wonder your thoughts about (i) rebalancing portfolio and (ii) capital preservation after large returns... Do you have a target allocation bucket for each geography you would like to go back to periodically or anything like it that would drive rebalancing? And on capital preservation - would you increase cash position to give flexibility when opportunities arise and take profit? Or the fiat money debasement theory keeps you invested 100% and if you like something new just add dividend reinvestments or switch assets? Thanks for the insights
Is the yield on Altria correct at 9%?
No. It’s 6.5% ($1.06/quarter). I forgot to update the share price. Thank you for catching that.
Killed it!!
Well done, Erik. Outstanding performance and so appreciate your insights and analysis. I was wondering if you would consider doing a look back on “the ones that got away”. The stocks you may have mentioned that you never bought, such as COIN for example. Might it be time to reconsider some of those names? Thank you!
Excellent job, Erik! Still no plan to change anything?
I want to add a small position in the SK Hynix GDR and maybe buy Swire Pacific B shares. But that's it.
as you have no cash available, will those be funded when you receive the dividends or sell some parts of a position ?
They will be funded from dividends. So it will be small.