Global real estate investor and health hacker. Current asset allocation: 35% USD cash, 30% US real estate, 30% equities, 5% options (Talmudic style, kindof)
My investment style;
Contrarian
Value focused
Buy at bottoms
Diversified
Dividend focused
Investment style inspired by;
Sir John Templeton
Walter Schloss
Average annual return rate during 15 active years of investing: 18%
Investment vehicles;
Stocks, Options, Real estate
🧮⚖️
We need to think of each other as true sisters and brothers, and to be concerned with each other’s welfare. Rather than working solely to acquire wealth, we need to do something meaningful, something seriously directed toward the welfare of humanity as a whole.
Global Stock Market Valuation (Shiller-CAPE and PB, 07/14/22): Measured by market capitalization, 16% of the world equity market cap trades below long-term historical valuation averages. 69% expensive...
Self-Annihilation: An Inherent Feature of a "Higher Intelligence"?
“Many civilizations in the past have vanished, we can also vanish. We need a real awakening. Whether we can survive or not, depends on it.” TNH
Some thoughts on this...
https://t.co/lN4Go6XpIT
Another favourite video of a great inspirational contrarian value investor. #sethklarman#ValueInvesting#contrarian
Seth A. Klarman, President, The Baupost Group, Boston, MA https://t.co/V1f7jf97wO via @YouTube
@michaeljburry Buy at 800, sell at 900 would have made sense those times. What will be the bouncing range of 2020’s. Guessing somewhere between 2000-5000 probably. #buylowsellhigh
My favourite investor of all time. Always good to remind oneself of your value religion.
Walter Schloss: Shared Insight on Value Investing https://t.co/LuYWAL6BK4 via @YouTube
Been increasing my holdings of $DOYU last days, one of my largest positions now. Also new position in $WBD. Sold $CXW at a 100% profit. Also sold $GEO at a 10% profit.
Chinese stocks about to break out !!
(Dollar head and shoulder pattern and)
$KWEB vs $DXY
One of stronger inverse dollar correlations since '17. Most recent leg diverging a bit on the daily.
$BABA $JD $PDD $TCEHY
Buying LEAP calls in $SPY, $IWM and $QQQ. Strike around 20-40% higher than today. Jan-June 2023. Spending 1% of portfolio on this lottery ticket. Could have a meaningful impact if we get a final meltup. It's all about risk/reward.