What is the optimal asset allocation in this environment?
Bonds scare me .. at present 33% cash+BRK 33% BTC & 33% TSLA feels safer than the old 60/40 traditional allocation
TSLA is likely to lead in AI & price is way off the high
BTC - I’m assuming it will eventually become “digital gold”
BRK has a ton of cash and a track record of capitalizing when business go into fire sales.
Why does this concentrated portfolio feel safer to me than an index fund / ETF broadly diversified portfolio all the financial planners recommend ? Feels like surrender !
@sarah_art22 Commercial Fishing in Alaska in the mid-eighties
Once went 11 days straight without taking off rain gear - slept a little here and a little there
I’m not sure ever worked less than 60 hours per week until I retired
Hard work won’t kill ya (usually )