Adam Collins

Founder of Eversight Wealth, a flat fee investment firm.

[Adam Collins @eversightwealth]

@khemaridh tough to track bc it depends on how much content someone had to see before they were motivated to pay

you could have a person read for years vs. someone seeing one post then immediately engaging you

email open/click rates + straightforward questions shed light on individual CAC

[Adam Collins @eversightwealth]

@ETFStore @NateGeraci @sumitroy2 @SteveJohnson000 @emily_graffeo @ToddRosenbluth @lauren_solberg @gaborgurbacs @DaveNadig thanks for the link nate!

I appreciate it

[Adam Collins @eversightwealth]

@MacroAlf this is a cool visualization

the tricky thing is mean reversion in hopes & dreams is tough to predict

for ex, S&P spent 97% of the time since 2009 trading higher than its average CAPE

valuations are semi-informative about future returns, but IMO difficult to effectively time

[Adam Collins @eversightwealth]

@culturaltutor @DeadCaitBounce RIP creative logos 😔

[Adam Collins @eversightwealth]

@XlucasduvalX no problem! glad you found it useful and feel free to message me with any future TIPS questions. they can definitely get confusing

[Adam Collins @eversightwealth]

New Post: Are TIPS Broken?

- Analyzing massive performance differences between TIPS funds

- Why passive bond investors need more inflation protection

- Which ETFs best hedge unexpected inflation

- Future outlook for TIPS in 2022

https://t.co/TdIjGKOUPn

[Wes Gray 🇺🇸 @alphaarchitect]

Important post that emphasizes "Know what you own".

Long-duration TIPS may not save you when inflation exp changes -- the interest rate risk kills you!
Stick with a shorter duration TIP if your goal is inflation protection!

[Adam Collins @eversightwealth]

@EconomPic thanks for the mention jake! much appreciated

[Jake @EconomPic]

I saw a lot of questions as to why TIPS underperformed despite the uptick in inflation.

Here is the reason and outlook from @eversightwealth

[Adam Collins @eversightwealth]

@Luke_Hartman531 thanks for the shout out luke!

[Adam Collins @eversightwealth]

@TaylorPearsonMe bc engineers are tinkerers. they often approach markets as a machine to figure out and alts are a useful tool to experiment with

IMO docs/lawyers rely more on trusted networks to filter $ advice. more engineers are self-directed and spend more time on researching diff strategies

[Adam Collins @eversightwealth]

@foundmyfitness yikes!

relevant article by @dynomight7 quantifying air pollution’s impact on longevity plus easy ways to improve air quality

https://t.co/6ypcbtyuTL

[Adam Collins @eversightwealth]

@MarginCall4 @inglouriouscap still a fan! strategically and tactically

the bond portion of retail portfolios is often 100% regular bonds. I don't like that bc of the inflation risk, so my baseline is always to mix in some TIPS

real yields have also improved, meaning TIPS will capture more of future CPI

[Adam Collins @eversightwealth]

@IndraStocks @PrefShares for sure. but if the end goal is to get a major point across to a non-technical investor then basic analogies are not going to be airtight

[Adam Collins @eversightwealth]

@denicmarko @smashingmag @Ghost

just switched from wordpress. ghost’s editor is lightweight and distraction-free, default themes are blazing fast, and newsletter distribution is built in

first piece of software I’ve been genuinely excited to use in years!

[Jamie Catherwood @InvestorAmnesia]

Financial History: Sunday Reads

• The Future of Crypto Regulation

• Before Insider Trading Was Illegal

• A Century of Fraud & Insider Trading

• America's First Insider Trading Scandal

• What the 19th Century Can Teach Crypto

https://t.co/dlih9qmPQG

[Rick Ferri, CFA @Rick_Ferri]

"Portfolio perfectionism steals time from friends, family, and meaningful activities that you have control over."

So true!

[Adam Collins @eversightwealth]

@Adam_Tkaczuk @JasonMutiny for sure, most TIPS funds have disappointed. avg person thinks they’re a 1:1 inflation tracker and (unfortunately) they’re not

IMO short-term TIPS have still been relatively good compared to most broad taxable bond funds being -10%. but def not an inflation-matching return