Costas Taliadoros

Slighly bored, confused, in pain and desperately need the exercise.

[Costas Taliadoros @Zolos]

@Benif_ch I've also simplified the portfolio over the past year. Only two individual positions. Around 60/40 equity/bond allocation. Might be too conservative/defensive but it's what currently makes me feel more comfortable.

[Costas Taliadoros @Zolos]

@Benif_ch I am still happy to wait. We will see. $RI.PA $DGE

[Costas Taliadoros @Zolos]

@ValueStockGeek Thank you, I appreciate the reply.

[Costas Taliadoros @Zolos]

@ValueStockGeek Hi, how about just owning an All World ETF? To keep things simple and not try making macro forecasts. What do you think? (this is in response to your US stocks and International stocks performance tweet, i can't reply to that)

[Costas Taliadoros @Zolos]

@Benif_ch @SteigerwaldValu @abroninvestor @memyselfandi006 All fantastic buys, enjoy! My personal favourite out of those 3 is Craigellachie 13 but it's a "weird" one.

I agree with @SteigerwaldValu . Don't be afraid to experiment with adding drops of water.

[Costas Taliadoros @Zolos]

@SteigerwaldValu @Benif_ch @abroninvestor @memyselfandi006 I would add Arran 10, Deanston 12, Glencadam 10, Craigellachie 13.

[Costas Taliadoros @Zolos]

I can't say i'm surprised. @Benif_ch

https://t.co/vekI6lbLFH

[Costas Taliadoros @Zolos]

@Benif_ch @stoic_alonso I agree on No 10. Love it. Beefeater 24 is another strong option. However i recently started using Plymouth Gin in Negronis and G&T and i am really enjoying it.

[Costas Taliadoros @Zolos]

Gen Z acquires taste for drinking as cost of living pressures ease https://t.co/RCMf57qBYD via @ft

@Benif_ch

[Costas Taliadoros @Zolos]

@lindy_bindy @Benif_ch At least this finally makes them consistent after their comments on DGE and alcohol.

[Costas Taliadoros @Zolos]

@Benif_ch I am long $DGE and $RI.PA but the bottomline is that i am just "guessing" that alcohol is still a very good business to be in.

[Costas Taliadoros @Zolos]

@Benif_ch As for anything alcohol related i take most opinions with a grain of salt. Bulls and bears. When things were going well it was because of premiumisation and the future was bright. Now, after 1-2 years, the industry is supposed to be in a structural decline.

[Costas Taliadoros @Zolos]

@Benif_ch What i remember is that he made me paranoid about apocalyptic scenarios. Not that i have done anything to prepare myself for such an event but still.

[Costas Taliadoros @Zolos]

@Benif_ch I watched this interview last year.

[Costas Taliadoros @Zolos]

@rationalwalk (5) The main (huge) issue that the US has is the fiscal situation and that's where the focus and effort should be. Not trying to go back to some form of autarky.

[Costas Taliadoros @Zolos]

@rationalwalk (4) Japan and Germany (EU) have had goods trade surpluses for decades and have experienced much less growth than the US. The EU actually has a huge services deficit with the US. Is it because the US competing unfairly or because US service providers are just better at it?

[Costas Taliadoros @Zolos]

@rationalwalk (3) Has the dollar actually dropped in value compared to other major currencies since the article was written? Yen, Eur for example? Foreigners are buying US assets including the S&P which has been a tremendous wealth boon to US citizens.

[Costas Taliadoros @Zolos]

@rationalwalk (2)Vietnam/Cambodia can eliminate all the "unfair" practices and will still have a goods trade surplus with the US.