Portfolio Update – May 2020 – What happens now? Uncertainty after Covid-19

  • Summary of April 2020 in the economy
  • The most important lessons from the coronavirus crisis to remember and to prepare for future crises
  • My All Seasons Portfolio is up 3.93% month by month. Total value now over EUR 4,000
  • Bought Stocks and Commodities this month, and switched Long-Term Government Bonds ETF to US Treasuries instead of global bonds

Welcome back for another monthly update of the All Seasons Portfolio blog. This time around, we have had to digest another month in lock down and April 2020 could perhaps be remembered for us all wanting to forget it.

Anyway, I hope that both you and your families and loved ones have stayed in good health, and that you haven't been too restless at home.

On my end, things have been hectic at work with long days, which is not surprising when you work with loans to corporates. These are interesting times but I am holding up. Hope we will soon be seeing an end of the tunnel. However, I am very pleased and humbled to still have job, as I know not everyone have been that lucky. And at least in Sweden, we have been able to exercise outside, but if our government have employed the right strategy through the outbreak, I am not the right person to take a stance on. All I know is that I have been working from home the past 8 weeks and been avoiding to go to the bars (which cannot be said for all my countrymen). Just hoping that we all will soon be able to get these crazy times behind us.

These are crazy times in our daily lives and for the economy, it has not been uneventful on the financial markets either. It feels quite difficult to summarize everything that goes on when so much happens. It also feels like there is so much going on that you lose the sense of time, like did the WTI crude oil flash crash happen 3 weeks ago or 3 months ago? It seems s hard to keep track of time when stuck at home.

Continue Reading Portfolio Update – May 2020 – What happens now? Uncertainty after Covid-19

Portfolio Update – April 2020 – Covid-19 – Time to reflect and prepare for next crisis

  • Summary of April 2020 in the economy
  • The most important lessons from the coronavirus crisis to remember and to prepare for future crises
  • My All Seasons Portfolio is up 3.93% month by month. Total value now over EUR 4,000
  • Bought Stocks and Commodities this month, and switched Long-Term Government Bonds ETF to US Treasuries instead of global bonds

Welcome back for another monthly update of the All Seasons Portfolio blog. This time around, we have had to digest another month in lock down and April 2020 could perhaps be remembered for us all wanting to forget it.

Anyway, I hope that both you and your families and loved ones have stayed in good health, and that you haven't been too restless at home.

On my end, things have been hectic at work with long days, which is not surprising when you work with loans to corporates. These are interesting times but I am holding up. Hope we will soon be seeing an end of the tunnel. However, I am very pleased and humbled to still have job, as I know not everyone have been that lucky. And at least in Sweden, we have been able to exercise outside, but if our government have employed the right strategy through the outbreak, I am not the right person to take a stance on. All I know is that I have been working from home the past 8 weeks and been avoiding to go to the bars (which cannot be said for all my countrymen). Just hoping that we all will soon be able to get these crazy times behind us.

These are crazy times in our daily lives and for the economy, it has not been uneventful on the financial markets either. It feels quite difficult to summarize everything that goes on when so much happens. It also feels like there is so much going on that you lose the sense of time, like did the WTI crude oil flash crash happen 3 weeks ago or 3 months ago? It seems s hard to keep track of time when stuck at home.

Continue Reading Portfolio Update – April 2020 – Covid-19 – Time to reflect and prepare for next crisis

Getting started with the All Seasons Portfolio

So excited to get this project of mine started and to be honest, I have been looking forward for a while to write this first blog post, and I am slightly nervous about it too. It is Christmas time 2018 when I begin to write this and am embarking on this journey to start my own All Seasons Portfolio from scratch, and to help as many as possible with starting to save and to invest, I will share my journey to try to inspire, educate, and hopefully, get you started as well on switching your spending habits or non-interest bearing bank accounts to accumulating enough wealth to feel secure.

You may have been spending Christmas traveling to relatives or setting up for the holidays at your own home, I have spent this time with my family as well, but escaped a few hours to look into how to put the All Seasons Portfolio into practice, but I'll come to that slightly further below. The weekend 22-23 December has been amazing to take a break from the day job and finding new inspiration - the extra days off during Christmas are great for just such a purpose. Try it out next time yourself to find new ways of improving yourself.

I first came across the All Seasons Portfolio from Tony Robbins' book Money Master the Game (where, to be honest, most readers first encounter this investment strategy), where Ray Dalio elaborates how his jaw-droppingly successful asset management firm, Bridgewater Associates, manages their Pure Alpha fund.

Continue Reading Getting started with the All Seasons Portfolio