18 Comments
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Sven's avatar

I give a shout for the allocation

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YayoDrayber's avatar

A shout is given.

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David Flueck's avatar

I always enjoy your writings and insight. Your article reminds me of Steve Jobs commencement address where he said death was likely the best invention of life. It clears out the old to make way for the new. You point out that it’s true for companies just as much as for our progeny. Good to remember when investing.

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Jim Haskel's avatar

I enjoyed, particularly the connected tips about how it influences how you invest.

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Katharine Huber's avatar

Enjoyed this as a financial layperson.

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Paul Podolsky's avatar

Ah. I share the actual asset allocation with Subscribers. If you are subscriber I regularly share that, not every post but something like every other.

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Hari's avatar

shout out for allocation

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Paul Podolsky's avatar

Hi Hari - Not sure I understand. You would like to see the asset allocation?

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Hari's avatar

Yes, that is what i understood. Is it too late?

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Leon's avatar

I appreciate most of Paul's points, the only one is the debate about whether trees will grow to the sky, you don't think so, and I think it depends on the situation, especially when you don't see a real threat back then. It's like saying that people are bound to die, so people shouldn't be born.

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mariam's avatar

great piece, thank you for taking the time to write it. I would love to hear more about your allocation mix if the offer is still on.

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Paul Podolsky's avatar

Mariam - I am making the AA available to subscribers! Thanks for reading. Paul

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Bob Bond's avatar

Loved the article (and others) Paul. I’d be interested to see the allocation mix

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Paul Podolsky's avatar

Bob - I see you are now getting my AA, let me know if you have questions. Best, Paul

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Bob Bond's avatar

Thanks Paul and will do! Happy New Year

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Luca R's avatar

Hi Paul you say you are avoiding cap weighted indices because of concentration risk. Are you using equal or risk weighted indices that are easily accessible? Where do I find these? What if I use cap weighted index exposure to facilitate leverage in my portfolio? I guess it becomes a question of how much you value leverage and diversification within equities vs across asset classes.

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Paul Podolsky's avatar

That's a longer conversation. I'm not using indices in general.

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Matt's avatar

Paul - terrific note... would love to hear the asset allocation mix

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