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The ETF Question
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Cyclical Value Investing

The ETF Question

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Cyclical Value Investing
Sep 29, 2023
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The Eurasian Century
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The ETF Question
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What About ETFs?

In my previous post, readers commented about the usage of ETF and how it could be combined with the barbell strategy I was advocating:

Cyclical Value Investing

A Portfolio For Uncertain Times

Cyclical Value Investing
·
September 21, 2023
A Portfolio For Uncertain Times

Missing Money In investing, a lot of money lost is in what you miss. It can be missing a risk or a change in an industry causing stock losses. But more often than not, it is not buying something. Not buying Microsoft in 1995. Not buying Amazon or Apple in 2002. Not investing in oil and energy in 2020.

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I started to write a complete response and realized it should instead be a new public post, because it is more complicated than it looks like.

For reference, these are the initial comments I am talking ab…

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