Recent Sell

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More sales in our portfolio as I try to save our hard earned capital instead of being blasé about it. Whether now is a good time to sell after stocks have fallen more than 20-30% from their all time highs is debatable. But having an anchoring bias to an all-time high prices & valuation is exactly the reason why I see some investors trapped and not accepting the reality.

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Recent Buy – BND

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A quick update on a recent purchase in my portfolio.

Over the course of past few months, I’ve been thinking a lot about protecting assets from the ongoing (and increasing) instability in the equity markets. I have a sizable position in defensive positions with a lot of gold equities exposure, but that comes with a lot of volatility. I wanted to provide some more inertia in my portfolio here.

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