#portfoliomanagement

Finance and Our Feelings – A Three Step Plan to Avoid Bad Decisions

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Introduction: It’s normal to experience negative emotions when our portfolio isn’t doing well. Many people think professional investors don’t experience the same feelings that amateurs do. I can assure you that for the vast majority of us, that isn’t true. Losing money is horrible. When my portfolio isn’t doing well, I often feel awful. That’s … Read more

5 Things to Know in Investing This Week – The Many Ayatollahs Issue

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The US and Israel are knocking out Ayatollahs as fast as Iran can appoint them. Did they kill the entire 88-member council that appoints the next one? We don’t know which explains why DKI didn’t make changes to the portfolio this week despite high market volatility. Our long-term thesis explaining why we own Bitcoin, gold, … Read more

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