Two questions if you please. One, would now be a good time to invest a lump sum I have sitting in Swiss Francs (thanks for that tip!)? Valuations seem high for many things, especially precious metals. Two, please do design an investment income version. Much appreciated and keep up the great work. This has become my favorite substack!
Umair, please put the from and to dates on the charts you are posting. It is helpful to know what the inception date is. Also, the funds took a bit of a tumble recently, and although they were overall ahead of the S&P500 they came down quite a bit. It's helpful to comment on why that is and if you're thinking of re-balancing. Here is a chart https://app.screencast.com/NaqtC7Ge4so9E
Monthly updates, at least for now, seem appropriate considering the volatile nature of our macro and micro risks. Here's giving Snowy a good scratch....
Thank you, Umair, for this gift! When I first tried to introduce Havens to my husband, he could hardly believe you weren’t “selling” something!
I’m new (and frankly pretty ignorant on investing.) Since our early retirement almost 22 years ago, we’ve let Vanguard handle our money (after starting out with and losing with a couple of shysters!) I’m currently working on how to migrate (and appreciate any guidance). My concern is about keeping my life savings in the USA. I’m quite terrified of fascism, having been to the gas chambers of Germany as a young woman, and subsequent exposures. I fear for our monitary system in the USA and am currently in conversation with managers in Switzerland. Please speak to my fear of keeping my life savings in the USA.
PS. My fear is greater for “running out of money” than for dying!
Umair, I’m a Havens member. My wife & I had a session with you last April. We paid off our mortgage last week. Thank you for encouraging that.
But, how do I view the portfolio?
Less about earnings, I want to cut ties with the smoke & mirrors folk.
We also want to have dollars invested in ethical product.
Congratulations on the model’s performance. Bless you, Jim
Two questions if you please. One, would now be a good time to invest a lump sum I have sitting in Swiss Francs (thanks for that tip!)? Valuations seem high for many things, especially precious metals. Two, please do design an investment income version. Much appreciated and keep up the great work. This has become my favorite substack!
Grateful to finally have this strategy. Thank you
Umair, please put the from and to dates on the charts you are posting. It is helpful to know what the inception date is. Also, the funds took a bit of a tumble recently, and although they were overall ahead of the S&P500 they came down quite a bit. It's helpful to comment on why that is and if you're thinking of re-balancing. Here is a chart https://app.screencast.com/NaqtC7Ge4so9E
Monthly updates, at least for now, seem appropriate considering the volatile nature of our macro and micro risks. Here's giving Snowy a good scratch....
Thank you, Umair, for this gift! When I first tried to introduce Havens to my husband, he could hardly believe you weren’t “selling” something!
I’m new (and frankly pretty ignorant on investing.) Since our early retirement almost 22 years ago, we’ve let Vanguard handle our money (after starting out with and losing with a couple of shysters!) I’m currently working on how to migrate (and appreciate any guidance). My concern is about keeping my life savings in the USA. I’m quite terrified of fascism, having been to the gas chambers of Germany as a young woman, and subsequent exposures. I fear for our monitary system in the USA and am currently in conversation with managers in Switzerland. Please speak to my fear of keeping my life savings in the USA.
PS. My fear is greater for “running out of money” than for dying!
Thank you very much.