How's The (All) Weather Portfolio?

I have also owned floating rate products for clients for a while and not surprisingly they are doing well because interest rates are going up and their rates float higher, they essentially do not take any interest rate risk which is a good place to be when rates are rising.

With the recent lack of volatility in Bitcoin, I wonder if it has turned a maturity corner of some sort? Could it do well against slightly higher inflation or interest rates. To be clear, I don't know and I have no plans to buy for clients but I don't know why someone actively engaged in markets would not continue to try to learn more about it. It costs nothing to learn, you risk nothing by learning and why couldn't it evolve into some sort of alternative with either no correlation or a low/negative correlation to other asset classes but maybe now without moving 20% per day.

I wrote posts like this long before BTAL and QYLD existed. I imagine that if we revisit the idea in five years, there will be good things to say about funds that today do not exist which is yet another reason why this should not be a static endeavor, it requires active engagement.

1 2 3 4
View single page >> |

Disclaimer: The information, statements, views, and opinions included in this publication are based on sources (both internal and external sources) considered to be reliable, but no ...

How did you like this article? Let us know so we can better customize your reading experience.


Leave a comment to automatically be entered into our contest to win a free Echo Show.