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So, Where’s The Bloody Inflation..?!
I was beginning a new post in my recent Hitting the Century series (and here), and realized my next 3 investment allocations were to real assets – Natural Resources, Agri & Property. This v quickly...
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German Residential Property (Part III)
Continued from here. OK, now we’ve looked at German residential property fundamentals. The current supply/demand & home ownership rate, rental yields, safe-haven status, and particularly the low...
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Xmas Trimmings, etc.
Asta Funding (ASFI:US) $9.37: I’ve marginally trimmed my stake from 3.8% to 3.6% – consider this to be purely risk ‘house-keeping‘. This realizes a +22% gain vs. my write-up price on this small...
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Portfolio Allocation (XIV – Emerging & Frontier Markets)
Continued from here. Wow, it’s been a leisurely journey – spanning a full year – is this really my last post of the series?! Hmmm, we’ll see… Here’s my portfolio allocation pie chart one more time:...
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