I think the more you can automate the better. I had one setup where cashflows from rental income were swept directly into a fund and I never really looked at or thought about it except to remember to include it in my tax return each year.
My main portfolio is a hassle as it’s always spinning off dividends etc. which need re-investment. I guess I could also automate that to some extent.
Maybe it would even be worth separating out the ‘permanent’ part of my portfolio and sticking it with another broker out of sight could even help.
I don’t read all this content from influencers or youtubers posted, but based on the chart, does this one cover in depths how the labor productivity development across countries compares across sectors of the economy.
I’ve picked up somewhere that the US recently did better, even accounted for the hours worked, but it’s focussed on single sectors (and those that matter).
I haven’t gone done this nor the next obvious rabbit hole, myself, but wonder to what extend this shouldn’t be priced in, already in the stock markets (to the extend it matters)?
Ok, then I got it wrong. I do some side bets, but for the serious part, it’s one transaction per a month. No noise, just takes a few minutes and works well since over a decade. Can fully recommend.
Of course, with some annual adjustment on what’s available to invest based on the circumstances, and reviews on the individual products and their allocation to match market cap again, (if not having a single ETF) even less frequently, but that’s about it.
I don’t like the markets being so expensive, as I am still accumulating. But what can you do? The market was approximately as expensive as it is now in November 2021. But if you quit then, you would have missed some 20% return over the 3 years. So do nothing.
Another thing is if the market continues to rally. At a CAPE of 40+ and if the Euro (my currency) looses to the dollar, probably there would be a moment when paying off the mortgage instead of buying can make more sense. Still not now.
That democracies are stronger than we may believe, as parliaments don’t take budgets being passed by the executive branch, bypassing their consent, without striking back and doing so efficiently (South Korea is also about the legislative making sure their prerogatives stay theirs and don’t get appropriated by the executive)?
We live in interesting times but I’m pretty optimistic about the future (the same goes for my stance on investing and investments).
Few days ago saw a headline that 10 year government bond yields were trading higher in France than Greece. Either France doesn’t have much trust with investors, Greece has really done its homework or both.
I mean we’re literally talking about a basis point for a few minutes, but yes with the turmoil in the French govt currently it makes some sense. I think it says more about France being in crisis than Greece being particularly good.
That it takes time to realise that affordability is not permanent. But kicking the can down the road always helps
I was talking to a French friend today and he told me that a lot of people there work for govt and don’t want to give up their rights/benefits but also know that there is no easy way to afford it. Only a miracle can fix this situation.
But he also said that the role of opposition in france is to just oppose everything that is proposed.
The original author claims that the labor productivity gain in the US stems “almost entirely from the service sector”. In particular, he cites the sub-sectors depicted below, and if I’m holding this right, most of the productivity gains come from “Information” as a service
Historically, spurts of productivity growth are most concentrated in the manufacturing sector and manifest only slowly in services—in the classic example, it is hard for barbers to get faster at giving haircuts even as razor manufacturers rapidly get more productive. However, the endemic problems with American industry has meant that manufacturing productivity remains stagnant even amidst heavy government emphasis on industrial policy over the last four years. Thus, the nation’s recent productivity boom comes almost entirely from the service sector—cooks, programmers, drivers, nurses, bankers, teachers, cleaners, managers, caregivers, and more have all gotten significantly more efficient at their jobs over the last four years, with the gains in some subsectors being historically unprecedented in both speed and scale.
There is a limit to how much the snb will allow the swiss franc to appreciate.
So we are kind of pegged to the depreciation of the euro albeit at a slower pace.
By reading and partipating to this forum, you confirm you have read and agree with the disclaimer presented on http://www.mustachianpost.com/
En lisant et participant à ce forum, tu confirmes avoir lu et être d'accord avec l'avis de dégagement de responsabilité présenté sur http://www.mustachianpost.com/fr/
Durch das Lesen und die Teilnahme an diesem Forum bestätigst du, dass du den auf http://www.mustachianpost.com/de/ dargestellten Haftungsausschluss gelesen hast und damit einverstanden bist.
I do some side bets, but for the serious part, it’s one transaction per a month. No noise, just takes a few minutes and works well since over a decade. Can fully recommend.
