En blogg om frihets ervervelse for den kloke og standhaftige sparer
2023 var et år som ble utfordrende for meg på flere måter. Jeg har neppe aldri arbeidet mer i hele mitt liv. Kvaliteten på arbeidet har dog vært lav. Jeg fikk lungebetennelse i august, og har faktisk slitt med pusten siden. Alt dette tror jeg... Read more
The overall portfolio strategy is to invest our funds dynamically and tactically in accordance with the macro backdrop. Since inception, we’ve had a short market crash (covid), a massive run-up (2020-2021), and then a grinding bear-market (2022-onwards). During these three markets, I have invested very... Read more
I will start of by addressing the global macro environment, then head over to sectors and major asset classes prior to explaining my expectations for the next few quarters. Then I will briefly present the current portfolio and its performance before I end by saying... Read more
The crypto market As you may recall from previous updates, the chart below tracks each halving cycle for Bitcoin. I index the Bitcoin price at 100 points for each halving date, then plots the price performance in one colour until the next halving occurs. Historically... Read more
Bitcoin dropped deep in the month of May but do now seem to have regained its momentum. In this presentation, I go through the portfolio’s performance, dwelve a bit into the Bitcoin algorithm, and share my expectations for the remaining months of 2021. If you... Read more
It has been a while since my last update, mostly because the crypto market has been indecisive and non-trending. The question whether this deep correction indeed is the beginning of a bear-market remains. Technically, there are no news. The algorithms do all suggest short, but... Read more
Mange har som meg etter hvert begynt å få en anselig sum crypto-valuta som følge av den enorme oppgangen vi har sett etter Bitcoin halveringen 11 mai 2020. Selv har jeg stort sett akkumulert crypto vha. PoW-mining (utvinning av crypto-valuta vha. kraftige datamaskiner). Det er... Read more
This quarter I have tried to make an investor presentation for the Crypto Portfolio on YouTube. In addition to presenting the fund, I also dwelve into the concept of scarcity, money-printing and why stocks “only goes up”. You can find the video embedded below together... Read more
Oppsummering av annus horibles 2020 med gjennomgang av makro, porteføljeutvikling og personlige prosjekter. Read more
Invest with me in my Crypto Portfolio on eToro Read more