i still expect growth to slow and liquidity to tighten, so its high risk to own any risk assets so im now only in Bonds that i intend to hold til maturity (so only USD currency risk)
by july the narrative should have shifted negatively enough to be a buyer again but now i sell the whole crypto position bought 15k usd ETH at 1269 on 6. January and selling here at 1600 thats 3900usd gains or 3,9% of whole portfolio Adding the Bond yield Profits this is already looking like im gonna beat most Money Managers yearly performance again and its only February and i had 80% Bonds haha they are just that bad at their job Quote: "However, in 2022 while the S&P 500 is down 15.5% year to date through Nov. 25, hedge funds as a whole have outperformed. Year to date through Nov. 25, the Barclay Hedge Fund Index, which tracks the net returns of 3,040 funds, is only down 9.6%." I hope they arent starting to be proud when loosing money lol, literally being in short duration Treasuries during rate hiking cycle was too hard for them to figure out? Or oil stocks during War? Or Gold stocks during War with Russia? Or Cash? like....seriously down 9% the whole year? Like, every month, oh were wrong, next month, oh were still wrong, oh lest not change our strategy its going so well, look were outperforming the index hahahahaha 4th best performing Hedgefund 2022 was : "Chris Rokos’ Rokos Macro Fund tallied in at #4, surging 51% after losing 26% in 2021....(how can anyone loose money in 2021????) Quote:"None of the top 10 performers from 2021 made the cut. Top performers from that year included Third Point’s Dan Loeb, Pershing Square’s Bill Ackman, and SRS Investment Management’s Karthik Sarma." soooo.... it was just luck guys ha? "He has always been playing with risky investments and ideas that involve a high conviction. Bill Ackman stock holdings occupied by LOW at 21.7% and the lowest by SBUX at 10.1%" High conviction into looser stocks Bill....seriously dough, Owning Starbucks into a worldwide Recession??? ehm fired , so totally fired Ok now back to hard work again, cause hard work is where my performance and my results are coming from. |
AuthorPascal |