Not in any order

Investment Horizon

I treat all investments less than 1 year as short term 'Trades'. I treat all Investments over 1 year as something I could hold forever (until thesis changed).

Risk Tolerance

I don't believe growth, capital preservation, dividend, are mutually exclusive. I am more concerned with total capital appreciation in the long run. Since cash position is part of allocation and as a backup, I can have more flexibility in addressing risks.

On Long term view

Assets class will appreciate. equity will outperform almost all such as RE, fixed income, commodity, except maybe crypto.

On Speculation

I don't want to spend too much time on speculation.

On Crypto

Only Bitcoin. The rest are just magic/scams.

On Geographic Diversification

Maybe Taiwan.

On Sector Diversification

I prefer tech & financials. Some consumer disc.

On Currency Diversification

Have no opinion. Long USD in the sense it inflates slower than other currency. Long BTC

On Asset Allocation

I assume we all have primary residence with some mortgage. Perhaps a secondary home. Maybe some other RE assets. I assume we are all interested in equity appreciation. We are less speculative except sometimes, and might have small % in btc. Maybe some commodity. Maybe some Private Equity.

Core-Satellite Strategy

Core Portfolio: 60-80% in diversified, stable investments (broad-market ETFs, blue-chip stocks). Satellite Portfolio: 20-40% in high-conviction or tactical investments (emerging markets, small caps, disruptive industries).

Tax

Optimize Tax Efficiency. Minimize turnover to reduce capital gains taxes.

Benchmark

Benchmark against relevant indices (SPY).

Exit Plans

Something I am working on.

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