HeyJaredblogmy2cents
My journey in personal finance, asset allocation and money-related topics with a "learning-in-public" approach.
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- 6
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- Sep 25, 2026
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- Jul 6, 2026
Latest issues
The Cockroach portfolio (opens the original)
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I am not a financial advisor. The content in this article is for educational and entertainment purposes only and does not constitute financial advice. Always do your own research or consult a professional before making any investment decisions.Guess what??? I’m once again here trying to explain you how the 60/40 era is coming to an end, substituted by way more complex and useful tools rather than stocks and bonds.Whenever I look at a portfolio allocation which looks smart I immediately want to w
The worst-case scenario (opens the original)
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I am not a financial advisor. The content in this article is for educational and entertainment purposes only and does not constitute financial advice. Always do your own research or consult a professional before making any investment decisions.Whenever I talk to someone about investing and explain to them what instruments I have in my portfolio, I always get that look of distrust as they say “why are you not going full stock if your time horizon is as long as your whole life?”.This typical equiv
Finally, ergodicity (opens the original)
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I am not a financial advisor. The content in this article is for educational and entertainment purposes only and does not constitute financial advice. Always do your own research or consult a professional before making any investment decisions.Imagine a friend offers you a game with a coin:Heads, your money grows by fifty percentTails, it shrinks by forty percentNothing shady about the coin, it’s perfectly fair, fifty fifty odds every single flip.Now imagine two different ways of playing this ga
Back to the basics (opens the original)
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I am not a financial advisor. The content in this article is for educational and entertainment purposes only and does not constitute financial advice. Always do your own research or consult a professional before making any investment decisions.Whenever things get tricky and complicated, and I start to overthink about managing my money, I like to go back to why I started to study this topic in the first place, and what principles are the stepping stone of personal finance.Every mental model needs
Crisis alpha (opens the original)
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I am not a financial advisor. The content in this article is for educational and entertainment purposes only and does not constitute financial advice. Always do your own research or consult a professional before making any investment decisions.Subscribe nowThere is a moment every investor eventually lives through, usually more than once, when every asset in the portfolio seems to be falling at the same time. Stocks drop, credit spreads blow out,
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