tim@emorningcoffee.comJul 248 minPortfolio update: 1H2024This is an update of my personal portfolio performance in 2Q2024 and 1H2024, good on the surface but worse than the indices would suggest.
tim@emorningcoffee.comFeb 23, 20237 minThe Great RevealSince I write a lot about markets and macroeconomic topics, it is only fair that I talk about my own investment portfolio.
tim@emorningcoffee.comOct 12, 20212 minWhere we are.....what to do?What are your assumptions about the current economic parameters affecting investors? Which investments make sense and which do not?
