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← A portfolio optimized on historical returns is the ideal solution to…
17 connected korrents · 18 moments from 5 Sept 2010 to 25 Sept 2026.
Everything filed under investing
investing
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crypto
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interest rates
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venture capital
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market efficiency
Everything filed under health and fitness
health and fitness Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: A portfolio optimized on historical returns is the ideal solution to the past, not a reliable guide to the future, which makes the idea of a single 'best portfolio' an illusion. A portfolio optimized on historical returns is the ideal solution to the past, not a reliable guide to the future, which makes the idea of a single 'best portfolio' an illusion. Last stated 2 weeks ago
15 Sept 2026
NM
Nick Maggiulli — holds since 2026-09-15 — tap for who they are
Same subject: The optimal portfolio is the one an investor can actually stick with no matter what happens in the world, not the mathematically best-performing one. — tap to centre the map on it The optimal portfolio is the one an investor can actually stick with no matter what happens in the world, not the mathematically best-performing one. Last stated 2 weeks ago
15 Sept 2026
NM
Nick Maggiulli — holds since 2026-09-15 — tap for who they are
Same subject: An investor's starting point should be the portfolio that is best to hold independent of any tactical market view — tap to centre the map on it An investor's starting point should be the portfolio that is best to hold independent of any tactical market view Last stated a month ago
25 Aug 2026
RD
Ray Dalio — holds since 2026-02-19 — tap for who they are
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: A portfolio shows that a person's work is visible, not that they are skilled. — tap to centre the map on it A portfolio shows that a person's work is visible, not that they are skilled. Last stated 4 months ago
26 May 2026
CB
Carlos Alexandro Becker — holds since 2026-05-26 — tap for who they are
Same subject: The efficient market hypothesis is at best a very lossy heuristic — tap to centre the map on it The efficient market hypothesis is at best a very lossy heuristic Last stated 4 weeks ago
4 Sept 2026
NF
Nat Friedman — holds since 2026-09-04 — tap for who they are
Same subject: This period has been one of the best times for individual investors to outperform the market. — tap to centre the map on it This period has been one of the best times for individual investors to outperform the market. Last stated a week ago
25 Sept 2026
BC
Ben Carlson — holds since 2026-09-25 — tap for who they are
Same subject: Health optimisation has overshot: minimising a measured risk is not worth it if the cost is not having lived. — tap to centre the map on it Health optimisation has overshot: minimising a measured risk is not worth it if the cost is not having lived. Last stated a month ago
26 Aug 2026
DH
David Heinemeier Hansson — holds since 2026-08-26 — tap for who they are
Same subject: Refusing to commit is the right strategy inside a portfolio and the wrong one everywhere else in life. — tap to centre the map on it Refusing to commit is the right strategy inside a portfolio and the wrong one everywhere else in life. Last stated 2 months ago
28 Jul 2026
NM
Nick Maggiulli — holds since 2026-07-28 — tap for who they are
Same subject: The claim that passive investing has made markets less efficient is overwrought. — tap to centre the map on it The claim that passive investing has made markets less efficient is overwrought. Last stated 3 months ago
18 Jun 2026
AD
Aswath Damodaran — holds since 2026-06-18 — tap for who they are
Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. Last stated 4 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 4 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. Last stated 2 months ago
18 Jul 2026
PL
Pieter Levels — holds since 2026-07-18 — tap for who they are
Same subject: A tracing requirement in an encrypted messenger gives up the confidentiality of who sent what, which is the part that protects the sender. — tap to centre the map on it A tracing requirement in an encrypted messenger gives up the confidentiality of who sent what, which is the part that protects the sender. Last stated 5 years ago
1 Aug 2021
MG
Matthew Green — holds since 2021-08-01 — tap for who they are
Same subject: Bitcoin creates more upside and downside than traditional money because it makes users power users with no system administrator to fall back on. — tap to centre the map on it Bitcoin creates more upside and downside than traditional money because it makes users power users with no system administrator to fall back on. Last stated 3 months ago
12 Jul 2026
BS
Balaji Srinivasan — holds since 2026-07-12 — tap for who they are
Same subject: Code-signing with self-signed certificates makes security worse rather than better. — tap to centre the map on it Code-signing with self-signed certificates makes security worse rather than better. Last stated 5 months ago
25 Apr 2026
CW
Chris Wellons — holds since 2026-04-25 — tap for who they are
Same subject: Aggressive quantitative easing should raise long-term interest rates, because effective monetary stimulus raises them. — tap to centre the map on it Aggressive quantitative easing should raise long-term interest rates, because effective monetary stimulus raises them. Last stated 16 years ago
6 Sept 2010
SS
Scott Sumner — holds since 2010-09-05 — tap for who they are
SS
Scott Sumner — no longer holds since 2010-09-06 — tap for who they are
Same subject: Canceling government bonds held by a central bank creates no fiscal space, because the reduction in government interest payments is exactly offset by an equal reduction in the profits the central bank remits to the government. — tap to centre the map on it Canceling government bonds held by a central bank creates no fiscal space, because the reduction in government interest payments is exactly offset by an equal reduction in the profits the central bank remits to the government. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: Central bank purchases of government bonds are not bailouts and do not automatically cause inflation, since they only change the composition of the consolidated government's liabilities, not their total. — tap to centre the map on it Central bank purchases of government bonds are not bailouts and do not automatically cause inflation, since they only change the composition of the consolidated government's liabilities, not their total. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are