Posts by Leonardo Drago
Permanent loss of capital
In the last two months I’ve had three client prospects come see me, all of whom suffered significant losses in last year’s challenging financial markets, between -40% and -70%
Read MoreThe Fundamental Question for Crypto
“Time reveals the truth”. – Seneca
Read MoreIndicators Lining Up for 2023
Indicators are falling into place for next year’s outlook, but not in the way investors are anticipating
Read MoreAnother Corner of Crypto Implodes: FTX – Crypto Should Not be Valued in Dollars
Following the Terra-Luna collapse in the summer we’ve had another implosion with much wider ramifications for the crypto world
Read MoreNo One Knows Anything: Trend Following in a Portfolio
Goldman downgrades equities on inflation and rising yields, after the market has already dropped 20 per cent
Read More Do You Need a Financial Advisor?
No, you probably don’t.
Last week I conducted a training session for our team, teaching them how to create a personalised plan for themselves and invest for their retirement portfolio
Read MoreRecession Anxiety: How Much More Downside in Markets?
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter Lynch
Read MoreBeyond ESG to Real Impact: Creating and Monitoring an Impactful Portfolio
Two months ago I made the argument for the need to think more deeply regarding the purpose of capital, instead of relying on basic ESG metrics that do not achieve real impact
Read MoreThis isn’t my First Rodeo – A Corner of Crypto Implodes
“I can’t take it anymore”
Read MoreBeyond ESG to Real Impact – the Purpose of Capital
Even with the profound pain that COVID caused, it gave us time from our busy day-to-day lives by stopping everything that was, giving us a unique moment to reassess our direction…
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