Posts by Leonardo Drago

I GAVE A TALK AT AN INVESTMENT SEMINAR RECENTLY WHICH WAS TITLED “INVESTING MYTHS: DE-BUNKING WIDELY ACCEPTED TRUISMS”.

MANY INVESTORS HOLD INVESTMENT ASSETS OFFSHORE, OFTEN UNDER INVESTMENT HOLDING COMPANIES.

THE BEST INVESTMENT ADVICE I EVER RECEIVED WAS: “THE DEGREE OF UNPROFITABLE ANXIETY IN AN INVESTOR’S LIFE CORRESPONDS DIRECTLY TO THE AMOUNT OF TIME SPENT DWELLING ON HOW AN INVESTMENT SHOULD BE ACTING, RATHER THAN HOW IT ACTUALLY IS ACTING.”

IN THE WEEKS LEADING UP TO THE PRESIDENTIAL ELECTION, EQUITIES FELL ANYTIME TRUMP GOT A BUMP IN THE POLLS, AND GAINED WHEN CLINTON ROSE IN THE POLLS.

THE LAST TIME A BOND BEAR MARKET WAS GETTING STARTED, I WAS STILL IN DIAPERS. IT WOULD BE DIFFICULT TO FIND ANY INVESTOR WHO LIVED THROUGH AND VIVIDLY REMEMBERS THE IMPACT OF LOSING MONEY YEAR AFTER YEAR IN BONDS, BUT…

AS WE GET OLDER AND INCH CLOSER TO OUR RETIREMENT AGE, WE INTUITIVELY UNDERSTAND THAT WE ARE SUPPOSED TO TAKE LESS RISK IN OUR INVESTMENTS, SHIFTING THE FOCUS FROM CAPITAL GAINS…

‘BREXIT’, THE UK VOTE TO EXIT THE EU, CAPTIVATED THE FINANCIAL WORLD IN THE END OF JUNE.

INVESTING IS FULL OF MEMORABLE ONE-LINERS WHICH PURPORT TO GIVE GOOD INVESTMENT ADVICE THAT IS ALSO EASY TO REMEMBER.

ON A RECENT FLIGHT BACK TO SINGAPORE I HAD THE PLEASURE OF WATCHING THE MOVIE “THE BIG SHORT”

AT THE BEGINNING OF EVERY YEAR IT’S A USEFUL EXERCISE TO GATHER THE MARKET CONSENSUS OF CHIEF ECONOMISTS AND CHIEF INVESTMENT OFFICERS, IN ORDER TO ASSESS WHERE YOUR OWN MARKET POSITIONING STANDS AGAINST THE PREVAILING VIEW