Asset Allocation

Buying Stocks of These Companies vs. Directly Purchasing Commodity Futures: Risk Comparison Background "These companies" likely refer to the five major Japanese trading houses (Itochu, Marubeni, Mitsu...

Good question! Many beginners in overseas investing overlook this point. Let's break it down in plain language. The answer: Absolutely! This might be one of the biggest "hidden" risks in your Japanes...

If I Had to Choose a Stablecoin for Long-Term Holding, I'd Pick Fiat-Collateralized Hey there! I've been dabbling in cryptocurrencies for years, starting back when Bitcoin first blew up.

Alright, let's dive into this super important topic. Don't overcomplicate it – think of it like crafting a "nutritional meal plan" for your investment portfolio based on your unique "body type" and "t...

Hey friend! Seeing this question feels like meeting a kindred spirit. Lots of folks just starting out in investing only have eyes for stocks. They think bonds are “slow and boring,” not capable of mak...

Okay, no problem. Let's talk about this topic in plain language. Discussing Portfolio Rebalancing: Why Do It and How? Friend, hello! Seeing you ask about "portfolio rebalancing" is a great question.

Certainly, I'd be happy to chat about this topic as a fellow investing enthusiast. Graham's advice is arguably one of the core, most practical rules in "The Intelligent Investor," especially well-suit...

Hey friend, great to see your interest in Graham's investment philosophy. This is an excellent question and one of the core disciplines for defensive investors.

Okay, friend, let's talk about this topic. A defensive investor, in simple terms, is someone who prioritizes "don't lose money" and seeks "safe returns.

Hello! I'm delighted to discuss this classic question with you. This is actually one of the core distinctions emphasized repeatedly by Graham in The Intelligent Investor.

Great, let's talk about the asset situation of Japan's legendary trader B.N.F. (Takashi Kotegawa). That's an excellent question. Many people only know about his incredible stock trading skills but are...

Okay, friend, how much Japanese stocks should make up in a global portfolio is a great question, especially with how hot the Japanese market is lately.

Recommendations for Allocating Commodity Assets in Portfolios to Hedge Against Inflation Why Consider Commodity Assets? Commodities (e.g., oil, gold, agricultural products, and metals) are often viewe...

Does This Remind Us That Investment Opportunities Are Global and Should Not Be Limited to Domestic Stock Markets? Yes, Warren Buffett’s investment strategy offers profound insights.

Analysis of Buffett's Investment Strategy in Japan's Five Major Trading Houses Warren Buffett invested in Japan's five major trading houses (Itochu, Marubeni, Mitsubishi Corporation, Mitsui & Co.

Stablecoin and Derivative Allocation Ratios from a Portfolio Perspective Hey there! I'm a regular investor with a few years of crypto experience—not an expert, but I’ve learned from plenty of mistakes...

Case Studies of Charlie Munger's Global Diversification Practices Hey there! I'm a veteran in the investment world and love studying the strategies of Munger and Buffett.