Portfolio

Key Takeaways: Earlier, Arkham reported that it tracks around $2.25 billion worth of on-chain assets for Justin Sun, spanning 10 different blockchain networks. The bulk of the portfolio (around $1.09…

“I presume these are sophisticated investors taking a profit.”

You open your brokerage app and something looks off. The U.S. market ETF you bought a few years ago has quietly grown into more than half your portfolio. The bond…

Here is the update for my Daedalus portfolio for Sep 2026. If work is not too busy, I will try to provide an update where possible. I explained how I…

I recently shared that I’m 49 and out of cash because a venture capital fund called capital much faster than I expected. I assumed a conservative 30% of my commitment…

Let me talk a little about what is not working so well in my Daedalus income portfolio this year (and probably can include last year if we are pretty strict…

Okay so this one comes from a reader comment on the last article. “Part 1: Cannot siam US estate tax easily. Part 2: Where your spouse can find your money.…

Here is the update for my Daedalus portfolio for Aug 2026. If work is not too busy, I will try to provide an update where possible. I explained how I…

Q. My wife and I are recently retired and have a portfolio of about $2 million in dividend paying stocks, pipelines, utilities and some exchange-traded funds (ETFs) tracking Canadian and…

Housing affordability is at a crisis low. You’ve read that headline a hundred times. Either incomes rise or home prices crash to get back to pre-COVID levels. That’s true if…