Approach

I allocate long-term across public markets and crypto, prioritizing durability, simplicity, and downside control — with a USD/EUR capital buffer.

Rules

  • Universe: broad equity exposure + scarce assets (crypto/gold)
  • Holding period: multi-year by default
  • Rebalancing: periodic, schedule-based
  • Adds: only when the asset’s role remains intact
  • Exits: only if the role breaks (not headlines)
  • Maintain a USD/EUR capital buffer (liquid, separate from allocations).

Core exposures

  • U.S. equity core — broad index exposure
  • Global equity diversification — developed + emerging
  • Gold — non-sovereign store of value
  • Bitcoin — digital scarcity / asymmetric upside
  • Ethereum — programmable asset exposure

Capital buffer

  • USD
  • EURO
Personal capital only. Nothing here is investment advice.