Building a portfolio is like engineering a ship for high seas.https://breakingthemarket.com/factor-of-safety/ …
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Timing the market doesn’t work just like adding extra structure during stormy weather doesn’t work. Being “ready” for any type of weather means having excess and thus unnecessary capacity in parts of the ship.
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A sleek high performance vessel is streamlined to have no excess capacity and breaks in rough weather.
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A message in a bottle is robustness similar to investing in a top500 index fund. Or for say design portfolios, following the popular trend.
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To fold in antifragility you can say that the ship and crew as a unit is antifragile. The more stress it experiences the more adaptive it becomes to its environment.
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The ability to gain “experience” through movement in the world is imo the heart of antifragility. Following an algorthm blindy, burying gold, buying lottery tickets, etc... none of these provide personal growth.
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A life is like a ship. Your “portfolio” includes your personality, temperment, assets, knowledge, knowledge systems, relationships, etc...
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There are many directions to optimize for but at its heart you have to optimize for “living life” (which is a type of growth unrelated to the “personal growth” of the hustle porn world.)
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End of conversation
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