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vgr's profile
Venkatesh Rao
Venkatesh Rao
Venkatesh Rao
@vgr

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Venkatesh Rao

@vgr

Conversational account. For work follow @ribbonfarm, @breaking_smart, @artofgig. Tweets are 90% vacuous views, apathetically held. Mediocritopian. IKEA builder.

Los Angeles, CA
venkateshrao.com
Joined August 2007

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    1. Venkatesh Rao‏ @vgr Jul 7
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      Of my play money (which was maybe 5% 5 years ago), I've invested mostly in major tech stocks and a small amount in renewable energy related things, which did really badly (lithium companies). Net, the play money way outperformed the index part. Was going to rebalance last year...

      1 reply 1 retweet 2 likes
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    2. Venkatesh Rao‏ @vgr Jul 7
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      ...but then I procrastinated and Covid happened, everything got accelerated, the market got crazy distorted beyond what it already was, and the play money did much better. So now, what I thought of as "rebalancing" in 2019 would really be a bet on "old normal will return"

      1 reply 0 retweets 8 likes
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    3. Venkatesh Rao‏ @vgr Jul 7
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      Which seems like a stupid bet tbh. Covid definitely counts as an extinction-level event that's caused changes to unfold far faster than indices are keeping up (with money printer go brrr effects making it even slower).

      1 reply 1 retweet 5 likes
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    4. Venkatesh Rao‏ @vgr Jul 7
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      Also, general broad belief in passive investing seems to have slowly eroded over the last decade to the point where no serious pro investor I know seems to unqualified recommend it anymore. But Malkiel himself seems to think pandemic has changed nothinghttps://www.ai-cio.com/news/active-funds-still-losers-malkiel-says/ …

      3 replies 0 retweets 3 likes
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    5. Venkatesh Rao‏ @vgr Jul 7
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      To be clear, Malkiel is primarily against "active investing" in sense of pro traders charging commissions to do more active trading esp. in volatile times. I'm suggesting something more milquetoast: hold a few long positions to slightly distort a basic index/passive approach.

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    6. Venkatesh Rao‏ @vgr Jul 7
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      I guess I could label the posture I've accidentally landed in and rationalized to not change as "supercharged passive" or "accelerated passive." Just buy a bit more of a subset of things that are already heavily represented in the index.

      2 replies 0 retweets 1 like
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    7. Venkatesh Rao‏ @vgr Jul 7
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      Thread brought to you courtesy a warning pop up on my investment account saying I have concentration risks. Question is whether to ignore it....pic.twitter.com/h3EaE46l11

      2 replies 0 retweets 1 like
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    8. Venkatesh Rao‏ @vgr Jul 7
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      And let's not even talk about crypto

      2 replies 0 retweets 5 likes
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    9. Venkatesh Rao‏ @vgr Jul 7
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      Funny how few people talk about "home ownership" as a risky concentration. I mean sure, you live in an owned home, but it's still pretty risk to have so much of your wealth in a single physical asset, let alone a single stock.

      6 replies 2 retweets 18 likes
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    10. hashtagtacos  🌮‏ @VicVijayakumar Jul 7
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      Replying to @vgr

      As the unrealized value of my home increases, my portfolio so more and more heavily weighted in favor of real-estate. Have any thoughts on this?

      1 reply 0 retweets 0 likes
      Venkatesh Rao‏ @vgr Jul 7
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      Replying to @VicVijayakumar

      Dunno. I don't own a home and really have no understanding of that mindset and what/how you guys think.

      1:24 PM - 7 Jul 2020
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        1. hashtagtacos  🌮‏ @VicVijayakumar Jul 7
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          Replying to @vgr

          Fair enough.

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