Update: 18/09/18
I've been asked a few times if I am still active blogging and what is going on with this blog.
I am active trading and investing, just haven't had time to put much thought into blogging. Between uni, work and a startup Jay and I are working on; this has gone on the back burner.
We did see the Turkish Lira plummet and I did start an article on its' weakness on the 15/07. But I never finished it (a few days later it plummeted). Other articles I have wanted to write about include Consolidated Infrastructure Group (CIL.jse) and Rural Funds (RFF.asx) closer to home.
In the time off from this blog I bought into the Vital Harvest IPO (VTH.asx) and bought some Live Tiles (LVT.asx) on Jays recommendation. In regards to LVT with current growth rates they should get ARR of $20m and possible break even in late 2019. I have also looked into BNO.asx, CSL.asx & HZR.asx. And increased holdings in CLH.asx & ALX.asx.
Other financial ideas I have grappling with have been along the risk management side of things. How do you structure an active portfolio if you do not have the time to be constantly updating correlations and betas? Should that mean I go to full passive for the time being? Big ideas with no small answers.
In regards to the start up, Jay and some friends are starting a property analytics platform. Bringing the 21st century to property with data science. That is why this blog has been dark and quiet. But rest assured we are always on the look out for great ideas though.