@nicholas_crown: 2021 vs. Now – Why Your Portfolio is misallocated Then (2021): 1. Money was free 2. Stimulus everywhere 3. Tech always wins 4. Bonds hedged stocks 5. “Set it and forget it” worked Now (2024+): 1. Money is expensive 2. Austerity is back 3. Tariffs rising 4. Bonds bleed with stocks 5. Lazy portfolios get punished If you’re still investing like it’s 2021, you’re already behind. The regime changed. Your strategy has to.

Nicholas Crown
Nicholas Crown
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Region: US
Tuesday 22 April 2025 13:21:57 GMT
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wilvowood
Wilvo :
I’m in Gold, Europe and China. 100% out of US equities
2025-04-22 22:53:34
7
judastok99
JudasTok :
Wait till everything is back at ath he will be saying he times the bottom
2025-04-22 16:39:25
20
mark_d04
Mark D :
After this video I bet he logged on and bought Apple shares.
2025-04-25 14:48:50
1
andrewward43
Andrew :
why would the bogleheads care if they're not retiring anytime soon?
2025-04-22 21:23:11
8
runciblebaboon
Runcible Baboon :
But all of the options are rubbish right now, no? I could sell my trackers but then I'd just have cash which isn't obviously better
2025-04-22 23:04:34
0
jdheed
JD Heed :
you assuming that tech stocks aren't able to scale up on earnings without much increase in cost?
2025-04-23 05:27:11
2
user6005561770598
Logan :
Hello
2025-04-22 13:31:13
4
user129386442
zootedddd :
So every 4 years change you portfolio? You literally said to think in terms of decades?
2025-04-22 14:56:06
4
nc_roco
🇺🇸NC🇺🇸 :
It’s called opportunity
2025-04-26 01:16:01
1
maxxvick
Maxx Vick :
It all depends on your timeline my G.
2025-04-22 15:32:30
2
jdgiber
JD Giber :
Tell me you are a day trader without telling me you are a day trader
2025-04-25 05:34:04
1
mam.pou
MamPou :
Thanks Nick but I got it from here 😎
2025-04-22 21:01:22
3
thekaiser2023
The Kaiser :
I'm watching Bitcoin. It's the new Incredicoaster. The way it goes up and down
2025-04-22 13:33:30
2
memetv596
memeTV :
Ok bro.
2025-04-23 11:45:16
2
jestin8484
jestin8484 :
Thoughts on industrial, energy sectors? Seems like the populist economic strategy values those.
2025-04-22 20:39:42
1
vensanhali
Vensan Hali :
no one knows for sure
2025-04-22 23:35:13
1
davvadx123
D M :
wouldnt tech flush itself out of 500 anyway, why not continue to hold assets, dollar going to toilet. reallocating new deposits to value which is back to a bargain p/e?
2025-04-22 17:07:38
1
thisguyneal
thisguyneal 🌊 :
i like the ups and downs it's fun
2025-04-22 14:09:38
1
davidcooper43
David Cooper :
Can you give us specific ideas on how this looks like. Like give us specific instructions as if we are in high school.
2025-04-23 19:42:45
1
theeton73
Theeton73 :
I remember when Crown did fun stuff.
2025-04-22 23:23:15
1
citymarine117115
City Marine :
I feel like holding cash is not the best, is it not getting eaten up by the losing value of the dollar. I have never in my life been a gold bug, but I feel like this is the only way to preserve my mon
2025-04-22 14:56:45
2
bigkidccountry
Big Kid :
Ya ya ya but the dip!
2025-04-23 12:42:03
0
s1monc0rrel
Roger Kumpur :
So what do we do?
2025-04-22 23:31:27
0
mynameischriso
Chris :
Bitcoin.
2025-04-23 07:36:10
0
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