Were the Tariffs a Hoax from the Start?
In recent weeks, global markets have been through a ride that felt more like political theatre than sound economic strategy. Universal baseline tariff: As of April 5, 2025, the US administration …
The Essential
Under the “The Essential” label, I will categorize all posts that deal fundamentally with specific topics and would otherwise go lost in the general blog.
That said, I will only publish exclusive articles here. The section will be filled in gradually and is intended to contain general considerations and reflections which do not necessarily have to concern investments.
Art of Investing: Drawdown Chart, Human Capital, and Power of Time
Investing is about achieving returns and managing inevitable periods of loss. A valuable tool to better understand these periods is the drawdown chart. This chart shows how often and how …
Financial Security: Growing Wealth While Sleeping Peacefully
Life is already hectic and complicated enough, and we all struggle with our own challenges. As I navigate through life, I’ve realized how much the decisions I made years ago …
Building A Financial Safety Net – It Is Worth It
Building up a financial safety net has been my fundamental need since my early twenties. Why? Because pitfalls, failures, and mistakes are normal and affect everyone. After all, life is …
Wealth Management – Easy To Start, And Even Easier To Master
Even a small pocket cannot prevent me from making more of it. Snowflakes of pennies can become an avalanche of monthly dividends. This is what wealth management means to me. …
Good Enough Investing
“How are you?” “I’m fine, thanks. How about you?” “Well, good enough, I’d say.” Good enough…?! On closer inspection, what sounds like a boring and unpleasant description of one’s own …
Investing Is Easy – And Yet I Spend Too Much Time On It
Investing is easy. You deploy your capital with a purpose. But already from here on, things get more complex. What is my goal, and how much time do I want …
Quadrants Of Knowledge – Staying Away From The Unknown Unknowns
The quadrants of knowledge are helpful tools in risk assessment. I use them occasionally to assess how thin the ice is on which I stand. One thing is clear: while …
Long Time No See, Friends – A TEV Blog Update
After a long time, I am writing an article about something other than the dividend income of my dividend portfolio on the blog. Some things have changed, not so much …
Is Value Investing Dead? – A Deep Dive Into Value Investing
I recently had an interesting discussion with another private investor about investing and the current stock price developments. We didn’t address value investing in particular, but after our conversation, I …
The 2 Biggest Assets Investors Have But Often Ignore
Investors go crazy about their stocks and investments. They read balance sheets, annual reports and check their portfolios every hour. Fair enough. It is reasonable that there is a lot …
Avoiding Panic And Staying Positive At The Same Time
The Internet is full of experts and wise guys. They have explanations and solutions for everything. However, it gets worse when forecasts come into play and people move away from …
Investing During A Recession – How Investors Build Up Wealth In Times Of Crisis
Investing during a recession sometimes takes a lot of courage, but can be worth it. In this article, I will show you how investors repeatedly manage to create wealth in …
People Are Making More Money Than Me
Do you know this feeling? Everywhere on the Internet, at work, on the subway, people are currently talking about how much money they have made with stocks in the last …
Serendipity – Powerful Phenomenon That Teaches Humility
There are some phenomena or concepts that can change thinking forever. The concept of antifragility is one such example. The critical rationalism of Karl Popper is another model of thinking …