Founder of Eversight Wealth, a flat fee investment firm.
Joined January 2016
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- Following263
- Followers13.3K
- Likes12.6K
Adam Collins retweeted
Important post that emphasizes "Know what you own".
Long-duration TIPS may not save you when inflation exp changes -- the interest rate risk kills you!
Stick with a shorter duration TIP if your goal is inflation protection!
New Post: Are TIPS Broken?
- Analyzing massive performance differences between TIPS funds
- Why passive bond investors need more inflation protection
- Which ETFs best hedge unexpected inflation
- Future outlook for TIPS in 2022
eversightwealth.com/are-tips…
Adam Collins retweeted
I saw a lot of questions as to why TIPS underperformed despite the uptick in inflation.
Here is the reason and outlook from @eversightwealth
New Post: Are TIPS Broken?
- Analyzing massive performance differences between TIPS funds
- Why passive bond investors need more inflation protection
- Which ETFs best hedge unexpected inflation
- Future outlook for TIPS in 2022
eversightwealth.com/are-tips…
Adam Collins retweeted
Financial History: Sunday Reads
• The Future of Crypto Regulation
• Before Insider Trading Was Illegal
• A Century of Fraud & Insider Trading
• America's First Insider Trading Scandal
• What the 19th Century Can Teach Crypto
investoramnesia.com/2022/06/…
Adam Collins retweeted
"Portfolio perfectionism steals time from friends, family, and meaningful activities that you have control over."
So true!
A great article via Adam Collins @eversightwealth (A MUST FOLLOW btw)
"Why Perfectionism Ruins Portfolios"
eversightwealth.com/why-perf…
cc @Rick_Ferri will probably appreciate
Adam Collins retweeted
Glad to see Adam back:
“Portfolio perfectionism steals time from friends, family, and meaningful activities that you have control over (unlike market returns)”
Back on Twitter with a new post!
This article covers:
• Searching for perfect portfolios
• How dopamine sabotages decisions
• The investment marketing mirage
eversightwealth.com/why-perf…
Adam Collins retweeted
🚨 Launch Day 🚨
Thrilled to finally share the Investor Amnesia History Course:
'Bubbles, Manias & Fraud'
6+ hours of content taught by legendary investors, bestselling authors, and world class professors.
Learn more and preview the course:
investor-amnesia.teachable.c…
Adam Collins retweeted
This snippet from @movement_cap latest blog is so good that I think everyone should read it every single month from here on out. Mental exercise.
Adam Collins retweeted
charting 10,000 random coin tosses
"A complex pattern can appear to emerge from even the simplest random process."
Adam Collins retweeted
Good reminder that “defined outcome ETFs” have defined outcomes “X” IF the market does “Y”, but the outcome itself is unknown as the markets return is unknown.
Here is the largest “defined outcome” ETF by AUM (0.79% expense) since inception vs a 60/40, S&P 500, and 50% S&P 500.
Adam Collins retweeted
did you ever look back at a chart of something in 2008 - a stock, bond or anything else - and marvel at how obviously mispriced it was, while ruing not doing anything? this is one of those times. dislocations in every mkt you look at. its a good time to buy
Adam Collins retweeted
“You need to invest in a way so that the consequences of being wrong are tolerable.”
-William Bernstein
I love this quote. Quality report out by @movement_cap
movement.capital/2019-moveme…
Adam Collins retweeted
“Rather than take a binary stance on stock exposure based on one model, blending a variety of approaches ensures you’ll never be totally caught offside.” buff.ly/37RnHSA
via @movement_cap
Adam Collins retweeted
I asked ~ 30 risk-takers with an avg of 20 yrs experience for the books which most influenced them.
They are CIO’s, PMs, and independent investors whose livelihood depend on the bets they take
Respondents weighted towards options and quant.
moontowermeta.com/the-invest…
Adam Collins retweeted
As someone who likes to factor inflation into my valuation analysis, I love this chart. Bonds actually outperformed stocks in high and rising inflation environments
Adam Collins retweeted
Predicting is toughest test of “actually understanding.” Geophysicists can “explain” earthquakes but can’t predict them. Many sciences grapple with explanation-prediction gaps. Complex systems, imperfect data…it ain’t easy. @RobertJShiller
Adam Collins retweeted
Realtor commissions and tech solutions:
"Americans pay twice as much as people in most other developed markets, where similar sites have done much to depress residential-property transaction fees."
economist.com/united-states/…
Adam Collins retweeted
NEW POST: Mind the Gap? Rethinking the Investor Gap Equation.
econompicdata.blogspot.com/2…
Adam Collins retweeted
A lot of these firms preach low cost then charge a boatload of fees. (Some don’t even do any planning!!)
Many time in our industry people have the right diagnosis, but the wrong prescription....
New Post: Measuring the All-In Fee of Top Investment Advisors
- Data on management fees for a $1 million portfolio
- Average strategy implementation costs
- The impact of high fees in a low return world
movement.capital/measuring-t…
