Adam Collins @eversightwealth
Founder of Eversight Wealth, a flat fee investment firm. eversightwealth.com Joined January 2016-
Tweets11K
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Followers13K
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Following263
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Likes13K
@khemaridh tough to track bc it depends on how much content someone had to see before they were motivated to pay you could have a person read for years vs. someone seeing one post then immediately engaging you email open/click rates + straightforward questions shed light on individual CAC
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@ETFStore @NateGeraci @sumitroy2 @SteveJohnson000 @emily_graffeo @ToddRosenbluth @lauren_solberg @gaborgurbacs @DaveNadig thanks for the link nate! I appreciate it
@MacroAlf this is a cool visualization the tricky thing is mean reversion in hopes & dreams is tough to predict for ex, S&P spent 97% of the time since 2009 trading higher than its average CAPE valuations are semi-informative about future returns, but IMO difficult to effectively time
@culturaltutor @DeadCaitBounce RIP creative logos 😔
@XlucasduvalX no problem! glad you found it useful and feel free to message me with any future TIPS questions. they can definitely get confusing
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-broke…
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-broke…
@EconomPic thanks for the mention jake! much appreciated
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-broke…
@Luke_Hartman531 thanks for the shout out luke!
@TaylorPearsonMe bc engineers are tinkerers. they often approach markets as a machine to figure out and alts are a useful tool to experiment with IMO docs/lawyers rely more on trusted networks to filter $ advice. more engineers are self-directed and spend more time on researching diff strategies
@foundmyfitness yikes! relevant article by @dynomight7 quantifying air pollution’s impact on longevity plus easy ways to improve air quality dynomight.net/air/
@MarginCall4 @inglouriouscap still a fan! strategically and tactically the bond portion of retail portfolios is often 100% regular bonds. I don't like that bc of the inflation risk, so my baseline is always to mix in some TIPS real yields have also improved, meaning TIPS will capture more of future CPI
@IndraStocks @PrefShares for sure. but if the end goal is to get a major point across to a non-technical investor then basic analogies are not going to be airtight
@denicmarko @smashingmag @Ghost just switched from wordpress. ghost’s editor is lightweight and distraction-free, default themes are blazing fast, and newsletter distribution is built in first piece of software I’ve been genuinely excited to use in years!
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/2022/06/05/les…
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-perfection… cc @Rick_Ferri will probably appreciate
@Adam_Tkaczuk @JasonMutiny for sure, most TIPS funds have disappointed. avg person thinks they’re a 1:1 inflation tracker and (unfortunately) they’re not IMO short-term TIPS have still been relatively good compared to most broad taxable bond funds being -10%. but def not an inflation-matching return
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