Rain or Shine: Building an All Weather Portfolio
Many Happy Returns
The Impact of Bitcoin on Wealth Preservation
The fund bought a huge amount of Bitcoin, not as a percentage of the fund. It was around 2% of the fund, I think. But still, for a fund which is supposedly a safe fund, in Bitcoin, wealth preservation, they bought Bitcoin. Their timing was like, bang on. They did incredibly well. Is rougher a genius? Maybe. Or maybe they're just the one fund that's happened to do well and called it all right up to now.
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