Investment planning and ideological collision of the nano family in 2021

Mar 5, 2021

Investment planning and ideological collision of the nano family in 2021

Reflections from 2020 Events

Affected by the epidemic in 2020, I have more time to think carefully and have a reasonable reason to retreat, and it will not be considered anti social, and I still miss the days of working in different places. Quietness can increase efficiency. You can also make a good decision on the social occasions you want to participate in, and increase the quality of communication. You don’t need to wear a mask. I personally think it’s good. Now I only believe in the response of the sacrum. Once the frequency is right, the communication is like a magnetic field docking. As comfortable as breathing phytoncide in the forest.

I don’t know if everyone is bored. There are always a bunch of old people attacking each other on social media. The literati are light on each other. I feel annoyed by brushing my presence. It seems that I can’t have a presence without quarreling. In particular, the financial world is more prevalent, which is quite interesting.

Having said that, I used to stick to the following investment principles listed by myself:

Central principle: 70% index investing, 20% bonds, 10% fangs
If you have a fraction of the Taiwan stock 0050, you can buy it, and you can buy all the Taiwan stock fractions with commodity cards. That day, I went to Daqing Securities, known as the Taiwan version of Robinhood, to open a securities account. The delivery account can be tied to the CITIC Myway digital account, which is very convenient. I recommend everyone to open it (Addition: Daqing's monthly magazine is super beautiful, it beats the financial industry, it is a very aesthetic broker)

2020 is very special. There are three circuit breakers. In addition, it is found from work that the world of virtual currency is slowly sprouting. Even the conservative central bank of Taiwan has begun to experiment with CBDC. Different virtual currencies have begun to have different ecosystems. The gameplay of NFT is to play the business model to the extreme, bringing a bit of romance to business, a bit like being the protagonist in the world of Yassen Luopin or occasionally when Conan solves puzzles, the spark of a blockchain seems to be the center of salvation Dawn of the world.

All kinds of shocks made me start to make some adjustments to my personal asset allocation. I like a famous quote shared by Binance CEO CZ on twitter:

''Not the king of fiat currency, nor a beggar of virtual currency''

And I was inspired by the novel The Three-Body Problem and the first-level players in the movie. I believe that the future world will be more real than the book and the movie. Every believer in the blockchain world is pursuing the utopia in their hearts, and it happens that the blockchain gives hope.

2020 Investment Record

Let’s first talk about the bull market in 2020. Long-term index investment is originally based on the return of the broader market. Everyone can find the rate of return on the Internet. But what I want to share is the part of the 10% fangs in 2020, because I spend more time researching relevant stocks of interest, and I frequently hit and switch stocks, and enjoy the good time of surfing in the bulls. Active investors with 10% blood, so the returns brought by these 10% fang stocks exceed index investment positions, such as PLTR/MSTR, and they also bought cruise stocks around mid-September. On the one hand, they are optimistic about the epidemic. On the one hand, the business opportunities after the recovery are that sometimes shareholders of cruise stocks can buy a certain number of shares, and there are special prices for buying cruise tickets.

On the other hand, I observed that the rocket in the blockchain world is about to take off, and I also distributed some stocks in related industries BTBT/ARKF/Paypal/Marathon.

Europe! Of course, we must not forget the Tesla of our modern Da Vinci Mr. Elon musk. I am worried that I will not be able to go to Mars if I do not buy more than a certain number of shares in the future, so I will pick up a few more as long as it falls, and beliefs cannot be measured by numbers (Hey, I am privately looking forward to the epidemic After recovery, I can go to the United States to participate in the shareholders' meeting XD

Investment plan for 2021

One currency, one world,

The cosmology affects the imagination of money,

The collective consciousness will create the occurrence of matter

In 2020, I was strongly hit by the blockchain world. Like acupuncture, I felt an electric shock when I touched my skin. I know that this decentralized world exists, and it is slowly expanding its territory bit by bit. I personally believe that the future will be a 70% decentralized world and a 30% centralized world, and industries that move from centralization to decentralization will be liberated one by one. If the collective consciousness of mankind believes that a decentralized world will exist, Then this utopia will be created.

After these ideological collisions, I have made some adjustments to the investment plan from 2021

This year, all of the reinvestment funds that were supposed to be invested in index investments at the beginning of the year were only one-third invested, all in VT
The other one-third is located in Fintech industry-related stocks in Fangya, such as: paypal/affirm/GBTC, and SPAC company CCIV
In the last third, I laid out several virtual currencies. In addition to buying ETH on dips, there are also ADA/FTT/BNB/CAKE

I opened a Binance account to invest in all virtual currencies. Binance can now do what traditional finance can do. The logic is consistent, and I am very excited as a financial geek. The demand deposits/staking of various currencies can be used to ETH2. .0 pledge, to Defi projects/mining, I have tried every project to invest a little bit to play and see, and then find out the logic and the way of operation that I like, everyone in the pile pits register with the following link, and now there is 20% Rebates on transaction fees.

https://www.binance.com/en-TW/register?ref=62731102

Another thought after the collision of my action is to adjust the parking point of US dollar funds. Because my index investment is to directly open an overseas brokerage FT to buy VT, before the wire transfer to the United States, I will regularly buy a portion of the money in US dollars every month and store it in the US dollar fixed deposit. The interest of USD parking in the fixed deposit is very low and cannot be redeemed immediately. The speed of fund transfer has slowed down. The emergence of stablecoins USDC & USDT has allowed me, a paranoid who has to work for me every minute and every minute, to find salvation. , now I will decide to transfer USD to BlockFi and buy stablecoins USDC & USDT, and then put it in BlockFi to receive 6% APR. Now I can register with Visa cryptocurrency card and go directly to the last mile of payment.

https://blockfi.com/?ref=4c593503

After serious contact with the decentralized world, the perception of the time dimension is a bit confusing. Sometimes the information will be like a tornado, trying to squeeze your head out, but when you understand it, you will find out, how did someone come up with it? Such a romantic business model hides a password in the digital assets of NFT, initiates a clue or action through a smart contract, and makes you fall into another time and space like a black hole step by step.

After falling into the black hole, the actual experience of buying NFT digital assets feels the most ~~ I need to install metamask first, then have ETH, I bought a Bullrun baby card at Opensea, and a pixel art of Elon musk, understand Players must know that this is an arbitrage blue ocean. The difficulty of advanced gameplay is not lower than that of traditional finance, but the speed is faster hahaha