Portfolio review
The daily portfolio checker series: worked examples of asset allocation, concentration, fees and risk, with the reasoning behind each review. 5 articles.
Was your portfolio built for the last decade?
How US technology concentration, higher rates and new investment in Europe and Japan shape portfolio allocation for 2027 and the decade ahead.
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Asia: the chip exposure you own, and the Japan you may be missing
Japan’s corporate reforms and the Korea-Taiwan chip cycle offer different investment cases. Compare profits, valuations, currencies and portfolio roles.
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The price of money is back
US ten-year yields at 4.94% and French inflation at 3.8% in October 2026: we compare cash, bonds and equities for euro investors, with duration risk.
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Europe's AI dividend, and the French exception
European shares trade at 14.1 times expected earnings, against 18.7 for US shares. We weigh AI adoption, public investment and France's debt risk for investors.
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Crash protection: costs, payoffs and portfolio growth
How convex crash protection affects portfolio growth: premiums, crisis payoffs and reinvestment, compared with bonds, gold and reduced equity exposure.
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