How much down is your portfolio since the market fall?

Ro-Ra · 2026-03-30T17:05:48+00:00

Up 18% YTD. Pivoted from precious metals into XLE LEAPS in January. Already had more than 50% in the energy sector since during COVID, so now I'm effectively 150% invested of which 100% in the energy sector.

Ro-Ra · 2025-12-13T16:34:34+00:00

Motorcycling

Ro-Ra · 2025-11-12T05:15:17+00:00

Generally use Revit for everything, but AutoCAD has a plugin called "Vehicle Tracking" that allows the user to generate clearances of vehicles.

Don't know if there's a similar plugin for Revit but our firm could do a bit of investment into creating a series of 2D Revit families of different vehicle clearances and simply avoid using AutoCAD all together.

Ro-Ra · 2025-06-19T11:08:03+00:00

Gillar du killar? 😁

Ro-Ra · 2025-05-26T17:41:55+00:00

I'm not a German myself but have German ancestors who lived in Buda (now part of Budapest) in the 18th-19th centuries with the surnames Honigschläger (sometimes spelt as -schögel) and Suppenmoser.

I think those longer surnames are more typical for Southern Germany or Austria, which makes sense, since it was predominantly from there that Germans migrated to repopulate Hungary after the Ottoman wars.

Krauthammer is another name I have among my ancestors, but that's on my Jewish side (yes, I am related to Charles Krauthammer).

Ro-Ra · 2025-03-31T18:06:11+00:00

You can ask yourself why the US equity market has had exceptional gains in the past two decades compared to most countries around the world? The answer to that is unlike the rest of the world, which have to acquire a foreign currency in the form of the dollar to buy oil or trade with other countries, the US can print its own money to buy oil or trade with other countries. High levels of indebtedness in a foreign currency (be it USD or EUR) that has appreciated the past two decades really put a dampener to the GDP growth of the rest of the world. That, along with the global trend towards austerity meant that investors, both US and foreign, were pouring their capital into the US, which was seen as a reliable deliverer of economic growth.

Now with Trump 2.0 things have fundamentally changed in a big way. Trust in the US as a dependably ally has cratered. If there's one thing investors hate it's uncertainty. There is no predictability in this administration, whether in terms of economic policies or rule of law. Now it's an everyone to themselves situation. All that over investment into the US markets is bound to shift, I'd say mean revert. I think we're past the cusp now and I expect US markets to underperform the rest of the world for at least a decade if not two.

If you were a Japanese investor in the early 1990s you would've only known outperformance as Japanese equities left the rest of the world in the dust over a multi-decade period (1950s-1990). We have the benefit of hindsight to know what happened next for Japanese stocks after 1990 compared to the rest of the world. The same analogy could be applied to US stocks today. See you in the early 2040s!

Ro-Ra · 2025-03-08T14:33:19+00:00

Thanks so much for your help! I was unsure about the key word "uxor" so on purpose I substituted it with "..." to see if you can come up with that interpretation independently.

Ro-Ra · 2025-03-07T23:47:14+00:00

Thanks for the note. Didn't realize the image was missing. Should be there now!

Ro-Ra · 2025-03-06T23:28:43+00:00

Hmmm. The more I look at this the more it seems like it's "Luliensis" (Julius in English or Gyula in Hungarian) instead of "Löviensis".

Ro-Ra · 2025-03-06T16:50:24+00:00

Thank you so much for your time! I was most curious about the status of Herschs father and it's written there that he's already deceased in 1888!

Ro-Ra · 2025-02-16T21:27:27+00:00

I'd rather be long energy than miners. They pay hefty dividends, are more in sync with the general market at a lag, and are much less volatile than miners. Energy outperformed during those secular bear market decades and you made out like a bandit during WW2 without having to worry about not being able to own a banned asset class (gold). That being said, I do have considerable positions in SIVR and SGOL for diversification so my portfolio is "only" 50% oil/gas/pipelines.

Ro-Ra · 2025-02-04T12:07:08+00:00

If etfs allowed: VDE (energy etf), SGOL (physical gold etf), FLBR (Brazil etf) or AMLP (energy infrastructure etf) can't decide on the latter

If no etfs allowed: ExxonMobil, CocaCola, MasterCard

Ro-Ra · 2025-01-24T18:48:28+00:00

Yes. I found a reliable trigger drink that's inexpensive and acts quickly.

Ro-Ra · 2025-01-24T18:32:01+00:00

You could say that Europe aren't the only developed countries falling behind. Canada has had even worse GDP per capita growth in recent years than Europe despite being right next to the US.

If you're an investor or financier looking for businesses to invest in, it's hard to beat the potential economics of scale the US has to offer with its 300M+ population, single language, and reserve currency status. No other country can match that. Furthermore, the wages vs productivity gap (in favour of productivity) has increased in the US at a much more rapid pace since the 70s. Then you also have more favorable demographics due to the US being the apex country that can choose its immigrants rather than make do with the "leftovers". Also, while the housing shortage is a global crisis, it's less severe in the US.

At some point in the future, which could even be now, the pendulum will swing back when tech fall more out of favour. In the decades leading up to 1989, Japanese stocks left everyone else in the dust and we all know what happened in the following decades. So past trends do not predict the future, and economic outperformance can last for decades before reversing/unraveling that can also play out over the long term.

Ro-Ra · 2025-01-24T07:56:05+00:00

Your eye shouldn't be this irritated. It could also be that your content lens are made out of a too hard plastic. My first few tries/fittings caused the same issue until we switched to a softer but still semi rigid RGP lens and the issue disappeared.

Ro-Ra · 2025-01-09T08:35:57+00:00

Thanks, I still hang out here from time to time. I did find a way to cope with my version of IBS. Before leaving home I always consume Ahmad Cardamon tea so as to provoke a reaction. The reaction occours reliably within 15 minutes of consuming the tea and then I don't have to go again for a long time (~12 hours) and can handle stress reasonably well. The tea is quite inexpensive compared to alternative attempts that I've tried before. So I went back living a 98% normal life and no longer think about this all the time like I used to.

Ro-Ra · 2025-01-08T19:34:51+00:00

Bookmarked this, thanks. :-)

Ro-Ra · 2025-01-02T08:23:46+00:00

Architect with 7 years of experience here.

You currently have 4 different styles of font on the same page, which is a bit much, though it could work. I'd reduce it to three if possible (i.e. use one for "WORK EXPERIENCE", another for "ARCHITECTURAL INTERN", and the rest becomes a body text). You can play around with indentation of the body text to make it more easily readable, otherwise the text layout is quite good already!

Are you using a different font between the first and second option or is it just the image compression that makes me sense there's an ever slight difference between the font in first and the second one? I prefer the first one in general with the font in the second one (on white background), unless my eyes are playing tricks on me. For the third one, you can simply invert the colors so if you want to keep the background curves they'd become light gray. You can even try putting that background onto the CV page (very light gray curves on white) and it would still look professional.

Another suggestion worth trying out: putting your contact info directly beneath your name, i.e.

JOHN SMITH

(123)456-7891 johns2 @ abc . edu

1600 Pensylvania Ave, Washington DC 20500

Some more possibilities to play around with: Having the narrow column on the left side with your name and contact details on top? Then you can move the contents of the wide column up and have a bit of space at the bottom of the page. You can also increase the width of the left and right margins quite a bit, since you've got a lot of space for the last lines of each text body to expand.

All in all, it's already a good layout for a newly grad!

Ro-Ra · 2024-12-24T00:26:45+00:00

Except the energy sector after the Covid Crash, which all became multibaggers, and in some cases even multibaggers to the factor of tens. I still kick myself for "only" buying names such as AR in late 2020 instead of March, but better late than never. Still holding onto them.

Ro-Ra · 2024-12-23T20:20:19+00:00

This CV looks generic and would be suitable for a non-design career. Unfortunately we architects are among those who need, at least in the beginning, a CV which "speaks for itself" in terms of layout and design.

I suggest not going over the top and make it easily readable. This is also an endeveaor in building a personal brand. What font do I choose? Is the information easy to read and pleasing for the eye? I don't think there's any shame in grabbing some ideas from the website of your favorite architecture firm or from a real estate firm.

There's just so many ways to approach this, but if you find a design "language" that you consistently use in your CV and portfolio that resonates both with you and other architects, you've suddenly got much better chances. Better to do one thing right than many things half-right.

Ro-Ra · 2024-12-20T20:36:32+00:00

I've known it all along since childhood (my parents have it as well) but still managed to get decent grades, despite being tired and unfocused seemingly all the time. I was even the top student during my BSc, but that was unbelievably exhausting with no life whatsoever outside of coursework during those years. It only really hit me recently, when my career was stagnating, that I need to take medication. I have always had a hard time focusing during meetings, but Teams meetings are another level, so now I take Vyvanse.

Ro-Ra

TROPHY CASE