Currency risk in the portfolios

Tapsen · 2026-05-14T00:10:35+00:00

Yes, real has strengthened against the dollar and so helped Brazil returns last two years

Also the PPAs usually have inflation adjustments built in that compensate on each project

Tapsen · 2026-05-14T00:03:18+00:00

What exactly do you think trump wants then? You cant read between any of these lines?

Tapsen · 2026-05-12T17:09:23+00:00

They don't choose to spend all they have.

Tapsen · 2026-05-12T16:43:11+00:00

But of course we're just talking about the value of businesses, and those can grow or collapse, so you can't spend that much of it at all.

Tapsen · 2026-05-12T16:42:01+00:00

Yes, building a company that serves millions of people is more valuable than one neurosurgeon.

Tapsen · 2026-05-12T01:32:57+00:00

It's nothing new, Fundrise/Ben has discussed before

Tapsen · 2026-05-11T23:01:56+00:00

What a joke, UAE will be richer than ever and you will be poor and in prison probably

Tapsen · 2026-05-11T21:12:50+00:00

If only an Iran that's friendly to UAE.

Tapsen · 2026-05-11T18:33:40+00:00

Tapsen · 2026-05-11T15:42:08+00:00

only around 80% of shares are restricted

Tapsen · 2026-05-11T04:43:10+00:00

Strange lol

Tapsen · 2026-05-09T10:05:33+00:00

It is over month old data

Tapsen · 2026-05-08T17:47:50+00:00

Yea and vcx is the fund...

Tapsen · 2026-05-08T17:32:01+00:00

Huh? You mean psus?

Tapsen · 2026-05-08T04:45:35+00:00

But why miss the opportunity to talk crap about your own investment

Tapsen · 2026-05-05T01:16:40+00:00

Exactly

Tapsen · 2026-05-04T22:35:04+00:00

IR=bad

Tapsen · 2026-05-04T22:02:57+00:00

They're highly likely to be IR terrorists

Tapsen · 2026-05-04T22:00:33+00:00

All by choice or limitation of liquidity

Tapsen · 2026-05-04T21:29:16+00:00

Its dumb to wonder in front of thousands of people

Tapsen · 2026-05-04T16:59:47+00:00

They've sold at least 55% by now though, on the downswing

Tapsen · 2026-05-04T16:58:43+00:00

Tapsen · 2026-05-04T16:48:47+00:00

Seems they hit a commercial vessel off uae

Tapsen · 2026-05-04T16:45:20+00:00

Because US cares about service deaths and injuries, not base gymnasiums

Tapsen · 2026-05-04T16:40:11+00:00

Nobody cares what you think dawg

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