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Disclosure Policy

I believe in transparency and accountability. That is why, when it comes to talking about stocks and other asset classes, I think it is important that you know exactly where I am coming from.

I believe in using the financial markets as a path to greater independence and freedom. Hence I treat money management as a lifelong endeavor. This also means that I buy, hold and sell assets for my own good. Moreover, I occasionally write about certain positions or send out a newsletter. To increase transparency and trust, I disclose ownership or positions which are directly related to an article’s content and that I am the beneficiary of. This also includes options and other financial derivatives. On the portfolio tracker page, I disclose all positions that I hold and wrote about on this webpage. Bear in mind that this portfolio does not contain a complete overview of all my financial interests and shareholdings, but exclusively positions directly related to

My main goal is to teach people of all ages, all income levels, and all backgrounds about money and its applications in modern life. I believe that managing our own money is critical to learning more about the subject and us succeeding in our own lives.

Finally, consider every piece of investment information you receive, here on or elsewhere, not as a de facto recommendation, but as an idea for further consideration. Even the strongest disclosure policy in the world does not excuse individuals from taking responsibility for their own decisions. Due diligence, critical thought, and the use of the most extraordinary device in the world (the human brain) are crucial to your financial success. If you would like to give any feedback feel free to reach out:

Last updated November 29, 2023

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