re <<apples to apples ... without any doubt whatsoever that the NASDAQ 100, NVDA, etc., over time have been hugely better investments than gold, hugely better. It is absolutely not even close.>>
unclear to me why you think Nasdaq apple is necessarily comparable to Gold apple
My apple is actually Hong Kong industrial lofts
circa 2001 Message 16153454
My HK industrial properties were always meant to be a free cash generator, an allocation to real estate (something I can not actively manage and trade) unencumbered by debt, with potential for eventual liquidation at tremendous profit, or simply at least breakeven on purchase cost. I bought the properties at Asian financial crisis low and I charge a 30-40% (due to fact that I did not increase rent since purchase) lower than market rent to obviate need for tenant hassle. They are meant to be an interest-earning bond, with a HK real estatecall option attached. I have never re-valued the paper value of the properties since purchase. circa same 2001 Message 15774371
25% Industrial real estate (yielding 7% on cost, no debt); circa a few dayz ago Message 35313387
the dealing all just done, 30% irrevocable downpayment due 28th November 2025, and 70% on closing April 2026, on big-enough trade, say 12X inclusive of rentals over the years. ... bottom line, beating Nasdaq 100 is easy, by % allocation, % increase, and by Sharpe ratio
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