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How Much Local? How Much Offshore? Is There a Formula?

How Much Local? How Much Offshore? Is There a Formula?

by Costas Souris | Sep 28, 2026 | Financial Planning, Fixed Income

One of the most common investment questions South Africans ask is: “How much of my money should I keep locally, and how much should I invest offshore?” Is it 50/50?60/40?70% offshore? There is no universal percentage that works for everyone. But there is a much better...
Investing in Scarcity makes $en$e. We look at Alternatives

Investing in Scarcity makes $en$e. We look at Alternatives

by Costas Souris | Aug 28, 2026 | Financial Planning, Fixed Income

Investing in scarcity makes send. But What? For generations, investors have been taught a fairly simple principle: *Own things that cannot easily be reproduced* It sounds obvious. Yet today we live in a world where governments and politicians can create more money,...
Fixed Income, AI-Tech Stocks & Bitcoin for Asymmetric Growth

Fixed Income, AI-Tech Stocks & Bitcoin for Asymmetric Growth

by Costas Souris | Aug 7, 2026 | Financial Planning, Fixed Income

Income, Innovation and Asymmetric Growth: Combining Fixed Return Bonds, Bitcoin and AI Stocks Investors are increasingly confronted by a difficult trade-off. Let’s first define …Asymmetric growth: limited capital exposure with significantly greater upside potential....

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