Kayce Basques

Menu

Sabbatical Update (Week 4)

July 2, 2021

Summary: (25 June 2021 to 1 July 2021) Reading Liminal Thinking and updating my investment portfolio.

Reading

I started and finished Liminal Thinking this week. It's a fast read and has lots of useful nuggets of wisdom! I'm now reading Modern China: A Very Short Introduction.

Investing

I spent most of this week updating my savings/investment portfolio. The most interesting thing I did this week was figuring out how to systematically study the historical correlations between all of the funds in my portfolio. This systematic study helped me find some redundancies and reduce the total number of funds in my portfolio, which will make it easier for me to maintain over the long run. I also reviewed all of my investing notes over the last year and a half. My motivation there was to rediscover old ideas that may still be relevant and understand my own psychology/biases/habits better. I also started to create a system that backtests the funds I hold but I seem to have run into a bug with one of the market data APIs that I rely on. Last, I did some routine maintenance of the portfolio (buying and selling funds).

What's next

This week I will be polishing my grandpa's autobiography. Over the last 5 years I did 10-15 hours of interviews with him, learning about his life. I then organized those interviews into their chronological narrative. I have them all up on a website but the website style and UI is bare-bones. This week I'll be sprucing up the style/UI and looking for more supplementary content (such as old images of San Francisco, where my grandpa grew up).