The end of an era
Dear subscribers and followers of True Insights,
I have some important news to share: True Insights is coming to an end. As many of you may know, I launched my own investment fund earlier this year, the Blokland Smart Multi-Asset Fund, which reflects a concentrated version of my long-term views on the financial markets. I can confidently say that the fund's philosophy—scarce assets becoming increasingly attractive due to rising global debt levels—has resonated with many investors, including a significant part of you.
More content will come
Although I still enjoy creating useful content for a variety of portfolios and investment categories daily, I must now choose to focus on the fund, the investments, and the overall strategy, particularly as I aim to present the philosophy and investment policy to as wide an audience as possible.
I am 100% convinced that moving away from the traditional 60-40 portfolio presents enormous opportunities. This is also why gold and Bitcoin hold significantly larger weights in the True Insights portfolios compared to a standard multi-asset portfolio. Those who have added these investments to their portfolios will have seen substantial benefits.
To best convey my message, I will continue creating content and offer it for free whenever possible. Initially, this will be through the general newsletter, The Market Routine, which some of you are already a member of, and the fund's newsletter. I am also exploring other channels for content distribution.
If you are interested in subscribing to these newsletters, please email me your desired email address, and I will add you.
Cancellation and Refund
Substack's cancellation policy applies since this newsletter is published on the Substack platform. This means that paid subscriptions processed through Stripe will be terminated. Here's what that entails:
Refund and notify all your paid subscribers by email.
Cancel all paid subscriptions to your newsletter.
Revoke Substack's access to your Stripe account.
More information here: https://support.substack.com/hc/en-us/articles/360060408872-How-do-I-turn-off-paid-subscriptions-on-Substack
To allow everyone to read this discontinuation message, I will set the cancellation date on Friday, May 17th. And, ‘yes,’ I will keep writing in the meantime.
Everyone will be automatically compensated on a pro-rated basis according to their subscription. If you have any questions, please contact Substack, or if you need further assistance, contact me.
Welcome to the Archive
The True Insights archive will be accessible to every subscriber until September 1. This means that if your subscription is discontinued you keep access (free of charge) to all content posted on the platform until September 1.
A Privilege
Finally, I want to express that it has been an honor and a privilege to write for you, to provide insight into the markets, and to advise on managing your investments. I have personally interacted with many of you and will continue to follow your progress. I look forward to sharing content in the new setting and assisting in building a forward-looking investment portfolio.
If you have any questions about this message, your subscription, True Insights, or the Blokland Smart Multi-Asset Fund, please email me at jsblokland@true-insights.net.
Until we meet again!
Best regards,
Jeroen