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Wednesday Reads

Wednesday Reads: Time to Invest in Bitcoin?

A round up of interesting or cool stuff I’ve read.


Image by MichaelWuensch from Pixabay

 

Bitcoin’s quiet ascent

In  much quieter fashion than the last time, Bitcoin is slowly approaching new highs. As of the end of October, it has risen 87% year-on-year and, at the time of writing, has reached a value of £13,245.45. Back in the Bitcoin hysteria of 2017, it reached a record high of £15,500. Now that everyone is starting to take notice, I wouldn’t be surprised to see it increase further in the next few months. Whether it stays there or drops again, who knows?

I have to admit to feeling a degree of FOMO. However, there are a few reasons why I remain hesitant to get involved.

For a start, Bitcoin still remains hugely volatile.

I’m not fully convinced about how secure one’s Bitcoin holdings might be. For example, I trust that no one is going to be able to steal the contents of my ISA. Furthermore, companies like Vanguard are covered by the Financial Services Compensation Scheme and are regulated by the Financial Conduct Authority. To my knowledge, the same cannot be said for Bitcoin.

There’s also the issue that, much like gold, Bitcoin doesn’t do anything. It’s value is entirely based on how much other people are willing to pay for it, and it doesn’t pay dividends or interest.

Finally, and perhaps most importantly, I know next to nothing about it. As Warren Buffet is attributed with saying, “never invest in a business you cannot understand.”

Not to say that I don’t think Bitcoin has a place in an investment portfolio. On the contrary, I do think it has its place, and I might dip my toe in in the future. Slow and steady does it though; the most I would be willing to allocate is 5% of my holdings, with 1-2% being more likely initially.

For now, however, I shall stick to my core strategy of investing in equities, and remain an interested observer!

 

Other interesting links that caught my eye this week:

Blogs

 

 

  • Tony from One Million Journey shares his thoughts and notes from the hugely successful book, Atomic Habits – Millionaire Mindset #5 – Build Good Habits. I haven’t gotten around to picking up the book yet despite all the great things I’ve heard about it, but Tony has written a nice primer on the topic.

 

  • An interesting article from Vanguard on the ways that a financial advisor might provide value to their clients.

 

  • Ben Carlson from A Wealth of Common Sense shows how even investing a mere $20 a month can lead to a decent sized nest egg after 30 years of compounding.

 

  • Finumus has seen the other side of FIRE… And is apparently bored already! Not many FI bloggers have actually reached an early retirement. It’s interesting to read the perspective of someone who has.

 

 

  • Indeedably had a far more interesting time at school than I did – Shadow Trade.

 

News

 

 

 

Other

 

  • I can’t be bothered with most bank switching offers these days, but I find myself sorely tempted by Virgin Money’s offer of 15 free bottles of wine.

 

  • u/reckless-saving is running a FIRE UK Survey 2020 and is hoping to get 200+ responses by the end of November. More details on the FIREUK subreddit.

 

  • Sign up to Trading212 via this link and we both receive a free share.

 

Thanks for reading. Hope you’re all having a good week.

6 replies on “Wednesday Reads: Time to Invest in Bitcoin?”

Interesting read as usual Doc. I am also sceptical about investing in Bitcoin for the exact same reasons as you.

However, I’ve recently found out about a Bitcoin ETF with the ticker BTCE, which is incorporated in Germany and available on Trading 212 for trading.

Unfortunately the expense ratio is a bit too high at 2%, but I wonder if that would be a relativity safer way of putting the toe in Bitcoin while operating from an FCA regulated platform without the need to use leverage (CFC account).

Thanks Tony.

A Bitcoin ETF is an interesting idea. I think it makes sense in principle, as there are so many different cryptocurrencies. Who knows which will still be around this time next year? 2% is a high charge for such a risky investment though. I imagine that, as more competitors enter the space, the costs will come down. Will be interesting to see!

I thought long and hard about Cryptocurrency investing, both in the native asset and ETF’s etc., and wrote a two-part commentary summarising those thoughts. I still can’t bring myself to do so, regardless of the price. Blockchain technology investments may be more the way to go, but the risk-reward balance still tilts too much towards the former for my liking.

Hi Mr Medfi. Thanks for reminding me of your comprehensive posts (parts one and two). I agree, cryptocurrencies may be the future, but there’s every chance that countries will introduce their own version. What happens to the incumbents at that point? Either way, too risky for me at the moment, but it is interesting to watch!

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