About 21Nexus | Portfoliofragen

Why "Portfoliofragen"

Wealth managers and advisers have to form a judgement on the portfolio from individual pieces of information. A metric, a market observation or a widely held thesis rarely answers the practical question on its own. Between a statement about an investment and its relevance for the portfolio lie several analytical steps: which assumptions underlie the statement, under which conditions it holds, and what follows from it for the assessment of a position.

21Nexus | Portfoliofragen takes up such questions from portfolio work, tests the arguments and shows which conclusions they support and which they do not. The questions arise from working with portfolios, with a focus on digital assets. The same approach can be applied to other investment arguments.

What the articles offer for portfolio work

Each article addresses a single question. Taken together, they gradually build a basis for assessing investment arguments, questioning assumptions and substantiating decisions. The format offers reference points for readers’ own analyses, for testing investment arguments and for conversations with clients. It makes no recommendations and does not replace readers’ own analysis.

How the format works

Portfoliofragen combines a video with an in-depth article on the blog. The video introduces the question and presents the central argument. The article develops the argument and explains the underlying data, assumptions, conventions and limitations. Each can be understood on its own; together they approach the same question at different depths. Readers who want to follow the derivation or check the figures will find them in the article. The videos are published in German, the articles in German and English. Topics are covered in series whose articles build on one another.

Legal notice

This publication serves solely for general information and professional commentary. It constitutes neither investment advice nor an investment recommendation, financial analysis or an offer to buy or sell financial instruments. Individual investment objectives, financial circumstances or the risk tolerance of individual investors are not taken into account. Information on historical performance and metrics permits no conclusions about future developments. The data used originate from sources that we consider reliable; no guarantee is given for accuracy or completeness. The information reflects the position at the date of publication; there is no obligation to update. Publisher: 21Nexus Capital GmbH, Neuer Wall 54, Hamburg.