#18: Weekly update on digital private equity
Another autumn episode. 🍂
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🔦 Promising assets
Again, I found a few interesting domains and a website to buy.
Domains with existing authority:
Buying domains with existing SEO authority can give you a head start. Why?
ThemeSaga.com (<$11,000, expires today): this site was used to sell Wordpress themes (see Wayback machine). Are you planning to sell Wordpress themes or website templates? This domain has a DR of 83, with 9m backlinks from >3.7k domains. Go for it!
Domains to build a brand on:
Those domains have no SEO authority yet but are great to start something new on.
SleepKing.com (<$2,500, expires 11/16): sleep is a tough SEO territory, but if you are eager to conquer it this domain could be great for you.
NaturalOil.com (<$1,500, expires 11/16): from CBD oils to vitamin oils. With an average CPC of $1.10 about 500 people search monthly for that exact term (US). And, buckle up, 752K search for CBD oil in the US alone. So this is your domain if you are about to hop on that trend.
GrantWriters.com (<$400, expires 11/17): Productized service anyone? Why not build a productized service for writing grants or build a small marketplace listing grant writers for hire?
Websites to buy
Airshare.com ($60,000+ on Flippa)
A marketplace for flight experiences in Australia. The websites earns a commission (10-25% per booking from each partner).
A marketplace, nice - the domain is good, SEO is ok for the stage of the business
Based on Wordpress, ok to start with, but might need to be replaced at one point
Severely impacted by COVID (at least for the foreseeable future)
🌱 How I would grow it:
Full-throttle on performance marketing
Expand beyond Australia
🗞 News & interesting finds
How to acquire your first small(er) company by Permanent Equity. Evergreen article, which is worth re-reading.
Why to never buy a website based on multiple alone podcast with Thomas Smale from FE International. Great listen!
You can buy the replay of MicroConf remote conference for $25. Inspiring insights from various founders and entrepeneurs.
📈 Financial markets
As I expect the financial markets to see quite some turmoil in 2021, I have spend some time with constructing my own All Weather Portfolio based on various ETFs (and essentially based on this logic, which goes back to Ray Dalio). My aim was to build a portfolio has an optimized risk/return balance to water potential market hiccups.
It’s meant to be an investment plan for the long run - where I ideally set up a monthly savings plan to invest into. Here is the result of my “basic” backtest:
This looks quite promising to me:
All Weather Portfolio - Return (p.a.) : 7,49%, Risk: 9,41%
Benchmark - MSCI World: Return (p.a.): 9,9%, Risk: 25,41%
My return is only slightly lower, but the risk by far better. Which confirms my initial hypothesis of building a portfolio that has a higher resilience for trouble.
Here are the ETFs and ratios I chose (for educational purposes only):
Total-world index fund (25% of portfolio), iShares Core MSCI World UCITS ETF USD
Emerging markets (10% of portfolio), iShares Core MSCI Emerging Markets IMI UCITS ETF
Bonds (50% of portfolio), Vanguard Global Aggregate Bond UCITS ETF EUR Hedged
Gold (7.5% of portfolio), iShares Physical Gold ETC
Utilities (7.5% of portfolio), iShares STOXX Europe 600 Utilities UCITS ETF (DE)
What are your thoughts?
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👋 My ask to you
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