Monthly Archive: November 2023

November 1, 2023

by Mike Rawson · Published November 1, 2023 · Last modified November 14, 2023

The Free Lunch

Today’s post looks at a white paper from Salient Capital on diversification.

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FIRE & Frugal

Savings Rate – the four pot solution
R2R

Retirement Strategies 2 – SIPP Run-Off and the LTA
Active investing

Starting an Investment Club
Mike's portfolio / R2R

Pension Drawdown – UFPLS (uncrystallised funds pension lump sum)
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Plain English Global Multi-Asset Fund
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Stan Weinstein’s Stage System 1 – Charts and Buying
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LTA Revisited
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Portfolio Tracking Spreadsheet, part 2
Mike's portfolio

Annual Portfolio Review 2019
Passive

Lazy Portfolios 3 – One Fund from Vanguard

Trend Equity - NewFound Primer - 7 Circles says:

[…] Meb’s VAMO Hedge strategy, and […]
Dual Momentum Systems - 7 Circles says:

[…] We’ve come across Dual Momentum before when we looked at...
Cut Your Losses - Elm Wealth - 7 Circles says:

[…] That’s it for today – always remember to Cut Your...
John Doe says:

Larry hasn't traded since 2018. These days he sells 'trading signals'...
Sean says:

Can I get added to your FIRE blog, I want to...
Eddie says:

These are great questions for anyone looking to manage their own...
Ray says:

Sorry, his strategy is terrible. It only avoided ONE drawdown in...
Mike Rawson says:

That question might be better aimed at Tom himself.
Mike Rawson says:

Not sure I understand your comment.
Mike Rawson says:

I think Big ERN's work on SWRs is the most important.

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Good judgement comes from experience, and experience comes from bad judgement.

— Barry le Platner