Category: Smart Beta

March 12, 2020

by Mike Rawson · Published March 12, 2020

Factor Portfolio Review, March 2020

Today’s post is the first review of a factor portfolio (smart beta portfolio) that we put together a year ago.

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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
RoboAdvice / Own The World / Assets

Plain English Global Multi-Asset Fund
Mike's portfolio / R2R

Pension Drawdown – UFPLS (uncrystallised funds pension lump sum)
Weinstein

Stan Weinstein’s Stage System 1 – Charts and Buying
Mike's portfolio

Annual Portfolio Review 2019
Taxes / Pensions

LTA Revisited
Tools

Portfolio Tracking Spreadsheet, part 2
Passive

Lazy Portfolios 3 – One Fund from Vanguard

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.
Mike Rawson says:

It's better than nothing I guess. Helios Underwriting looks interesting.
GH says:

What are your thoughts on investing in publicly traded companies such...
Edward says:

Bill Bengen, the investor of the 4% rule, has revisited his...

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The price of anything is the amount of life you exchange for it.

— Henry David Thoreau