Episode Details
Back to EpisodesEpisode 225: Rebalancing Basics, Cowbell in the U.K. And Poking At The New Deathstar
Description
In this episode we answer emails from Charlie, Jimi and Freya. We provide explanations of the concepts of rebalancing and reallocation, talk about a listener's favorite sound clip and about creating a simple starter portfolio for a very small U.K. investor. And we take a poke at the new Morningstar report on retirement forecasting and projected safe withdrawal rates, and the vast changes they made from last year.
Links:
New Morningstar Report: 2022 Retirement Withdrawal Strategies Report | Morningstar
Michael Kitces Optimal Rebalancing Article: Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)
Ernest P. Worrell: Ernest P. Worrell - Wikipedia
Jim Varney: Jim Varney - Wikipedia
"Hey Vern It's Earnest" Clip: Hey Vern It's Ernest.m4v - YouTube
Paul Merriman "Sound Investing" Podcast on Portfolio for Grandchild: How to Create a Financial Legacy for a Child - Sound Investing | Podcast on Spotify
Portfolio Charts "My Portfolio" Analyzer: MY PORTFOLIO – Portfolio Charts
ISVL Fund Page: iShares International Developed Small Cap Value Factor ETF | ISVL