Episode Details

Episode 295: Meta-Ideas About Portfolios, Withdrawal Strategies, Worthy Stuff To Do, And International Taxation And Fad ETFs

Season 4 Episode 295 Published 2 years, 3 months ago

In this jam-packed episode we answer questions from Luke, Ethan, and Garry. We discuss a modified Golden Butterfly portfolio, some meta-withdrawal strategy ideas and concepts, a process for deciding what to do with oneself, small-cap vs. small-cap value investments, some esoteric international tax issues and the new QQQY gambling problem fund. And throw in some Tom Waits to boot.

Links:

Portfolio Charts Portfolio Matrix Tool: PORTFOLIO MATRIX – Portfolio Charts

Five Regrets of the Dying: The Top Five Regrets of the Dying - Wikipedia

Stephen Kotler "Flow" Video -- Short Version: How to enter ‘flow state’ on command | Steven Kotler for Big Think - YouTube

Ethan's International Tax Article: Nonresident alien investors and Ireland domiciled ETFs - Bogleheads

QQQY Summary Prospectus: Microsoft Word - qqqy_497k-091523.docx (defianceetfs.com)