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

Season 4 Episode 295

In this jam-packed episode we answer questions from Luke, Ethan, and Garry.  We discuss a modified Golden Butterfly portfolio, some meta-withdrawal s…

2 years, 5 months ago

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Episode 294: An Exquisite Dissection Of The "Four Percent Rule" And Portfolio Reviews As Of September 29, 2023

Season 4 Episode 294

In this episode we answer an email from Jeffrey about the "4% Rule".  We discuss its origins, its three parameters (portfolio construction, time fram…

2 years, 5 months ago

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Episode 293: Property & Casualty Investing, RPC, Brokerage Thoughts and Assorted Advanced Portfolio Constructions

Season 4 Episode 293

In this episode we answer emails from Brown, Justin, MyContactInfo and an Anonymous Trending Value Investor.  We discuss investing in baskets of prop…

2 years, 6 months ago

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Episode 292: TIPS, Dogs And Data, And Portfolio Reviews As Of September 22, 2023

Season 4 Episode 292

In this episode we answer emails from Owen, Jeff and Will.  We discuss the commonly believed misinformation about TIPS, the ins and outs of quality d…

2 years, 6 months ago

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Episode 291: A Simple Portfolio, A Really Complicated Portfolio And House Hacking Went To Bar

Season 4 Episode 291

In this episode we answer emails from Graham, Hydromod and Katie.  We discuss a couple new funds from Avantis, AVGE and AVGV, and creating a portfoli…

2 years, 6 months ago

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Episode 290: Getting Saucy With Justin Of Risk Parity Chronicles, Modern Portfolio Theory And Portfolio Reviews As Of September 15, 2023

Season 4 Episode 290

In this episode we answer emails from Justin of Risk Parity Chronicles and Chris.  We discuss Justin's new blogpost and a new fund that mixes stocks …

2 years, 6 months ago

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Episode 289: More Lido Shuffling and Monte Carlo Mania, Personal Finance Guru Battles, and Bonds vs. Bond Funds

Season 4 Episode 289

In this episode we respond to emails from Matt, MyContactInfo, Alexi (a/k/a "Dude") and Sharon.  We follow up on Matt's email from Episode 286, talk …

2 years, 6 months ago

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Episode 288: Truckin' With Kevin In The Easy Chair And Portfolio Reviews As Of September 8, 2023

Season 4 Episode 288

In this episode we answer a loooooong email from Kevin.   We discuss how to use backtesting and Monte Carlo simulations and how they related to safe …

2 years, 6 months ago

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Episode 287: The Big Mo, Emerging Market GDP Follies, And Flying On A Golden Butterfly

Season 4 Episode 287

In this episode we answer emails from Chas, MyContactInfo and JDM.  We discuss momentum-based funds and strategies (see also Episodes 218, 231 and 23…

2 years, 6 months ago

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Episode 286: A 457 Plan, A Leveraged Portfolio And Lido Advisors Walked Into Our Dive Bar

Season 4 Episode 286

In this episode we answer emails from Kyle, Blake and Matt.  We discuss investing in a 457 plan with a self-directed option, Blake's gambling problem…

2 years, 6 months ago

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