Practical approach to sustainable wealth
In my last blog post I introduced the AppliedValue (AV) portfolio, which was constructed using the tools available at portfoliocharts.com. Preliminary analysis of AV portfolio pointed to the importance of Gold as an asset in the portfolio and its effect on damping the portfolio volatality without impacting the average annual returns. I was curious whether […]
Back in December of 2017, I outlined specifics of my retirement portfolio (RP) (see here). I talked about asset distribution in my active 401K plan and my Rollover IRA plan. For my 401K plan, I chose a simple portfolio strategy based on the concept of Permanent Portfolio, whereas for my Rollover IRA plan, I chose […]
This is the final article in my series on Retirement Portfolio’s. In this article I will discuss my retirement portfolio, which is spread across 3 different brokerage firms. The goal for this article is to outline the various ETF and mutual-fund investment vehicles present in my retirement portfolio. In forthcoming articles, I will delve deeper […]
In this 3 part series, I will present my thoughts on the topic Retirement Portfolio. The series will cover the following topics: In the first part, I will explore in some details what Warren Buffet has to say on the topic of retirement portfolio. The second part of the series will explore strategies for portfolio […]
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