Everything below started with one image: Portfolio Charts posted this global allocation and it stopped me in my tracks. The allocation is just a thing of beauty. That one graphic is the reason this post Read more
I’m not sure how useful this post will be for a big chunk of you. I’ve been doing some research for a project, how much it costs to rebalance an ETF portfolio if you’re an Read more
Most people who reach out to me have read my stuff. In our calls, we usually end up clarifying a concept, or talking about how some idea applies to their specific situation. Normal, healthy conversations. Read more
Someone recently asked me why I don’t just launch the TILS ETF, based on the Model Portfolio, innit? There are plenty of white-label providers out there. Okay, maybe not plenty. But there are enough of Read more
I finally got around to properly playing with testfol.io’s Monte Carlo engine. With the Pro version, I was able to stretch the analysis out to a 40-year horizon and run 5,000 simulations. The underlying dataset Read more
In April 2022, I introduced on this blog The Italian Leather Sofa Model Portfolio. As a reminder, here is the portfolio composition: The idea behind the portfolio is stolen from here. The link offers the best Read more
Last week, two different writers landed on the same idea in the same week, without either knowing the other existed: a paper and, in Italian, a blog post, both asking what actually makes retirement satisfying. Read more
I came across a post on r/LETFs about building a “super cash” position, something safely juiced to beat inflation. It got me thinking about a question I hear more than almost any other: Beat inflation. Read more
Jason Buck did an incredible episode on the Infinite Loops podcast. On the back of it, Roger Nusbaum took the opportunity to recreate the Cockroach Portfolio this way: Look at the backtest. No, really, look Read more