Starting off the new year with a few updates to clean up some loose ends. First off, new rebalancing rules - 20% relative threshold rebalancing now for all portfolios. Then, a look at my two asset changes last year: VPU supplementing VNQ and USMV taking some from PFF.
Again a few things from the cluttered desk - none deserving of a full post, so I’ll just smash them together: 1) Rectifying a mistake and revising some hot takes, 2) Big story for me: the strength of the dollar, 3) Managed Futures continue to roll along, 4) prepare, don’t predict.
Couple of things, none deserving of a full post, so I’ll just smash them together: 1) Changes to RPC Income portfolio, now with Utilities, 2) update on inflation and withdrawals, and 3) When Does the Leaderboard Change?
