Managing portfolios in your working years or in retirement is best done systematically. Here are my five easy to follow rules for withdrawing monthly living expenses from the test portfolios.
Like the Levered Butterfly portfolio, the task here was to tweak a classic portfolio to see how added leverage impacts performance. The result: a very different portfolio than its namesake, with high expected returns and high volatility.
This is the second original portfolio among the ten - an aggressive variation of the RPC Income. It uses leverage to create space for some highly speculative assets, including digital currency. For all that, though, its risk profile is still more conservative than the 100% equities portfolio.
The third benchmark portfolio, tracked mainly to contrast it with other aggressive portfolios: the Levered Butterfly and the RPC Growth portfolio. It represents the highest volatility that the average investor is comfortable with and is usually only the strategy of those far from retirement.
