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?
The current disastrous period for every asset class except for commodities has made me wonder how a very conservative, very diverse portfolio would have performed over these past few months. Say hello to the RPC Stability portfolio, which I will now track going forward.
Wouldn’t it be great to be able to generate the link for backtests on Portfolio Charts and Portfolio Visualizer at the same time? Thanks to Mark’s original tool, and Karen’s improvements, now there is a way. Here is a short explainer on this shortcut tool...
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.