Exploration of a new portfolio strategy O.P.T.R.A. involving unique funds and modeling tools, focusing on monthly withdrawals, distribution rate adjustments, and experimentation with rebalancing techniques in response to macroeconomic shifts.
In this episode we introduce a new sample experimental portfolio, the O.P.T.R.A., which is now also featured on the Portfolios Page at the website. It is a mixture of the latest and greatest ideas in portfolio construction.