How to Get Financial Independence in Ten Years or Eleven Years

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There will be a price to pay for short-term sleep when you have a conservative portfolio. A money market fund is doing just great right now, but it's not going to outperform anything else in your portfolio over the time periods that you're talking about. Or if you want an even more diversification, you could add something like Manage Futures for maybe five percent of the portfolio. But I hesitate to tell you to do that right now because Gold's at an all-time high.

In this episode we answer emails from Bruce, Raymond and Alexi (a/k/a "Dude"). We discuss what we learned from last year about the performance of various assets in a severely rising interest environment, holding a conservative portfolio in accumulation to sleep better and one of the Dude's gambling experiments involving UDOW and TQQQ.

Links:

Updated UNC Paper re Bonds, Flights to Safety and Stock Market Volatility: SSRN-id1436124.pdf

Portfolio Charts Time to Financial Independence Calculator: FINANCIAL INDEPENDENCE – Portfolio Charts

Alexi's UDOW/TQQQ Analysis: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Long Term Analysis of Total Market vs. 50/50 Large Cap Growth/Value: Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)

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