Episode 334: Comparative Analyses At PV, Comparative Safe Withdrawal Rates, Foolish Consistencies, And Fee Spats In ETF World

Apr 18, 2024

26:51

In this episode we answer emails from Kyle, Andrew, Sameer and James. We discuss some portfolio comparisons of levered 60/40 portfolios, interpreting and comparing safe withdrawal rates from various calculators and their practical application in consideration of variable expenses and needs (our 3-1-1 flexible withdrawal plan), the foolish consistencies of DIYer and financial planners who seem to enjoy discouraging retirement spending, and recent articles about Fidelity's spat with some ETF providers.

Links:

Kyle's Portfolio #1: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Kyle's Portfolios #1 and #2: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Kyle's Portfolios #1, #2 and #3: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Golden Butterfly Portfolio -- SWR And Other Characteristics: Golden Butterfly Portfolio – Portfolio Charts

Larry Swedroe Interview About New Book and Factor Investing: ‘Buffett really was not a great stock picker’: Financial researcher Larry Swedroe on how investors can emulate the billionaire investor – NBC Connecticut

Article #1 re Fidelity and Fees: Fidelity Puts Nine ETF Firms on Notice That New Fees Are Looming - Bloomberg (archive.fo)

Article #2 re Fidelity and Fees: Fidelity Adds Surcharge to ETF Platform | etf.com