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Managing Tech Millions cover image

016: Tech Employee’s W-2 Exit Blueprint: A Step-by-Step Guide to Financial Independence

Managing Tech Millions

NOTE

Be the CEO of Your Portfolio

Creating a portion of your investment portfolio that generates regular income is essential for financial stability. The traditional 60-40 portfolio strategy, which aimed for balanced returns before the 2008 financial crisis, has shifted towards a focus on growth stocks under the 4% rule. This shift emphasizes the need for careful management and planning, where the concept of an 'evergreen portfolio' emerges. An evergreen portfolio requires an active approach, highlighting the importance of taking on a CEO mindset. Managing investments with the diligence of a CEO ensures a strategic oversight similar to that of a CFO, leading to better financial outcomes.

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