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039: Fueling Financial Independence: Inside my Portfolio Investment Strategy

Tech Equity and Money Talk

NOTE

Balance Growth and Income for Portfolio Success

Maintaining a balanced portfolio requires a target allocation of half in income investments and half in growth investments. Aiming for a 7% annual growth rate allows the growth portion to double in size every decade, countering inflation effectively. Income investments should yield an average cash-on-cash return of 10%, generating significant annual income relative to the principal. It is essential to evaluate returns over multiple years, recognizing the expected fluctuations in performance while focusing on long-term trends and averages.

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