Small-cap value (SCV) stocks got a lot of publicity in the FI/FIRE community. Don't buy the hype! SCV's recent performance has been atrocious!| Early Retirement Now
Since I first published Part 7 of the SWR Series with the accompanying Google Sheet in early 2017, I’ve made several changes and enhancements. Sometimes without much explanation or documentation. So, it would be nice to do a quick update and itemize the changes since then. Whether this is the first time using the toolbox … Continue reading An Updated Google Sheet DIY Withdrawal Rate Toolbox (SWR Series Part 28)| Early Retirement Now
A recent paper claims that a portfolio with 100% stocks (50% domestic, 50% international) is optimal. I point out the flaws in that analysis.| Early Retirement Now
By finding global withdrawal rates for thousands of portfolios, we can learn far more about retirement asset allocations than even the longest study.| Portfolio Charts
By studying the flowing nature of withdrawal rates, one can predict safe future numbers that influence our retirement decisions today.| Portfolio Charts