5 Comments
founding
Sep 4Liked by Jack Roshi

I'm tossing 100k in each during the next severe market downturn. Not touching for 30 yrs. About to test the "Keep it simple, Stupid" methodology in the investing world.

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😎 Gotta love your avatar.

Good luck!

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founding

Love the simplicity of the The Super Lazy Portfolio. The effort required to maintain this portfolio justifies the name, but the returns are not at all "lazy."

Sorry if I didn't catch the info, but how often should one rebalance to 50% each ETF in the portfolio?

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The answer to that is actually very complex and I want to dedicate a separate article to rebalancing and when and how to buy the ETFs as soon as possible. Thank you for the question, PK!

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Sep 5Β·edited Sep 5Author

1 note - the graphs and all the numbers presented in this article - it's a lump sum put 50-50 into the portfolio and the same sum put into SPY. No rebalancing or adding capital is factored into this here! Faithful to the name - a LAZY portfolio.

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