In this episode, we answer emails from Adam, Amit, Jeffrey and Kevin.  We discuss  alternative theoretical withdrawal strategies and tools to model them, practical considerations for withdrawals, milkshakes, the differences between the sample portfolios and their withdrawal percentages, Torqemada, modeling leveraged accumulation portfolios, the ups and downs of growth funds and value funds, and Kevin's desires for More Cowbell.

Links:

Monte Carlo simulation with a life expectancy withdrawal strategy:  Monte Carlo Simulation (portfoliovisualizer.com)

Portfolio Charts Retirement Spending Calculator:  RETIREMENT SPENDING – Portfolio Charts

YouTube Tutorial For Retirement Spending Calculator:  Tutorial #1: Portfolio Charts Retirement Spending Calculator - YouTube

Ben Felix Video On Using Leverage:  Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube

Portfolio Visualizer Simulated Accumulation In Three Portfolios:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Sample M1 Leveraged Portfolio (and others):  M1 Pies: Manage and Optimize Your Portfolio Like a Pro (choosefi.com)

Support the show