Tag: Asset Allocation

Invest Effectively

Terrific 2025 Returns

Frequent contributor, Klaus Wentzel, mentioned that his dividend-driven portfolio was roughly +8.5% in 2025, after netting out the year’s living expenses. I’m watching the Sugar Bowl right now, so I thought I would add up how our portfolio ended the year. For benchmark’s sake, the S&P 500 was +16.6% (x-dividends) and the bond market (VBMFX) was +3.0%. We finished the year with a pleasing +14.3% … Continue reading Terrific 2025 Returns

Unknown's avatarMrFireStation12 Comments
Know Your Number

Financial Tracking, Asset Allocation & Withdrawal Rate(s)

This is the post that I haven’t had much interest in writing, but one that quite a few people have asked about.  If you look at early retirement forums and financial planning sites, everyone seems to love to talk about portfolio tracking, asset allocation, and withdrawal rates.  More than anything, people are concerned about running out of money in retirement and so they are searching … Continue reading Financial Tracking, Asset Allocation & Withdrawal Rate(s)

Unknown's avatarMrFireStation18 Comments