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Is this Rick's portfolio or did I miss anything? Vanguard Total Stock Market Index Fund - Symbol: VTSAX Vanguard Total International Stock Index Fund - Symbol: VTIAX Vanguard Real Estate Index Fund - Symbol: VGSLX Vanguard Small-Cap Value Index Fund - Symbol: VISVX

Doesn't the 4% rule also say that you add a cost of living to that amount each and every year? BTW, excellent channel! I just found you from posts about your interview with Rick Ferri, as mentioned on boggleheads forum.

Rick, NVIDIA - pronounced ‘Envidia’ not ‘navidia

Your guest sounds great, but you sound like you're 2X'd.

Excess Returns in collaboration with Bud Light presents Real Men of Genius. Today we salute you, Matt, Mr. Wedding Band Guitar Player… 🎶

The Brian McKnight theory of withdrawal rates! I'm dead!! 💀😂

There seems to be a similarity between making assumptions on DCF calculations and the projections of the portfolio with a 4 percent withdrawal rate. A retired person making an investing decision could treat the 4 percent as if there was an added 4 percent management fee on his security something like what is paid on traditional mutual funds. Someone that is in a trad. mutual fund paying 4 percent management fee already suddenly finds himself with a 8 percent drag.

Bob knows how to make bank. What a smart dude

You said you are wishing you were always more long term and yet you have no use for DCF MODELS, really ?

In reviewing portfolios that are expressly used to produce a consistent rate of income, rather than relying on an asset class that has, over history, fluctuated greatly ( Treasuries ) - being in a range of low single digit rates for many years (the 1950s and 60s), then rising into the "high teens" (1970s & 80s ) and falling back down to low single digits (the 2010s/2020) - it may be less "unnerving" to explore the use of "alternate" asset classes for this purpose. Testing shows there exist asset classes that have produced a long track record of both portfolio growth and the ability to sustain varying levels of income withdrawal ( 4 - 7%) through a total return process / simple "conditions based" withdrawal strategy. These highly regarded assets have represented the "gold standard" of investments, and it would be assumed that going forward, they should be able to "do the job" of producing a durable, inflation adjusted income steam in retirement, with a low probability of portfolio failure. tinyurl.com/2th9m4r6

That’s right Matt! Don’t touch principal, only spend profits, dividends and interest. Spend other people’s money, not your money. Have your money take money for you.

I can’t imagine a time where I’ll stop trading. This is the easiest non-job I’ve ever had in my life. I press the screen of my phone and bucket loads of money pour into my account. I’m not stopping until I’ve got it all, and I’m doing good for people with it. This trading stuff is too easy. No Pain, All Gain! #MMT

There's a lot of rambling going on here.

I really love the deep content this channel provides.

value and prof. will shine

Factor investing is the smart way to go. This video confirmed my investing thesis. TY!

Excellent information

Thank you for this great interview. Very important to review regularly these concepts (Simplicity, Diversification, Low Cost and Rebalancing) in order to reinforce ourself against the huge noise generated by the “fees industry”.

Every year someone comes along, writes a book, telling people to buy index funds, and it sells like hot cakes. Really? What am I missing. This was a total waste of time and replicates, exactly, Jack Bogle's advice and that of hundreds of other "me too" experts.

Very good video. TY.

Common sense is more rare than you think. It's time to replace legacy thinking with forward thinking and the ability to think outside the box. To do so, one must first understand for themselves that fiat systems are failures that always lead to corruption, manipulation, and deceit. Embrace a future where value is transparent, decentralized, and beyond the reach of those who seek to exploit it. Let's move beyond the broken models of the past and build a more equitable and resilient financial system.

I enjoy Rick, and the Boglehead's You Tube content, TREMENDOUSLY..the only minor "gripe" that I have about it, is that it seems rather clumsily configured. Sort of "ad-hoc". But, then again..maybe I just need to become smarter than the channel! But, the content is PURE GOLD.

Liked it (thumbs up!) even though he took a jab at my Schwab Intelligent Portfolio. For my Roth IRA nothing about Schwab Intelligent Portfolio is complex - sure they hold 20 ETFs, but no taxable events in a Roth, they rebalance it for me, and even have a payout feature. And it's cheap too (15bps all in.) I kid you not, my main reason for buying this was for its overall "simplicity." No question, simpler than having to manually rebalance a "3 Fund Portfolio" then someday manually having to set up a retirement payment schedule. Anyway, I consider myself a Boglehead, but for whatever reason, they're a little slow to warm up to Roboadvisors, or most other new technologies. I hope they don't get stuck in time and gradually fade away into irrelevance with newer generations!

Thanks guys. I’d be interested if you posted a link to the Prado Lopez and Chen (did I get that right?) study that found economic story didn’t matter. Haven’t seen or don’t recall seeing that one.

Validia runs investment models based on the super-investors. Have you considered taking the top recommendation from each model in a blend model, keeping track of which model the recommendation came from removing it when the rules of the model it came from would remove the pick, replacing it from the top pick from the model to see if the blend does better than the individual models ?

suggest Mr. Ferri listen to Mike Green's thoughts on passive investing.

Thank you for watching this episode. If you enjoyed it, you might also enjoy our previous interview with Rick where he explained how he manages his personal portfolio. You can find it here. ruclips.net/video/bjGaIw8n7Do/видео.html

Solid interview. Thanks.

You need a 50 ETF portfolio if you run a very leveraged portfolio. The more leveraged you get, the more diversified you need to be, especially under a Portfolio Margin account and/or SPAN margin account.

I use MC to pick my target spending rate. Each year I will re run it and see if I need to make adjustments to my 'max spending plan'. Remember that a MC is a forward look using historical data. You have to know, the past may not represent the future in any way. But its the best we can do.

This dude loves participating in drag queen runway walks in his rainbow bear suit - June is his favorite month

Hedge funds and big money are clearly offloading/trimming nvda yet the stock doesn’t budge due to this gamma pin. Does the market maker for this stock just decide to collect all that sell pressure and sell it at another date how they see fit? Essentially who is left to sell if smart money has already offloaded a majority of stock into this well known pin. Thanks

Best watch each month

Thanks!

Great content as always!

I manage my own portfolio, but you fellers are always very, very interesting and give me lots of food for thought! Thanks for the insights.

its interesting this team thinks a person tweeting effects a stock given retail doesn't really effect the market.

You guys have some major limiting beliefs.

26:44 Economic Reasoning, ie, Drunk Uncle Hypothesis, for Trading: When Government Withdrawals (Spending) are Greater than Government Deposits (Taxes/Fees etc), then Indices Increase in Price. #AppliedMMT

Comparing trading results to mutual fund returns is absurd, given that the average fund manager is useless.

Price to Book ratio is a different and favorite one to dislike because it doesn't make sense in 2020s. This is an old obsolete metric, it's like using tank range to compare a diesel car with an electric one.

I had to stop watching this video because the pretentious guy would just not shut up about his nonsense bottleneck theory.

Being long relationships isn't the same as being short loneliness, damn that's a good one!

38:32 Great insight, but t echnically, Enron example is not leverage. It’s called concentrated risk and highly correlated. But we know what you mean.

You definitely deserve higher views

This guy is shill not going to watch

This is sport talk radio for finance 😂 this is silly. Just follow Applied MMT. They know what’s going on and I’m taking tons of money from market because of MMT

The Fed Funds Rate is the inflation rate. There is no “soft landing”. The rate of inflation flies at whatever rate the Fed sets. This is so easy to understand, and make sense of all the rest. You’ve got to understand this fact.

CPI is NOT inflation. You’ve got to understand this fact.

I know nothing about trading /investment, and l'm keen on getting started. What are some strategies to get started with?