Why we have to navigate investing, business, and life with a compass rather than a GPS. David also provides an update on what he has learned from hosting live portfolio cohorts and letting AI analyze his portfolio trades over the past 12 years. Show Notes Almost Reckless by Amy Smilovic—Penguin Random House Episode Sponsors Square – Get up to $200 in hardware Delete Me – Use code David20 to get 20% off Related Episodes 555: Five Practices That Have Shaped My … [Read more...]
440 Plus: What Age to Rebalance, PIMCO Income Fund, Comparing Two Other Bond Funds, and Buying a Small Business
In Plus episode 440, we revisit when and why to rebalance a portfolio. We analyze the PIMCO Income Fund to see if the dividend is sustainable. We compare the Dodge & Cox Income Fund to the DoubleLine Core Bond Fund. Finally, we consider whether owning a small business can help individuals live like they are already retired. … [Read more...]
