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In addition to studying the charts and coming to your own conclusions, sometimes it helps to hear what other people are thinking and to read about specific concepts in detail. Here you can find my latest thoughts on portfolio theory, discuss ideas with other DIY investors, and browse a curated collection of books by respected authors. While I don’t claim to have all the answers, I’m happy to share what I’ve learned.

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Insights


The Striking Appeal of the Weird Portfolio

The Striking Appeal of the Weird Portfolio

December 16, 2021
Three Secret Ingredients of the Most Efficient Portfolios

Three Secret Ingredients of the Most Efficient Portfolios

November 24, 2021
Adversity Is the Pain You Don't See Coming

Adversity Is the Pain You Don’t See Coming

October 27, 2021
Find What You Need With Improved Portfolio Profiles

Find What You Need With Improved Portfolio Profiles

September 20, 2021
The Right Savings Rate Will Conquer Any Bear Market

The Right Savings Rate Will Conquer Any Bear Market

August 14, 2021
close up photo of water drop

Measure the Expense Ratio to Maximize Your Leaky Portfolio

July 29, 2021
Let's Get Social

Let’s Get Social

July 20, 2021
What Vanguard Gets Right (and Wrong) About the 4% Rule

What Vanguard Gets Right (and Wrong) About the 4% Rule

June 28, 2021
Open Your Eyes to the Power of Helpful History

Open Your Eyes to the Power of Helpful History

May 22, 2021
Find the Right Funds to Build a Great Portfolio

Find the Right Funds to Build a Great Portfolio

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Books


Educational reads about each portfolio philosophy

7Twelve Portfolio

All Seasons Portfolio

Classic 60-40

Coffeehouse Portfolio

Core Four Portfolio

Global Market Portfolio

Golden Butterfly

Ideal Index Portfolio

Ivy Portfolio

Larry Portfolio

Merriman Ultimate

No-Brainer Portfolio

Permanent Portfolio

Pinwheel Portfolio

Sandwich Portfolio

Swensen Portfolio

Three-Fund Portfolio

Total Stock Market

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