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2017-02-13

  • AlbertaSunwapta commented on Rupert Hargreaves's article 02-13 20:52
    Rebuilding My Portfolio From the Ground Up
    Most investors reading this will have at least some skin in the game, but what if you were to start investing for the first time tomorrow? This is...
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    AlbertaSunwapta 02-13 20:52
    • I agree with the 50% of the invested portfolio being indexed. And as I've posted before, I would equally proportion every contribution and withdrawal to the index and the non-indexed. Then carefully withdraw any taxes owing according to the source of the liability. The whole point being an easy benchmarking of one's performance to a major benchmark(s). Within say 10 years (maybe age 25 or 30) you'd know whether you are wasteing your time and effort picking stocks or are outperforming.  

      If if you are outperforming, I'd still keep the same process. Over a few more years decent outperformance on the self-selected poll would trounce the indexed portion. Over a few more years the indexed assets would be insignificant, but always there as a tracking tool and insurance of sorts.
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