INCOME DRAWDOWNINCOME-HARVESTINGPORFOLIO REBALANCING Income Harvesting – Alternatives to Periodic Portfolio Rebalancing to Increase Retirement Income Whilst periodic portfolio rebalancing with fixed equity and bond ratios is accepted custom there…MaxMay 13, 2021
GOLDINCOME DRAWDOWNSAFE WITHDRAWAL RATE Even a Nugget of Gold Can Dramatically Improve Your Pension Safe Withdrawal Rate (SWR) Even a 5% gold holding in a pension drawdown portfolio can reduce its volatility more…MaxApril 13, 2021
INCOME DRAWDOWNTHE 4% RULE UK 4% Rule Revisited In preparation for two future posts, I´ve been taking a look at variable withdrawal rates…MaxMarch 20, 2021
INCOME DRAWDOWNTHE 4% RULE The 4% Drawdown Rule – Will it Work for You? There can be few potential or actual retirees who are not aware of Bengen´s…MaxFebruary 25, 2021
INCOME DRAWDOWNINCOME PORTFOLIOSINVESTMENT TRUSTSVANGUARD LIFESTRATEGY Pension Income – Investment Trust Income or Vanguard LifeStrategy Drawdown? I´ve just completed my annual review of the Investment Trust Income portfolio and was…MaxFebruary 18, 2021
RETIRING ON DIVIDENDS Retiring on Dividends – Crazy Idea? 6 Reasons For and Against The strategy of retiring on dividends is, for many, an attractive proposition - live…MaxNovember 12, 2020
INCOME DRAWDOWNRETIREMENT STRATEGIES Drawdown Strategies – Part 3 Pension Drawdown Pension Drawdown - Starting drawdown poses some of the most difficult decisions a…MaxOctober 17, 2020
DRAWDOWN SIMULATIONINCOME DRAWDOWNMONTE CARLO SIMULATIONTOOLS Choosing a Drawdown Simulation Tool The use of a drawdown simulation tool is essential to be able to have a…MaxOctober 17, 2020
The Max Ricardo Retirement Drawdown Portfolio MSCI World 40% Global Small Cap 20% Long Term Gilt 40%MaxSeptember 28, 2020
LOCKDOWNSAN MIGUEL DE ALLENDE Locked Down in Mexico I was motivated to write this post from lockdown in Mexico after being shocked by…MaxSeptember 22, 2020