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Posts in category: Investing

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Our First Birthday Update

August 11, 2022
by Joe Andelin HSAsInvestingTools

DLC’s core portfolio at its one-year birthday has returned 3.2% in excess of the market S&P 500 total return indexOne year through July 28, 2022, and a return of -3.3% compared to the S&P 500 Total Return of -6.5%.. First laps don’t tell much but ...

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The Savings Industrial Complex

March 11, 2022
by Joe Andelin HSAsInvestingThought Leadership

In 1961 President Dwight Eisenhower gave his famous farewell address, warning about the military-industrial complex and the proclivity of monied groups to wield their interests to promote war. There exists other industrial complexes, where excess is p ...

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goldilocks

The Goldilocks of Diversification

September 13, 2021
by Greg Greer DiversificationInvesting

When Goldilocks was roaming through the forest she was hungry and came across three bowls of porridge. The first one she tried was too hot. The second one she tried was too cold. The third one was just right. When we look at our investment portfol ...

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Recent Posts

  • In Praise of Sitting Still
  • Our First Birthday Update
  • The Savings Industrial Complex
  • Portfolio Rebalancing Pitfalls
  • The Goldilocks of Diversification

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