Episode 298: Coffee Is For Closers, Musings About Golden Ratio Portfolios And Buy-Write Funds, And Portfolio Reviews As Of October 13, 2023

In this episode we answer questions from Jeff, Geordi and Eames. We discuss wrangling with a Fidelity advisors and assorted salespeople, the difference between naïve or static portfolio construction versus using crystal balls for that purpose, a modified Golden Ratio-style portfolio, the pitfalls of buy-write funds like JEPI and BALI and a small issue with the website. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Ri...