Taxes can significantly impact your financial performance. Delaying taxes or strategically offsetting them with capital losses can greatly enhance your investment returns.
Build a consolidated view of all your assets (multi-currency and multi-location) in a single FIRE wealth management tool for FREE, and estimate your monthly Safe Withdrawal amounts based on CAPE ratio.
Although our asset mix, portfolio value and CAPE ratio evolved over time, Big ERN’s Safe Withdrawal Rate formula helped us navigate through the past turbulent 3 years, and strategize our distribution strategy. Portfolio valuation needs to be examined with the CAPE ratio to be meaningful.
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Invest regularly into Stock ETF, then add Bond ETF to your portfolio when you are 5-10 years away from your retirement. Thank