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Building Wealth through Equity takes Concentration.
“Between 2001 and 2014, Nick Sleep’s Nomad Investment Partnership returned 921%, against 117% for the MSCI World Index. That is roughly ten times investor’s money, or about 20% a year. He rarely held more than ten positions, and at times his top three made up more than half the portfolio. In his letters to partners he wrote that……. read
100 Minus Age Rule for Equity: Should Your Equity Allocation Really Be a Birthday Calculation?If you’re 30, the 100-minus-age rule tells you to hold 70% of your portfolio in equity. If you’re 55, it tells you to hold 45%. Simple, memorable, widely repeated. It’s also the wrong tool for the job. The usual criticism is that the rule is too conservative, that with modern life expectancy you should be. …… read
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