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PART 15: How to Track Your Portfolio

PART 15: How to Track Your Portfolio

BySeanOctober 13, 2021

Today, we’re going to do something a bit different! More on that in just a second… Now that we’ve covered how to rebalance your portfolio, we also need to cover something that’s closely related: how to track your portfolio over time. Remember, the purpose of rebalancing is to ensure that…

Part 14: Rebalancing Act

Part 14: Rebalancing Act

BySeanSeptember 16, 2021

Now that we have your portfolio up and running, the rest comes down to three things: contributing consistently, maintaining your portfolio, and staying the course. We are going to focus here on maintaining your portfolio, which largely comes down to one thing: rebalancing. We have already touched briefly on rebalancing…

PART 13: Make Your Move

PART 13: Make Your Move

BySeanAugust 27, 2021

Well, this is it: the day has finally arrived! Today, we are going to take all of your planning from the previous steps, and put it into action. And we have come quite a long way! But if you’re anything like me, when I reached this stage, I was flat-out…

PART 12: Plan Out Your Portfolio

PART 12: Plan Out Your Portfolio

BySeanAugust 3, 2021

Let’s recap. If you’ve been following the FFWF Investing Guide so far, you now have the basic framework of your portfolio established: you’ve worked out your ideal mix of asset classes (your asset allocation), and have a list of the best index fund choices available for each of your investment…

PART 11: How to Research Funds Like a Pro

PART 11: How to Research Funds Like a Pro

BySeanJuly 11, 2021

Congratulations! In establishing your asset allocation, you have the cornerstone of your investment plan built, and the biggest decision you will make in portfolio planning behind you. Now that we have an allocation that is suitable for you—based on your time horizon and personal risk tolerance—the next step is to…

PART 10: War of the World Stocks

PART 10: War of the World Stocks

BySeanJune 21, 2021

Now that you have your overall allocation of stocks to bonds established (and if you don’t, please go back and see Part 9 on asset allocation), the next step is to determine how much of your stocks allocation will be given to international stocks. At first glance, this seems like…

PART 9: You Bet Your Asset Allocation

PART 9: You Bet Your Asset Allocation

BySeanJune 6, 2021

If I were to ask you to name the factors that could impact—or even upend—your investment plan, what would you say? Would you point to current events (natural disasters, wars, elections)? Inflation? Government legislation? Interest rates? If so, you wouldn’t be wrong. None of these answers are off-base—and all of…

PART 8: Mutual Funds vs ETFs

PART 8: Mutual Funds vs ETFs

BySeanMay 30, 2021

Ah, the age-old question. If there’s a bigger rivalry in the entire investing landscape, I don’t know of it. Here’s the deal. When we refer to index funds, it’s important to know that technically, this can mean one of two things: a mutual fund or an exchange-traded fund (ETF). Said…

PART 7: The Three-Fund Portfolio

PART 7: The Three-Fund Portfolio

BySeanMay 26, 2021

At its core, an index investing strategy is both very simple and very effective. One of the best index portfolio models that I have come across—and the one that I myself follow—is called the “three-fund portfolio.” The architect of this portfolio is investor, author, and chief Boglehead Taylor Larimore. (If…

PART 6: Why Choose Index Funds?

PART 6: Why Choose Index Funds?

BySeanMay 22, 2021

In Part 5 of the Fight Fire With FIRE Investing Guide, we briefly touched on one of the major benefits that index funds have over other types of investments: lower costs. This, however, is not the only one—not by a long shot. There are many others, and taken together, they…

PART 5: Investors Just Wanna Have Fund

PART 5: Investors Just Wanna Have Fund

BySeanMay 19, 2021

We left off in Part 4 with a question: With literally tens of thousands of options out there for individual stocks and bonds, how does anyone know which ones to pick for their portfolio? And doesn’t building a well-diversified portfolio of both stocks and bonds get very complicated, very quickly? (Okay, okay…that was…

PART 4: Stocks and Bonds

PART 4: Stocks and Bonds

BySeanMay 15, 2021

So, what exactly is index investing? What makes it better than other strategies for building a portfolio? And how exactly do you go about building a portfolio based on index funds? We are going to cover all of these questions—and more—over the scope of this guide, but it’s important to first have…

PART 3: Introduction to Index Investing

PART 3: Introduction to Index Investing

BySeanMay 11, 2021

Welcome to Part 3 of the Fight Fire With FIRE Investing Guide! If you’ve been following along so far, we’ve covered two important aspects that should be considered prior to investing: your emergency fund and your debt position. As promised, we are now going to look at a form of…

PART 2: Should You Invest While Holding Debt?

PART 2: Should You Invest While Holding Debt?

BySeanMay 8, 2021

Welcome to Part 2 of the Fight Fire With FIRE Investing Guide! In the previous section, we covered your emergency fund: what it is, why it’s important to have one prior to investing, how much it should be, and where to keep it. If you don’t have an emergency fund,…

PART 1: Do You Really Need an Emergency Fund Before Investing?

PART 1: Do You Really Need an Emergency Fund Before Investing?

BySeanMay 8, 2021

Welcome to the Fight Fire With FIRE Investing Guide! This is the first in a 16-part series that will cover everything you need to know to get started investing. But before we get into the nuts and bolts of investing, there is some important ground to cover first.  Much is made about how to invest—and…

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