2023-2024 Files
Presentation files collected for 2023-2024.
Presentation files collected for 2023-2024.
The Truth About Insurance: Buying Insurance Is Always a Loss. The More Insurance You Buy, the Poorer You Become! Do Not Buy Insurance: Casual Investment Talk, CLEC Investment Channel, Post Date: December 02, 2020
Presentation material: The Truth About Insurance: Buying Insurance Is Always a Loss. The More Insurance You Buy, the Poorer You Become! Do Not Buy Insurance: Casual Investment Talk, CLEC Investment Channel, Post Date: December 02, 2020
00049 Short: Questions from Taiwanese investors: Are 00662's internal expenses a problem? Tax issues with sub-brokerage and overseas brokers. CLEC Investment and Finance Channel, September 29, 2023
Presentation material: 00049 Short: Questions from Taiwanese investors: Are 00662's internal expenses a problem? Tax issues with sub-brokerage and overseas brokers. CLEC Investment and Finance Channel, September 29, 2023
November 27, 2023 Recalculation: The Very Different Fates of Buying and Renting After Thirty Years, Second Edition
Presentation material: November 27, 2023 Recalculation: The Very Different Fates of Buying and Renting After Thirty Years, Second Edition
00004 Special Topic: Systemic Risks You Must Know About Securities-Backed Lending! Know the Risks; Understand the Risks; Control the Risks!
Presentation material: 00004 Special Topic: Systemic Risks You Must Know About Securities-Backed Lending! Know the Risks; Understand the Risks; Control the Risks!
2x and 3x Leverage
Presentation material: 2x and 3x Leverage
Beta Calculation
Presentation material: Beta Calculation
Do Not Open an Account with an Overseas Broker; Do Not Use Sub-Brokerage
Presentation material: Do Not Open an Account with an Overseas Broker; Do Not Use Sub-Brokerage
Can I Contribute to a Traditional IRA After Maxing Out My 401(k)?
Presentation material: Can I Contribute to a Traditional IRA After Maxing Out My 401(k)?
If You Still Have to Ask About Asset Allocation for Stock Pledging, You Should Not Pledge or You Could Go Bankrupt!
Presentation material: If You Still Have to Ask About Asset Allocation for Stock Pledging, You Should Not Pledge or You Could Go Bankrupt!
My U.S. Brokerage Is Charles Schwab
Presentation material: My U.S. Brokerage Is Charles Schwab
Why We Recommend Investing in the Nasdaq-100 Index Fund Instead of the S&P 500
Presentation material: Why We Recommend Investing in the Nasdaq-100 Index Fund Instead of the S&P 500
Cash is like air: it may not generate profit, but it can keep you alive! Rev 1.1
Presentation material: Cash is like air: it may not generate profit, but it can keep you alive! Rev 1.1
Which account is more tax-efficient for cash in money market funds and leveraged funds?
Presentation material: Which account is more tax-efficient for cash in money market funds and leveraged funds?
Smart Rebalancing Method
Presentation material: Smart Rebalancing Method
Questions About Asset Allocation
Presentation material: Questions About Asset Allocation
There Must Be a Limit to Human Pessimism
Presentation material: There Must Be a Limit to Human Pessimism
Simple Investing Method: Buy a Home or Rent and Invest
Presentation material: Simple Investing Method: Buy a Home or Rent and Invest
Safe Asset Allocation for Retirees With No Income Who Use Pledged Stock Loans and Have Already Borrowed a Large Amount! rev. 2.0
Presentation material: Safe Asset Allocation for Retirees With No Income Who Use Pledged Stock Loans and Have Already Borrowed a Large Amount! rev. 2.0
Asset Allocation When You Have Pledged Stock, Whether Retired or Not, and Whether You Borrow for Expenses or Not
Presentation material: Asset Allocation When You Have Pledged Stock, Whether Retired or Not, and Whether You Borrow for Expenses or Not
Leveraged Funds, Cash, and QQQ/SPY Portfolios: Risk and Return monte_carlo_sim_cagr
Presentation material: Leveraged Funds, Cash, and QQQ/SPY Portfolios: Risk and Return monte_carlo_sim_cagr
United States and Taiwan: Retirement Asset Allocation for Living by Withdrawing From Assets, Without Pledging, Across Different Funding Levels!
Presentation material: United States and Taiwan: Retirement Asset Allocation for Living by Withdrawing From Assets, Without Pledging, Across Different Funding Levels!
Who Can Use Stock Pledging, Who Can Use Leveraged Funds, and Understanding Their Risks
Presentation material: Who Can Use Stock Pledging, Who Can Use Leveraged Funds, and Understanding Their Risks
Who Can Use Stock Pledging and Leveraged Funds: Understanding the Risks, rev 1.0
Presentation material: Who Can Use Stock Pledging and Leveraged Funds: Understanding the Risks, rev 1.0
Asset Allocation Article Information Summary
Presentation material: Asset Allocation Article Information Summary
If Your Funds Are Not Enough, You Have Not Started Pledging, You Have Not Watched the Videos Carefully, and You Have Not Studied the Excel File, Do Not Ask Pledging Questions!
Presentation material: If Your Funds Are Not Enough, You Have Not Started Pledging, You Have Not Watched the Videos Carefully, and You Have Not Studied the Excel File, Do Not Ask Pledging Questions!
Stock-Collateral Loan Questions: Reply rev 1.0
Presentation material: Stock-Collateral Loan Questions: Reply rev 1.0
Asset Allocation for People Still Some Time Away from Retirement rev1.0
Presentation material: Asset Allocation for People Still Some Time Away from Retirement rev1.0
Asset Allocation for People Still Some Time Away from Retirement rev2.0
Presentation material: Asset Allocation for People Still Some Time Away from Retirement rev2.0
00662 and QQQ Performance Question
Presentation material: 00662 and QQQ Performance Question
00450 December 27, 2023 How Much Do You Know About Wealth
00450 December 27, 2023 How Much Do You Know About Wealth
The Truth About Insurance: Buying Insurance Is Always a Loss. The More Insurance You Buy, the Poorer You Become! Do Not Buy Insurance: Casual Investment Talk, CLEC Investment Channel, Post Date: December 02, 2020
The Truth About Insurance: Buying Insurance Is Always a Loss. The More Insurance You Buy, the Poorer You Become! Do Not Buy Insurance: Casual Investment Talk, CLEC Investment Channel, Post Date: December 02, 2020
CLEC Investment & Wealth Database