00049
Why Non-U.S. Investors Should Consider UCITS ETFs for the Nasdaq-100
Topics
Why Non-U.S. Investors Should Consider UCITS ETFs for the Nasdaq-100
The video discusses U.S. estate-tax considerations for non-U.S. investors holding U.S.-domiciled ETFs, introduces the UCITS structure, compares EQQQ and CNDX, and walks through an international-broker example.
9:36
00047
How to Use the Asset-Allocation Backtesting Software
Topics
How to Use the Asset-Allocation Backtesting Software
A practical walkthrough of the updated asset allocation backtesting tool, covering portfolio creation and duplication, rebalancing comparisons, result exports, cash-flow views, and household balance sheets.
28:56
00048
Retirement Withdrawals and QQQ Beyond Tech Stocks: Selling a Home and Going All In on QQQ vs. the Belief That Property Creates Wealth (English Audio)
Topics
Retirement Withdrawals and QQQ Beyond Tech Stocks: Selling a Home and Going All In on QQQ vs. the Belief That Property Creates Wealth (English Audio)
The video asks whether QQQ should be viewed as a concentrated technology holding, then presents the speaker's views on long-term investing, a 2.5% retirement withdrawal threshold, and property versus liquid investments.
7:23
00046
Updated Asset-Allocation and Securities-Backed Borrowing Software: A 2000–2025 Backtest
Topics
Updated Asset-Allocation and Securities-Backed Borrowing Software: A 2000–2025 Backtest
This video compares six Taiwan and U.S. 433 and unpledged 80/20 backtests, then shows how rebalancing, loan rates, LTV, collateral assumptions, and spending affect pass/fail results and ending assets.
10:04
00044
Asset Allocation and Securities-Backed Borrowing: A 2000–2025 Backtest
Topics
Asset Allocation and Securities-Backed Borrowing: A 2000–2025 Backtest
The video demonstrates a spreadsheet-based asset-allocation backtest, varying contributions, rebalancing, and securities-backed borrowing to compare liquidation risk and net assets in Taiwan and U.S. 433 scenarios.
26:58
00045
Roth vs. Traditional Retirement Accounts: Tax Benefits
Topics
Roth vs. Traditional Retirement Accounts: Tax Benefits
The video compares when taxes are paid on Roth and traditional retirement accounts, using a long-term hypothetical to distinguish headline balances from after-tax retirement assets.
6:38
00043
Long-Term Investing and Retirement Asset Allocation
Topics
Long-Term Investing and Retirement Asset Allocation
The video discusses inflation and purchasing power, contrasts saving with investing, and presents the speaker's views on stocks, the U.S. market, QQQ, patience, and retirement targets.
9:28
00042
Nasdaq at Another High: Should You Be Afraid? An Investing Lifeline
Topics
Nasdaq at Another High: Should You Be Afraid? An Investing Lifeline
Through letters about retirement anxiety, the video uses an ocean, wilderness, and starlight to explain how people can evaluate information, develop understanding, and guide others without giving trading answers.
8:03
00041
Sell and Rent to Separate Passion from Income: Survival Rules for Cash, Debt, and QQQ
Topics
Sell and Rent to Separate Passion from Income: Survival Rules for Cash, Debt, and QQQ
The video uses a ten-year bear-market stress test to examine uncertainty, news noise, renting versus owning, and risk management across cash, debt, and invested capital, with a hypothetical post-sale allocation example.
8:58
00040
Market Fear and Asset Allocation for Wealth Building (English Audio) | CLEC
Topics
Market Fear and Asset Allocation for Wealth Building (English Audio) | CLEC
The video moves from lifestyle inflation and market fear to the speaker's case for broad-market index investing, then examines housing liquidity, mortgages, and how AI could reshape employment and wealth distribution.
7:31
00039
New Rules of Money: A Personal Finance Masterclass | CLEC
Topics
New Rules of Money: A Personal Finance Masterclass | CLEC
The video reexamines saving and homeownership advice, moving from inflation and investment paths to renting versus buying, financial habits, recurring contributions, and systems that limit emotional decisions.
10:00
00038
Networks and Wealth Strategy (English Audio) | CLEC
Topics
Networks and Wealth Strategy (English Audio) | CLEC
The video begins with inflation and purchasing power, then compares disciplined passive investing with a higher-risk cryptocurrency path before turning to skills, knowledge, networks, and earning capacity.
7:18