00432
Allocating New Roth 401(k) Funds: TQQQ, QQQ, QLD, and a Beta Buffer
Short
Allocating New Roth 401(k) Funds: TQQQ, QQQ, QLD, and a Beta Buffer
A listener asks whether new Roth 401(k) money should go to TQQQ, QQQ, or QLD. The speaker links Roth leverage to traditional IRA cash and advocates setting Beta 0.2 below one's self-assessed tolerance.
2:13
00003
In-Person Course, Lesson 1: How to Build a $1 Million Retirement Fund
2018 Offline Course Catalog
In-Person Course, Lesson 1: How to Build a $1 Million Retirement Fund
This video uses retirement accumulation and withdrawal models to show how starting age, monthly contributions, compounding, and annual spending affect outcomes, using examples in U.S. dollars and New Taiwan dollars.
6:01
00431
Retirement Cash Flow: QQQ, QLD, 0056, and Emergency Reserves
Short
Retirement Cash Flow: QQQ, QLD, 0056, and Emergency Reserves
A retired household describes mortgage, living, and college costs alongside QQQ, QLD, cash, and other assets, then asks whether 0056 could provide cash flow. The speaker responds with a lower-risk allocation view.
3:55
00431
Stock-Backed Borrowing for Living Costs: Comparing 433, 622, 523, and 00864B
Short
Stock-Backed Borrowing for Living Costs: Comparing 433, 622, 523, and 00864B
The video compares 433, 622, and 523 allocations while addressing a listener's questions about Taiwan-dollar time deposits, stock-secured borrowing, 00864B, liquidity, and currency risk.
5:02
00431
PAL, Retirement Accounts, and Leveraged Funds: Rebalancing 433 vs. 442
Short
PAL, Retirement Accounts, and Leveraged Funds: Rebalancing 433 vs. 442
A listener asks how to coordinate PAL, Roth, traditional retirement, and brokerage accounts. The speaker responds with views on leveraged funds, 433 versus 442 risk, and rebalancing.
2:47
00431
Spend Cash or Sell QQC First? Annual Withdrawals and Rebalancing Order
Short
Spend Cash or Sell QQC First? Annual Withdrawals and Rebalancing Order
Using an 80% QQC and 20% cash portfolio with 2% annual living-expense withdrawals, a listener asks whether to sell investments monthly or spend cash first and rebalance annually.
2:21
00002
In-Person Course, Lesson 1: Will the U.S. Market Keep Rising?
2018 Offline Course Catalog
In-Person Course, Lesson 1: Will the U.S. Market Keep Rising?
Using SPY's long-term record, short-term market swings, and historical asset charts, the speaker explains his view of US market growth while stressing the limits of short-term forecasts.
4:14
00512
Complete Guide to Asset Allocation Simulation: Practical Exercises on Leverage, Rebalancing and Cash Conversion
Long
Complete Guide to Asset Allocation Simulation: Practical Exercises on Leverage, Rebalancing and Cash Conversion
Seven excerpts cover a channel disclaimer, spreadsheet inputs, a participant's leveraged-allocation experience, life priorities, volatility, institutional trust, and an interest assumption. Not a full summary or advice.
2:17:22
00430
How Could China’s Technology Catch-Up Affect QQQ? A Listener’s Case and the Speaker’s Long-Term Framework
Short
How Could China’s Technology Catch-Up Affect QQQ? A Listener’s Case and the Speaker’s Long-Term Framework
A listener analyzes China's technology development through policy, supply chains, engineering talent, and data, then asks what it could mean for U.S. technology, QQQ, and portfolio allocation.
5:31
00430
Who Decides an Adult Son’s Portfolio? Parental Boundaries, Cash Reserves, and Beta
Short
Who Decides an Adult Son’s Portfolio? Parental Boundaries, Cash Reserves, and Beta
A parent asks about an adult son's lifestyle and loan-funded portfolio. The speaker compares parents to guides, then discusses cash, emergency reserves, leveraged funds, and a beta limit.
3:05
00430
Emergency Cash, Portfolio Beta, and Roth Conversions: Account Placement and Risk Lessons
Short
Emergency Cash, Portfolio Beta, and Roth Conversions: Account Placement and Risk Lessons
A listener asks about emergency cash, portfolio beta, account placement, and Roth conversions; the response addresses risk reduction and staged conversions before the listener revisits major losses.
5:23
00430
Independent Thought and Facing Loss: Freedom, Choice, and What We Teach Children
Short
Independent Thought and Facing Loss: Freedom, Choice, and What We Teach Children
A reader's reflections on environment, happiness, and life's starting point lead to the speaker's views on independent thought, personal choice, loss, and what education can give children.
4:30