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March To Freedom Fund: July Update
The March to Freedom Fund, which will provide the dividends that pay my wife's and my expenses in retirement, has spent much of the last year or so trailing the S&P 500 ( SPY ). That is something that I am fine with for two reasons: 1) In previous years weve outperformed the index …
Tracking Lou Simpson's SQ Advisors Portfolio - Q2 2018 Update
This article is part of a series that provides an ongoing analysis of the changes made to Lou Simpson's 13F portfolio on a quarterly basis. It is based on Simpson's regulatory 13F Form filed on 08/14/2018. Please visit our Tracking Lou Simpson's SQL Advisors Portfolio series to get an idea…