I did a YouTube that covered more of Daedalus Income portfolio in a more in depth manner.
My $1.85 Million Income Portfolio, After 23 Years of Investing
You can check out based on the Timestamp if the content would interest you.
- 00:00 Start
- 03:35 The origins and how much the value of the portfolio.
- 06:05 How the Investment Strategy evolved over 22 years.
- 10:05 What’s a Strategic Systematic portfolio?
- 15:35 We can view a portfolio in different views? Why?
- 17:48 Portfolio by Asset Class
- 20:05 My Fixed Income Allocation
- 24:25 Portfolio by Region
- 26:07 Portfolio by Money Source
- 27:23 Portfolio by Investment Strategy
- 31:41 The Systematic Active Slice of the portfolio
- 46:15 How much capital injected over the years.
- 50:12 Money-weighted returns over 25 years
- 57:55 The spending that the income is suppose to provide for
- 01:02:14 The SWR used to size the Income to be distributed.
- 01:05:15 How Safe or Unsafe is this strategy. The SWR Tests.
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