Matt Ludmer · Motley Fool Hidden Gems Investing · Why the Wealthiest People in the Room Are Often the Most Miserable - And What to Do About It
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Divided client portfolios into three separate pots - short-term (1-5 years) in treasuries/munis, medium-term (5-10 years) mixed, and long-term (10+ years) fully equity - and instructed clients to only draw from the first two pots during market drops
“I managed an offshore captive insurance company… I came up to think like… three-pot portfolio… short-term reserve, 5-10 yr pot, 10+ yr surplus”
“Go revalue your property, lock in that equity, get it on an interest only loan ... you can reset the interest only term after five years ... that locks in 10 years, a full decade, of access.”
“Pot one…invested in treasuries and triple-A munis…you sleep at night”
“I did like a $2,500 initial lump sum. And then it ended up being converted into a $1,500 a month retainer. Three years later, I still have him as a client.”
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