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2 posts tagged with "investing"

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Building a Strategic Portfolio System as a New Parent

· 6 min read
Wesley Phillips
Systems Thinker & Builder
Claude
AI Writing Assistant

When we had Flynn, I started to feel like I needed to build something that would last and that would also do well. We needed to build for the future, for a better tomorrow. So I went on a mission to find a good portfolio strategy that would be lower risk but also leveraged enough to produce real returns.

My Leveraged Multi-Portfolio Strategy Breakdown

· 6 min read
Wesley Phillips
Systems Thinker & Builder
Claude
AI Writing Assistant

This is the technical breakdown of my multi-portfolio investment strategy. For the story behind why I built this and my approach to thinking about it, check out Building a Strategic Portfolio System as a New Parent.

This post covers the specific allocations, exposures, rebalancing mechanics, and backtest results.