My FIRE Portfolio

Assuming oslasho is a man of exquisite, yet restrained tastes, who requires 15k per month to live on, and assuming a portfolio yield of 2.3%, he requires only a modest 7.8 million stash to achieve this.

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2.3% yield ?
Let me know from which asset classes described above.

stocks + real estate. call that a combined 3.5% yield. They represent about 65% of the portfolio, so 65% of 3.5% gives 2.3% average portfolio yield.

EDIT: with his additional data 2% @ 75% gives 1.5% yield, so 12 million.

Let’s round it to 100M.

You also explained you have no withdrawal plans per-se, and have the distributions feeding checking account, so let us fantasize about it :upside_down_face:

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Selling → you receive the bid price

Buying → you pay the ask price

Isn’t that a normal situation?

Is it for rebalancing ?

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What’s the thesis? Are you concerned about super high AGIO of DRPF?

BTW what happened to the merger? Did CSLP merge with STA & Other fund ?

I missed the DRPF wave. You need to buy more to tank the stock so that I can buy in :wink:

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Thanks. I also think that DRPF is generally more volatile than everything else. In addition maybe CSLP is facing price pressure due to the merger topic. Apparently merger is blocked due to objections from few investors

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BTW. I think one of the reasons for high agio for DRPF is that it is majority residential with 89% of residential holdings in German speaking area. Maybe that drives more valuation. And then for some reason this fund is highly liquid which makes it interesting for traders and year end tax optimizers.

For the new merged fund (whenever that happens), following will be asset distribution. Approx 54% is residential.

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Post Liberation day, DRPF had a breakout :slight_smile: