Portfolio Management
Asset allocation, rebalancing, and portfolio optimization techniques
5 articles
Bonds and Treasuries in a FIRE Portfolio: What They're Actually For
Most FIRE investors treat bonds as a drag on returns. That's the wrong frame. Here's what bonds actually do in an early retirement portfolio, and which ones to hold.
How to Rebalance Your Portfolio Without Wrecking Your Tax Bill
Calendar rebalancing, threshold bands, or cash-flow rebalancing? A practical guide to keeping your allocation on target without triggering avoidable capital gains.
Sequence of Returns Risk: The Silent Portfolio Killer for FIRE Retirees
Two retirees with identical average returns can end up with wildly different outcomes — one runs out of money, one doesn't. Here's how sequence of returns risk works and 5 ways FIRE retirees can defend against it.
12 Best Recession-Proof ETFs for 2026 (By FIRE Stage)
The 12 best ETFs for recession in 2026 with exact allocations by FIRE stage. Defensive sectors, dividend, bond & gold ETFs compared with drawdown data.
How to Recession-Proof Your Portfolio in 2026: A Step-by-Step Guide for Tariffs, AI Disruption, and Market Crashes
Recession-proof your portfolio in 2026. Covers tariff strategies, defensive sectors, bond allocation, cash buffers, and actionable steps by portfolio size.