2 of my main mantras as a teacher of investing are "When in doubt, split-test” & “Do not be a hypocrite.”
So in August 2022 I created a “$100k side-bet portfolio" to split-test a concentrated-but-not-ultra-concentrated portfolio against my usual focus investing strategy.
3 years later – of doing almost nothing except holding – this portfolio has…
Inside Amateur Investing: "Here's a sad story for ya..."
"I asked my brother, age 65, 'When're you going to retire?' 'Can't afford to.'"
"Shit. What'd you say?"
"Shit! What *can* you say?!"
Read MoreBecome The Leader Of Your Own Investments
Here’s a hard-won highlight reel of some of my proudest client transformations in the US, Australia and New Zealand:
Read MoreInside Amateur Investing: Serving Single Moms
Find Fat Fish is currently helping an eclectic squad of power moms learn to make their 9-to-5s unnecessary by investing as a hobby. We wanted to take a couple minutes to celebrate our clients' progress, as many of them elevate from feeling codependent & trampled to independent & triumphant:
Read MoreA Victory Lap with a Diesel Mechanic
He's gone from wondering "Am I going to work at a mine site, one week on & one week off, for the rest of my life?" to estimating "I will pay off my house & retire at 40" because he's learned to Fat Fish.
Read MoreA Victory Lap with an ER Doctor
A doctor who trains doctors, he’s gone from groaning “Why are my returns so shit & my costs so high?!” to laughing “1 position paid for Cole… today” in 18 months.
Read More"What Type of Investor Are You?"
Dear Finatics, please enjoy my 4th appearance on The NZ Everyday Investor (one of New Zealand’s leading finance podcasts), where I walk Darcy Ungaro through the major investor archetypes that tend to do very well or very badly with Find Fat Fish’s brand of amateur focus investing:
Read More"I'm ready to start when you are ready."
I spent the last six months on a sabbatical — focusing entirely, and gloriously, on me — and exercising “sacred selfishness” for half-a-year felt good (maybe a little too good), until I received this email...
Read MoreFocus Investing (Or: Why Concentration Destroys Diversification for Amateur Investors)
Dear Finatics, here are two appearances I recently made on The NZ Everyday Investor (one of New Zealand’s leading finance podcasts):
The first is a “concentration vs. diversification” debate, the second is a deep dive about why concentrating your investments (aka Focus Investing) destroys diversification for at least 7 major reasons if your most desired outcome is “I work because I want to, not because I have to… and there’s no way I will outlive my money.”
Read MoreThe Kingdom Of Compound Interest: Your Offishial Invitation
Are your investing returns jeopardizing your retirement? If so: I invite you, on this day, to join my humble Kingdom.
Compoundalot is for amateur exploiters of compound interest, by amateur exploiters of compound interest. Our goal is independence of the highest order—the kind most say they have, but know they don’t.
Read MoreHow A 62-Year-Old Conquered The Terror Of Outliving His Money
I’ll never forget my call with Stuart.
He led with the fact that he was turning 63 years old, because some part of him was convinced that he had run out of time. And maybe he had.
Read MoreThe Intelligent (and Lazy) Investor
“There are only four types of officer. First, there are the lazy, stupid ones. Leave them alone, they do no harm. Second…
Read MoreWhat To Do If You're Not Ready To Invest
To put yourself in position to invest successfully for life, Clean Up Your Defense + Experiment With Offense.
Read More“What do santa claus and polar bears have to do with pollution and obesity?!”
Picking winners in your kitchen.
Read MoreHow I Learned Investing: In 1 Week On A Cruise Ship
When my dad found out I was an English Major, I received a pissed-off prophecy: “Listen to me carefully, you silly writer-artiste…
Read MoreHow Kevin & Missie Started Investing In Their Fifties And Now Feel Confident About Retirement
Here’s how two Finatics—a husband-wife squad in California, who work as a mailman and special education teacher—conquered their fear of investing and now feel confident about retirement.
Read MoreHow Dan Makes More By Investing As A Hobby Than He Earns In His Job (And Why This Statement Is An Understatement)
“You keen for a Zoom chat at the weekend? I’ve made my annual salary in the last 2 days.”
Read MoreHow Jerome Made More By Investing as a hobby Than He Earned In His Job… Then Left His Job
Here’s how a Finatic—a young father in Boston—cleared a 150% return and made more than $200,000 during his first two years as an investor, enabling him to leave his job and start his own company while supporting his family.
Read MoreHere You Are.
Standing here, holding this scary sack of money. You spend your life to earn it, but you don’t know where to put it.
Read More