About

Roman-mosaic-know-thyself

Know thyself

Temple of Apollo, Delphi

Hi! Thanks very much for checking in.

This is a blog about my personal journey toward financial independence, with explorations in investment strategy, finance and portfolio design issues.

I am a 40 something guy living in Australia interested in sharing what I learn along the way, and connecting with people who are either on or considering the same journey.

You can expect to see regular monthly updates on my progress towards achieve my financial independence objectives, including portfolio income and investment updates.

Each monthly update also usually includes reflections on what I have learnt, and discussion of academic evidence about investment issues and different ways to invest.

My primary financial independence objective is to maintain a portfolio of at least $2,870,000 which is capable of providing a passive income of around $99,000 (in 2024 dollars). A secondary objective is to reach an equity portfolio of $2,300,000.

To read the start of the journey, click here, and for a list of all posts click here. There is also a page of Frequently Asked Questions which provides some further details on issues readers have previously asked about.

For more details and an overview of the blog, see Start Here

So please feel free to drop me a message or subscribe below!

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Disclaimer

This blog is a record of my journey and decisions, based on my circumstances.

The specific portfolio allocation and approach described in it has been determined solely based on my personal circumstances, objectives, assessments and risk tolerances.

It is provided for general information and entertainment purposes only. It is not personal financial advice, or a recommendation to invest in any particular investment product, security or asset, or adopt any specific strategy, and investors considering these issues should undertake their own detailed research or seek professional advice.