Sunday, February 25, 2024

Rule #1 Investing Spreadsheet / Calculator Resurrected! Version 1.5

It took almost 10 years for me to update the Rule # 1 Investing spreadsheet/calculator (and to write a post on here).  I doubt any of you reading this have ever followed this blog...so welcome!  Take a quick peek at my first post to give you an idea of what this blog is about.

Let's not belabour the origin of this blog; you're here for the Rule # Investing spreadsheet.  I had neglected the sheet for quite some time, because to be honest, I had grown beyond the methodologies of Rule # 1.  Don't get me wrong; I absolutely have Phil Town to thank for my tremendous success in investing (maybe that will be the focus of another post), especially in the last 5 years.  Rule #1 was a great start for me as a beginner.  As I matured in my investing journey, I've picked up other lessons as well and have relied less on the structure of Rule #1.

That said, the next phase of my investing journey is going to focus more on coaching, since my oldest is now 14 years old and, to my great joy, have expressed an interest in investing her own money.  This is why I have now updated the Rule # 1 spreadsheet so that she and all of you can benefit from it.

I hope this will be useful to you!  Leave a comment!