this post was submitted on 28 Oct 2024
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FIRE (Financial Independence Retire Early)

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Welcome!

FIRE is a lifestyle movement with the goal of gaining financial independence and retiring early.


Flow Charts:

Personal Income Spending Flow Chart (US)

Personal Income Spending Flow Chart (Canada)

Finance Flow Chart (UK)

Personal Income Spending Flow Chart (Australia)

Personal Finance Flow Chart (Ireland)


Useful Links:

Bogleheads Wiki

Mr. Money Moustache - a frugal lifestyle blog

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I've been rebalancing into a small value tilt recently, and my current approach (spreadsheet with cap and domestic/international factors) isn't working well. I've imported my accounts into Fidelity to use their analysis tools, which helps, but I'm having trouble quantifying everything.

Basically, what I'm looking for is a way to measure a simple value tilt. Basically, I want a 70/30 US/international split, where each one is 90% total market and 10% small value tilt. However, that's quite complicated due to fund selection in my various accounts.

What tools do you use to visualize your investments? Does it support quantifying a tilt?