The Latest from Spartan Planning
Portfolio Updates, News, & More
May 2023 | Portfolio Update
Yesterday’s Home Runs Don’t Win the Game Today or Tomorrow “History never repeats itself. Man always does.” –Voltaire As proponents of systematic investing, we often talk about the dangers of overfitting rules to past market behavior. This is a process known as...

April 2023 | Portfolio Update
Control What You Can, Remove the Rest “Grand strategy is the art of looking beyond the present battle and calculating ahead. Focus on your ultimate goal and plot to reach it.” –Robert Greene, “The 33 Strategies of War” When someone asks us to describe our investment...

Being diligent with your cash positions – FDIC Coverage & Maximizing Yield
These last few weeks have been wild, haven’t they? Two of the largest bank failures in US history occurred over a single weekend. And many would say the failures were largely preventable. First - Silicon Valley Bank was in the news as having failed and a takeover by...

March 2023 | Portfolio Update
Hunting For Weeds So the Flowers Can Bloom "Beware the investment activity that produces applause; the great moves are usually greeted by yawns." –Warren Buffett In honor of Berkshire Hathaway’s annual letter being released this past weekend, we thought the best way...

January 2023 | Portfolio Update
"It can be very expensive to try to convince the markets you are right." —Ed Seykota Even When Traveling Through a Storm, Some Paths Are More Pleasant Than Others We can’t control the market. No one can. This should be self-evident, but it doesn’t always feel that...

Coronavirus, Decision Making, and March Portfolio Update
By now, you’ve seen countless articles and heard numerous soundbites about the coronavirus (COVID-19) and its impacts thus far around the globe; there is a growing, but limited number of cases in the United States. Whether you are fearful about the impact this virus...
May 2023 | Portfolio Update
Yesterday’s Home Runs Don’t Win the Game Today or Tomorrow “History never repeats itself. Man always does.” –Voltaire As proponents of systematic investing, we often talk about the dangers of overfitting rules to past market behavior. This is a process known as...
April 2023 | Portfolio Update
Control What You Can, Remove the Rest “Grand strategy is the art of looking beyond the present battle and calculating ahead. Focus on your ultimate goal and plot to reach it.” –Robert Greene, “The 33 Strategies of War” When someone asks us to describe our investment...
Being diligent with your cash positions – FDIC Coverage & Maximizing Yield
These last few weeks have been wild, haven’t they? Two of the largest bank failures in US history occurred over a single weekend. And many would say the failures were largely preventable. First - Silicon Valley Bank was in the news as having failed and a takeover by...
March 2023 | Portfolio Update
Hunting For Weeds So the Flowers Can Bloom "Beware the investment activity that produces applause; the great moves are usually greeted by yawns." –Warren Buffett In honor of Berkshire Hathaway’s annual letter being released this past weekend, we thought the best way...
January 2023 | Portfolio Update
"It can be very expensive to try to convince the markets you are right." —Ed Seykota Even When Traveling Through a Storm, Some Paths Are More Pleasant Than Others We can’t control the market. No one can. This should be self-evident, but it doesn’t always feel that...
Coronavirus, Decision Making, and March Portfolio Update
By now, you’ve seen countless articles and heard numerous soundbites about the coronavirus (COVID-19) and its impacts thus far around the globe; there is a growing, but limited number of cases in the United States. Whether you are fearful about the impact this virus...