The Latest from Spartan Planning

Portfolio Updates, News, & More
May 2023 | Portfolio Update

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...

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May 2023 | Portfolio Update

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...

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May 2023 | Portfolio Update

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...

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May 2023 | Portfolio Update

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...

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May 2023 | Portfolio Update

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

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...

March 2023 | Portfolio Update

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

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...