This strategy bifurcates all investments into either offensive or defensive.
The PDF linked below is 86 pages long and indexed so that you could jump to sections by clicking the hyperlink for it in the Table of Contents.
I plan to finish reading it today but any criticism is welcome and counter-points appreciated.
https://mcusercontent.com/6750faf5c6091 ... ressed.pdf
Cockroach Portfolio
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2Birds1Stone
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Re: Cockroach Portfolio
K.I.S.S.
Re: Cockroach Portfolio
It seems to be advocating the permanent portfolio with gold as defensive and everything else as offensive.
It champions saying "one in four chance of only a 2% or worse annual compound growth rate" over saying "stocks return 7% on average."