Thursday, January 23, 2020

Three Pot Slow Cooker


I have three pots in which I invest my Engine. I manage about 2/3rds myself. I then have one pot (in a Global Equity Fund) which I milk (when it goes above a certain amount) which has about 2/3rds of what is left. The last pot (in a different Global Equity Fund) I don’t touch, and is meant for later life. I have taken out more than I ever put in. Meaning I have already withdrawn more than I contributed. The pots are between 6 and 11 years old. How is this possible? The money is working. It is growing. If you see Capital as a living thing, consumption is a form of killing. We need to consume to survive, but it is all about living in balance. If you eat some of the fruit, you can live sustainably. If you cut down all the trees, you are also killing all the future trees that would have grown. And the fruit that would have produced. If I act as a good custodian, there is no reason why my withdrawals shouldn’t be infinitely more than my contributions. The song isn’t about me. If I live hand to mouth, then what you see is all there is. And if the opportunities run out because my mouth is too big, the music will come to an end. Sustainable Growth is the underlying beat. Conscious Custodianship the musician.



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