Brokerage Tracking & Risk Management: The Spreadsheet Strategy

An episode of the Early Escape: FI & RE Guide podcast, hosted by Jake Carson and Lily Morgan, titled "Brokerage Tracking & Risk Management: The Spreadsheet Strategy" was published on October 22, 2024 and runs 12 minutes.

October 22, 2024 ·12m · Early Escape: FI & RE Guide

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Summary

In this episode of Brokerage Tracking & Risk Management, Jake Carson and Lily Morgan dive into the art of managing investments through spreadsheets. Our listener has been day trading high-risk stocks and earned over $250K this year but is now aiming to dial back the risk and focus on more realistic gains as they plan to retire in two years. We explore their approach to tracking investments, the benefits of using different brokerages, and how to adjust trading strategies to preserve capital. If you’re looking for insights on managing your trading, building a useful spreadsheet, or transitioning to a lower-risk approach, tune in to learn strategies for staying on track with your retirement goals!

Episode Description

In this episode of Brokerage Tracking & Risk Management, Jake Carson and Lily Morgan dive into the art of managing investments through spreadsheets. Our listener has been day trading high-risk stocks and earned over $250K this year but is now aiming to dial back the risk and focus on more realistic gains as they plan to retire in two years. We explore their approach to tracking investments, the benefits of using different brokerages, and how to adjust trading strategies to preserve capital. If you’re looking for insights on managing your trading, building a useful spreadsheet, or transitioning to a lower-risk approach, tune in to learn strategies for staying on track with your retirement goals!

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