One More Reason Spoke Funds > Mutual Funds

May 14, 2010 • 6 Comments

Spoke funds don’t cause 1,000 point drops in the Dow.

Kansas Mutual Fund is Linked to Market’s Plunge.

Ah, mutual funds. If only you used your powers for good instead of evil…

And the first annual Spoke Fund workshop begins here in Islamorada in less than 12 hours. Notes to be posted soon!

Cale

Posted by Cale at 9:21 PM in Spoke Funds

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Last Call for Spoke Fund Workshop

April 22, 2010 • 1 Comment

Here’s the original post. As a reminder – on Saturday, May 15, I’m going to be putting on a workshop here in Islamorada for anyone wanting to learn how to build a spoke fund. We’ll cover as much as we can, as quickly as we can, with plenty of time for Q&A. A detailed agenda, including more about logistics, will come out via email to attendees next week. And yes, it’s free, but BYOB.

At last count, there were 8 folks coming – though they clearly had the brainpower of 20. If you’d like to attend, too, please email me here prior to this Sunday night. More soon.

Cale

Posted by Cale at 8:43 AM in Spoke Funds

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Arquitos Launches a Spoke Fund

April 22, 2010 • 1 Comment

Congrats to Steve Kiel of Arquitos Capital Management, who will be launching a spoke fund called the Freedom Fund on May 1st. Score one for the good guys.

Arquitos is an independent fee-only value investing shop running a focused portfolio, based in Virginia outside of DC. Steve is an Iraq war veteran, a recovering lawyer, and an all-around great guy. And because the Freedom Fund is a spoke fund, he’s got almost all of his family’s entire net worth in it, too.

Find out more about Arquitos here. You can find Steve on Twitter here. Stop by and say hi. Or, come on down to the Spoke Fund workshop here in Islamorada on May 15 and meet him yourself.

And, for the record, the official scoreboard now reads like this:

Mutual Funds: 8,000
Spoke Funds: 4

You feelin’ us?

Cale

Posted by Cale at 8:25 AM in Spoke Funds

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@PlanMaestro Roger that. Thx. Will add to the list. More ideas than cash lately. in reply to PlanMaestro 1 week ago

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About Cale

I'm a portfolio manager at Islamorada Investment Management in the Florida Keys. Email me at caleinthekeys@gmail.com.

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