Context: At end of the Affiliate Marketing Essentials course, after listening to Ewen Chia’s 20-minute elegant presentation I was struck by its radical simplicity. I realized there’s a similar radical simplicity in my recreational MOETF investing. I stumbled on this system after decades of investing in FSM.

Similar to Ewen Chia — we strip away lots of mainstream complexities
Similar to Ewen Chia — the system works, for whatever reasons.

This blogpost is about MOETF. So (now in Oct 2021) I will summarize the key features into a phrasebook, half-ranked by importance

[r=radical simplicity]
[v=vague but important guideline]

• [v] steadfast focus on firewall
• .. stay away from volatile hot assets like bccy
• [v] steadfast focus on recreational [joy, learning]
• [r] buy-n-forget .. vs babysitting
• [r] .. Don’t care about exit timing. 3Y holding plan, and my definition of liquidity
• focus first on DYOC .. vs NAV growth, which is harder to assess.
• [r] .. refuse to benchmark against SP500
• [r] incremental buy with fractional orders
• [r] 3m due diligence .. buy without fear. No steep learning curve
• 200-stock diversified MOETF .. vs ETF