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While writing my book I got out of shape and did not like it. Determined to get back into shape, I hired a trainer almost four years ago. Later, at my spin instructor's suggestion, I entered a triathlon. The triathlon was a blast, and I have competed in another five since. You can read more about my experience in this free column at

So is there a link between exercising and portfolio management?

Yes, because in each case we are trying to optimize a scare resource: time (exercise) and money (portfolio).

Mapping out workouts days and weeks in advance and then sticking to it has improved my investment results. Plus, an hour bike ride or 30 minutes of running up hills is a great stress-reducer. In fact, I am going out for a run through the New England woods in a few minutes.


p.s., If you decide that a triathlon is for you, send me a note and I will send you a blank spreadsheet that I use to plan my workouts. Maybe this template will help you, too.

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