How to Manage a FX Portfolio?

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

For ease of management, i would say, just put them at a place that's easy to manage. And the difference in taxation might actually be nothing if you're talking about somebody in one of those lower tax brackets. For my own son, since his retirement stuff is already at fidelity, and he already had another fidelity account, just adding another fidelity account for this purpose was easy peasy,.

In this episode we answer emails from Micah, Steve and Keith. We discuss the limit on the usefulness of Sharpe and Sortino ratios, helping out Steve's daughters with building and managing a portfolio for medium-length goals and what else Uncle Frank says to guide his adult kids with ant brains and grasshopper brains and comparing actual performances with Portfolio Visualizer models.

Links:

Portfolio Visualizer comparison of short term treasuries and gold: Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)

PHYS ETF particulars: Sprott Physical Gold Trust

Walk For McKenna: Walk4McKenna - Father McKenna Center

Support the show