The Importance of Fidelity in Investing

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Fidelity's institutional risk parity fund is up 3 or 4% this year. This idea and this style of investing is now a pretty standard accepted part of the investing landscape. The only people that have not gotten the memo yet seem to be the ones in retail and in personal finance. And hopefully, before the decade is out, it will be more well known and implemented by more do-it-yourself investors.

In this episode we answer emails from Carmello, Trevor, Timothy and Andreas. We discuss some of the history of the gold standard and inflation, leveraged funds, portfolio reviews, short sellers and Fidelity's recent forays into risk parity.

And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional links:

Cross of Gold Speech Article: Cross of Gold speech - Wikipedia

Optimized Portfolios Site on Leveraged Funds: Leverage | Optimized Portfolio

Rational Reminder Video on Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube

Fidelity's New Risk Parity Fund: Fidelity Risk Parity Fund (FAPSX) | Fidelity Institutional

Fidelity's Presentation on its Risk Parity Fund: Fidelity Liquid Alternative Funds Presentation | Fidelity Institutional