What I've Learned Along the Way

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i tried my hand at short term trading of options and futures contracts in the early 19 nineties. What i learned then is that index funds were a superior way to sting compared to managed funds. That's also when the idea of having simple, do it yourself portfolios really originated or became popular. And so you see things like the coffee house portfolio, bernstein's no brainer portfolio, the original merriman ultimate bogle heads three fund. All those sorts of things came out of that era.

In this episode we answer emails from Justus (x2), Anderson and Blake. We discuss life transitions, what I've learned over an evolving DIY investing career, and Blake's Pathway of FI.

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

Additional Links:

Portfolio Charts Sample Portfolios: Portfolios – Portfolio Charts

Risk Parity Chronicles Resources Page: Resources - Risk Parity Chronicles

Kitces Four Phases Article: The Four Phases Of Saving For Retirement (kitces.com)

Blake's Article: Model-Portfolios-for-Every-Financial-Stage.pdf (pathwaytofi.com)

Blake's Model Portfolio Construction Paper: Construction-and-Analysis-of-the-Pathway-to-FI-Model-Portfolios.pdf (pathwaytofi.com)

Morningstar Tool With International Fund: VXUS – Portfolio – Vanguard Total International Stock ETF | Morningstar

Walk For McKenna: Walk4McKenna - Father McKenna Center