Portfolio Analysis - The Three Bread and Butter Portfolios

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The NASDAQ was up 0.59% for the week. Small cap value represented by the fund VIOV was a big winner last week. Commodities were the big loser last week. The risk parity ultimate has 15 funds that I will not go through. This one is 35% in a levered composite fund NTSX That is S&P 500 in treasuries. And finally, our newest portfolio, the levered golden ratio. When it moves, it moves quickly.

In this episode we answer emails from Johnny, Kevin and Daniel. We discussed managed futures vs. commodity funds, the Mt. Lucas "Dirty Portfolios" with KMLM and how to transition from one asset to another in a portfolio with the beginning of a new pedagogical experiment in that.

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:

Dirty Portfolios Article with Dirty Harry Quotes: Dirty Portfolios - Managed Futures As A Portfolio Element (mtlucas.com)

Side-by-Side Analysis Of Original and Planned Golden Ratio Portfolios: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Side-by-Side Analysis of Original and Planned Levered Golden Ratio Portfolios: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

EconoMe Conference: Programming & Activities - EconoMe (economeconference.com)

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