How to Rebalance Your Portfolios

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The aggressive 5050 or least diversified in most lever portfolio is down 1.72% for the week. It is up 11.7% year to date but down 14.86% since inception in July 2020. The lever golden ratio portfolio is 35% in a composite lever fund called NTSX. That is the S&P 500 and treasury bonds. Gildee M. 15% in a REIT. 10% each in a lever small cap fund. TNA in a lever bond fund. Tmf. 5% in a volatility fund and a Bitcoin fund are down 2.04%. All in all it was a bad week after a number of good weeks in a row

In this episode we answer questions from MyContactInfo, Anonymous and Arun. We discuss a podcast and article about the concept of Ergodicity and how to apply it, a variation of the Golden Ratio portfolio from one of our listeners recently discussed in an interview, and the illusory benefits of dividend-paying stocks and related delusions.

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:

EconTalk Podcast on Ergodicity: Luca Dellanna on Risk, Ruin, and Ergodicity | EconTalk

Taylor Pearson Article on Ergodicity: Ergodicity: A Simple Explanation of Ergodic vs. Non-Ergodic (taylorpearson.me)

Picture Perfect Portfolios Article about a Golden Ratio-style portfolio and others: 100% Factor Focused Equities vs Diversification Reigns Supreme (pictureperfectportfolios.com)

Three Ben Felix Videos About the Irrelevance of Dividends:

The Irrelevance of Dividends - YouTube

The Relevance of Dividend Irrelevance - YouTube

Dividend Growth Investing - YouTube

Intel's 2023 Dividend Cut:

Intel cuts dividend to lowest since 2007 to save cash | Reuters

Intel slashes dividend by over 65%, to 12.5 cents (cnbc.com)