How to Optimize a Portfolio for the Last 25 Years

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You're better off not using a cap weighted refund, but choosing individual rets that complement the rest of what's in your portfolio. With these tools, it is often easy to over optimize portfolios. In many circumstances, you may be optimizing a portfolio for only a couple of decades. The period from the end of the great financial crisis to around 20 20 is very unrepresentative of what usually goes on in financial markets,. and equities usually just don't perform as well as they did in that particular period.

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