How to Choose the Right Investments for Your Portfolio

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If you were looking for something that was a large cap value fund to go as part of the stock portion of your overall portfolio, you would be looking at something like VTV or SCHD. You should be looking at those because they're probably better than what you're holding, at least in the taxable side of your account. High yield bond funds are generally actually worse. They tend to be more volatile than a preferred shares fund and pay ordinary income out of them.

In this episode we answer emails from Wesley, Mark and a different Mark. And an errant comment from his Dude-ness, Alexi. We discuss how municipal bond funds might be used in risk-parity style portfolios and how not, a couple of interesting newer financial planning calculators and the planning process I actually use instead to account for liquidity issues, asset allocations in accumulation when options are limited and the ins and outs of preferred shares funds like PFF. And then we goof off. Again.

Links:

Correlation Matrix with Municipal Bond Fund: Asset Correlations (portfoliovisualizer.com)

ETF Research Center Financial Tool: ETF Research Center (etfrc.com)

Projection Labs Financial Tool: ProjectionLab - Simulate your financial future and plan for financial independence.

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