Leveraged Portfolios - The Most Levered Portfolio

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The accelerated permanent portfolio has 27.5% of a levered bond fund, TMF, then it's got 25%. in PFF a preferred shares fund and 22.5% in gold, GLDM. It was up 0.50% for the week but is down 12.86% since inception in July 2020. We'll be distributing $36 out of it for February. And finally, our last one is the levered golden ratio. This one is 35% in a composite fund called NTSX. That's the S&P 500 in treasury bonds, levered up 1.5 to 1.

In this episode we answer emails from Kyle, Esek and Erin. We discuss 529 plans, what is "enough" in terms of this podcast, and THEN the meta approaches to retirement planning and the importance of distinguishing portfolio construction and allocation strategies from portfolio management techniques, including a tour on the Good Ship Lollipop with the Outlaw Josey Wales. Errata: I said "Bernstein assumptions" when I meant "Bengen assumptions."

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

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

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