The portfolio has 15 funds in it. And let's talk about them in groups because I think it makes the most sense. Let's first talk about the stock and REIT funds, which we have modified slightly. In the old configuration, we had 12.5% in a large cap growth fund, 12.5%. We decided to remedy that imbalance a little bit with this change.
In this episode we close out Season Three with a discussion of the annual rebalancings we performed last week on four of the Sample Portfolios -- the All Seasons, the Golden Butterfly, the Golden Ratio and the Risk Parity Ultimate.
It's nitty and its gritty.
Link to Portfolios Page: Portfolios | Risk Parity Radio
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