Risk Parity Radio cover image

Episode 278: Closing Out Year Three With Our Annual Rebalancings

Risk Parity Radio

00:00

How to Drawdown a Portfolio

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app