The Best Portfolios of the Month - Stock Slash Bonds

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This is the worst year for stock slash bond portfolios since about 1937. We also look at these portfolios, these experimental ones in the middle of the month to see whether they have triggered a rebalancing. This one almost made it. The stock portion of it has dropped from 33%, actually 25.63%. If it was down below 25.5, we would have rebalanced. And so concludes another ugly week and another ugly month in an ugly year.

In this episode we answer questions from Jeremy, Richard and Gen. We discuss the moribund WARM portfolio strategy, more issues about annuities and where to learn more about them, and fractional share trading of ETFs.

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:

JL Collins Article on WARM Strategy: Sleeping soundly thru a market crash: The Wasting Asset Retirement Model - JLCollinsnh

Bogleheads Critiques of WARM Strategy: No risk retirement withdraw strategy - WARM - Bogleheads.org

Stan The Annuity Man Channel: Stan The Annuity Man - YouTube

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