Portfolio Transition and Roth Conversion Considerations

In this episode we answer emails from Jeff, James and Graham.   We discuss standard deviations and other metrics and tools at Portfolio Charts, revisit Episode 194 regarding the "Cockroach" portfolio, timing the transfer of a 401k to and IRA for better management options and some reasons for holding on to traditional IRAs and not converting them.

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

Additional links:

Portfolio Matrix Tool With Bookmark To Jeff's Portfolio:  Portfolio Matrix – Portfolio Charts

Portfolio Annual Returns Tool With Bookmark To Jeff's Portfolio:  Annual Returns – Portfolio Charts

Portfolio Drawdowns Tool With Bookmark To Jeff's Portfolio:   Drawdowns – Portfolio Charts

Cockroach Portfolio Link:  The Cockroach Approach Whitepaper - Mutiny Fund

Big Picture Retirement Podcast Re Roth Conversions:  When Roth IRA Conversions Go Too Far (bigpictureretirement.com)

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