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Episode 249: Municipal Bonds, Preferred Shares, Planning Calculators and Newman!
Risk Parity Radio
How to Hit Your Preferential Asset Allocation When the Funds Available Are Limited
I'd prefer to have an asset allocation of 50% large cap growth, 50% small cap value. Unfortunately, I'm limited by the fund options in my 401k. Is there a better way to try to hit your desired asset allocation when the funds available are limited? What's the purpose of preferred shares in a risk parity portfolio? Are funds like SCHD or VTV a good stand in, or is PFF the best option, despite its higher expense ratio? Could high yield bond funds take PFF's place?
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