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Episode 249: Municipal Bonds, Preferred Shares, Planning Calculators and Newman!

Risk Parity Radio

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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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