The S&P 500 was up 1.62% for the week. The NASDAQ was up 3.31%. Small cap value represented by the fund VIOV was a big winner last week. Gold was one of the big losers, down 2.58%. Long term treasury bonds were nearly flat.
In this episode we answer emails from Kyle, Esek and Erin. We discuss 529 plans, what is "enough" in terms of this podcast, and THEN the meta approaches to retirement planning and the importance of distinguishing portfolio construction and allocation strategies from portfolio management techniques, including a tour on the Good Ship Lollipop with the Outlaw Josey Wales. Errata: I said "Bernstein assumptions" when I meant "Bengen assumptions."
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
EconoMe Conference link: Programming & Activities - EconoMe (economeconference.com)
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