Comparing Investment Portfolios for Retirement

In this episode we answer emails from Visitor 3050, Daniel, Chet, Jack, Jeff and Marc.  We discuss risk-reward metrics and where to find them, corrections to modelling SWAN, using asset class analyzers, "bracketed rebalancing", adding gold to a portfolio and the bond breakdown of NTSX.

Links:

Portfoliocharts Risk and Return Analyzer:  RISK AND RETURN – Portfolio Charts

Daniel's Portfoliovisualizer Analysis of SWAN:  SWAN Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

SWAN compared with a 45/80 portfolio:  Revised SWAN Backtest Portfolio (portfoliovisualizer.com)

Optimized Portfolio Article re SWAN:  SWAN - A Review of the Amplify BlackSwan ETF for Downturns (optimizedportfolio.com)

Optimized Portfolio Article re NTSX:  NTSX ETF Review - WisdomTree U.S. Efficient Core ETF (90/60) (optimizedportfolio.com)

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