How to Build a Diversified Portfolio

4min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

In the end, there's no substitute for actually looking at what you've constructed and running it through various data analyses. The most important thing in constructing a portfolio is to have diversification both within asset classes and across asset classes. We do have USMV in a couple of our portfolios but I'm not sure how useful they are.

In this episode we answer emails from Andreas and Brad. We discuss algorithmic factor funds like AVUV vs. basic index factor funds, basic principles of portfolio construction, low volatility funds, and the rebalancing research of Corey Hoffstein.

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:

Father McKenna Center Giving Page: Donate - Father McKenna Center

Simplify Interview of Corey Hoffstein about rebalancing: Keeping it Simple Ep. 21: Do I Feel Lucky? | Simplify

Corey Hoffstein Interview and Papers: Rebalance Timing Luck - Newfound Research (thinknewfound.com)

Corey Hoffstein Interview Regarding Personal Portfolio: Show Us Your Portfolio: Corey Hoffstein - YouTube

Corey Hoffstein Discussing the Return Stacking Strategy: Corey Hoffstein on Return Stacking - YouTube

Optimized Rebalancing Article: Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)