Gold and Butterfly Portfolios

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The S&P 500 was up 2.35% for the week, the NASDAQ wasup 2.19%. Small cap value represented by the fund VIOV was one of the big winners last week. Gold was down last week, gold was down 0.21% for theweek. Long-term treasury bonds were also down a little bit, they were down 0.44% for the day. Reets were actually the big winner last week, are represented by the funds REET and DBMF. Commodities represent PDBC; PFF is the big loser. All of this is recorded on the portfolios page, if you want to look at the details.

In this episode we answer emails from Thurston Howell VI, MyContactInfo and Keith. We discuss DBMF and managed futures funds generally, my family's rapture with the sport of rowing and how to make basic asset location decisions to minimize taxes.

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:

Barry Ritholtz Interview of Andrew Beer (DBMF) (2021): Andrew Beer on the Hedge Fund Industry (Podcast) - Masters in Business - Omny.fm

DBMF Web Page: iMGP DBi Managed Futures Strategy ETF | iMGP Funds

DBMF Current Holdings Link (download): https://partnerselectfunds.com/wp-content/uploads/Holdings/DBMF-Holdings.xlsx

Taxation of Gold -- CNBC Article with links: Gold, silver ETF owners face 28% top tax rate on capital gains (cnbc.com)

Asset Swap Tutorial from Justin/Risk Parity Chronicles: How to Do an Asset Swap - YouTube

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