How to Build an Unleveraged Portfolio

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Most of our portfolios are stock-based, and that's where you start with the equity component. The next most obvious thing to add is something that is also generating decent, steady, positive returns but is uncorrelated with stocks. And then after that, you are thinking about what other assets will complement these two main assets in an uncorrelated way.

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)