How to Back Test Portfolios From Two Thousand to Two Thousand Ten

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Brucie dickinson is back to help you with your portfolio. Alexey writes in about last week's discussion of the listener's suggested substitution of c c c for the stock portion of the golden ratio. Back testing the suggested portfolios from two thousand to two thousand ten gives a very different t indeed, which demonstrates just how not robust such a substitution as. b s v would be.

In this episode we answer emails from Mitchell, Alexi (Dude!), Brian and Daniel. We discuss how to identify similar funds for tax loss harvesting, concentrations and "bad decades", leveraged ETFs in accumulation, using risk-parity portfolios for intermediate accumulations, and withdrawing in retirement from a Golden Butterfly portfolio.

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:

Portfolio Visualizer Asset Correlation Tool: Asset Correlations (portfoliovisualizer.com)

PHYS ETF page and description: PHYS Keep More of What You Earn (sprott.com)

Ben Felix Video About Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube

Optimized Portfolio website: Optimized Portfolio - Investing and Personal Finance

"Buffett's Alpha" White Paper: Buffett’s Alpha (tandfonline.com)