How to Choose the Right Portfolio for You

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A three-fun portfolio was down 32% of the time over the course of this data set, looking at annual returns. And so it's pretty easy to see that you would prefer to have a portfolio that is down less of the time and stays down for a much shorter period of time than you would like to have a portfolios that had bored down years and stayed down longer. The only kinds of portfolios that did better had either lots of commodities in them or lots of gold.

In this episode we answer emails from Lauren, Paul and MyContactInfo. We discuss Emerson and Thoreau and how we apply their teachings, comparing risk parity style portfolios with others using Portfolio Charts, and an article about Bill Bernstein's new bond ladder and how it fits in.

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:

Self Reliance by Emerson: Self Reliance by Ralph Waldo Emerson (Full Text) (thefreshreads.com)

A Guide to Self Reliance: Self-Reliance: Change Your Life For The Better - Ralph Waldo Emerson (emersoncentral.com)

Parable of the Ham: The Parable of the Ham – Results Typical

Golden Butterfly Portfolio Particulars: Golden Butterfly – Portfolio Charts

60/40 Portfolio Particulars: Classic 60-40 – Portfolio Charts

Three-Fund Portfolio Particulars: Three-Fund Portfolio – Portfolio Charts

Risk-Reward Comparisons of Common Portfolios: RISK AND RETURN – Portfolio Charts

2022 Comparisons of Common Portfolios: Learning the Hard Way: 2022 Portfolio Rankings – Portfolio Charts

Bill Bernstein Article about his new Bond Ladder: Riskless at Age 104 - Articles - Advisor Perspectives