The Lever to Golden Ratio - The Last Portfolio of the Week

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The aggressive 50 50 portfolio is down five point two one % for the week. We're going to be distributing 37 dollars out of this. That's coming out of cash which has accumulated. And my voice is really flagging here. But i would be remiss if i did not mention the promotional event we are having next saturday, september tenth,. It is called the walk for mc kenna. So if you're in the area and would like to come out, have a walk, get a tea shirt, don at some money. The risk party radio show is hosted by frank vascez. Please go to your favorite podcast provider and like, subscribe, give me some

In this episode we answer emails from Gen, Greg and Nathan. We discuss how to find funds using a fund screener and why you should not be using the investment account equivalents of blackberries and flip-phones any more, individual REIT selections, and value and growth data sources. I forgot to mention that the other individual REIT we hold is WY, which invests in timber (and thereby missed another opportunity to play the lumberjack song.)

And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional Links:

Fund Screener: Fund Screener (portfoliovisualizer.com)

Rob Berger Video About Vanguard's New Fees: Vanguard Fees Are Going Up -- Here's Why and How to Avoid Them - YouTube

Investopedia Article - Value vs. Growth in the S&P 500: Value or Growth Stocks: Which Is Better? (investopedia.com)

Value vs. Growth Over Time: Canterbury Investment Management - Value versus Growth: A Brief Historical View (canterburygroup.com)

DFA Matrix Book: Matrix+Book+2020.pdf (squarespace.com)

Walk For McKenna: Walk4McKenna - Father McKenna Center