How to Manage Your Investments

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Time is money, boy! Do you think anybody wants a roundhouse kick to the face while I'm wearing these bad boys? But we would probably hire somebody to help with that if we actually thought we needed it. We already get tax advice and having a state's attorney for those sorts of things. Now I expect we'll end up with money or investments we actually don't plan to use. And I'm hoping to either pass those down to our heirs or give the money away before we would get into our 90s.

In this episode we answer emails from Bob (one of the famous Bobs), Mitchell and Davis. We discuss stable value funds vs. intermediate treasury bond funds, thinking about management issues in your 80s (and your parents), and what we have learned about leverage in portfolios since 2020.

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:

Rational Reminder video about leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube

Optimized Portfolios -- Beating the market with leverage: How To Beat the Market Using Leverage and Index Investing (optimizedportfolio.com)

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