The Volatility of the Portfolios

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Gold was down 0.63% for the week after its big jump the prior week before that. The sample portfolios did not have much movement either, but it was to the positive side at least. We moved to these three kind of bread and butter portfolios. First one is a golden butterfly. This one is 40% in stocks divided into a total stock market fund and a small cap value fund. It's up 4.64% year to date and down 3.79% since inception in July 2020. Next one is the golden ratio. this one is 42% in stocks divide into long-term treasury bonds, 16% in gold,. 10% in a REIT fund and 6%

In this episode we answer two emails from Alexi (a/k/a the "Dude") and another from Barry. We discuss funds that are designed to take advantage of rising interest rates like RRH, RISR and PFIX, another Dude-constructed accumulation portfolio with leveraged funds and some portfolio construction rules of thumb, and the noisy-ness of correlation data and matrices.

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:

PFIX Webpage and Resources: PFIX Simplify Interest Rate Hedge ETF | Simplify

The Dude's New Portfolio Constructions compared with S&P500: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

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

Bogleheads Post about Morningstar Correlation Data: Morningstar Correlation Matrix - Bogleheads.org

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