Episode 248: Crazy Rising Rate Funds, Levered Constructions, Correlation Data Anomalies And Portfolio Reviews As Of March 24, 2023
Risk Parity Radio
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The Volatility of the Portfolios
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%
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