Levered Portfolios: How They Can Survive Abuse

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The risk parity ultimate, where we try to include a little bit of everything, was up 2.16% for the week. We are intentionally distributing out of these portfolios at an aggressive distribution rate to push them and show they can withstand that kind of abuse over time. The next Levered portfolio is this aggressive 5050, which is our most Levered and Leased Diversified portfolio.

In this episode we answer emails from Carmello, Trevor, Timothy and Andreas. We discuss some of the history of the gold standard and inflation, leveraged funds, portfolio reviews, short sellers and Fidelity's recent forays into risk parity.

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:

Cross of Gold Speech Article: Cross of Gold speech - Wikipedia

Optimized Portfolios Site on Leveraged Funds: Leverage | Optimized Portfolio

Rational Reminder Video on Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube

Fidelity's New Risk Parity Fund: Fidelity Risk Parity Fund (FAPSX) | Fidelity Institutional

Fidelity's Presentation on its Risk Parity Fund: Fidelity Liquid Alternative Funds Presentation | Fidelity Institutional