The Volatility Funds in Portfolios Have Been Recovering This Year

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The volatility funds that are in a couple of portfolios, which you would have expected to do better in a down year for the stock market, did not. Maybe that's telling you that those are not worthwhile to be holding in portfolios since we've just been experimenting with them. But they are what we thought they were, and we learned about the hook.

In this episode we answer emails from Bruce, Raymond and Alexi (a/k/a "Dude"). We discuss what we learned from last year about the performance of various assets in a severely rising interest environment, holding a conservative portfolio in accumulation to sleep better and one of the Dude's gambling experiments involving UDOW and TQQQ.

Links:

Updated UNC Paper re Bonds, Flights to Safety and Stock Market Volatility: SSRN-id1436124.pdf

Portfolio Charts Time to Financial Independence Calculator: FINANCIAL INDEPENDENCE – Portfolio Charts

Alexi's UDOW/TQQQ Analysis: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Long Term Analysis of Total Market vs. 50/50 Large Cap Growth/Value: Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)

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