Frank Vasquez - Risk Parity Investing for the DIY Investor
The Security Analysis Podcast
How to Create Giant 30-Year Bond Letters
You can do anything you want if you're not spending your money. Warren Buffett's approach is to hold 90% in the S&P 500 and 10% in short term treasury. Bill Bernstein, Alan Roth have decided that now is the time to create gigantic 30-year bond letters.
Frank Vasquez is a retired lawyer with degrees in economics and engineering from Cal Tech and a law degree from Georgetown.
Frank’s focus is on risk parity investing for DIY investors. He believes in constructing portfolios of diversified asset classes to achieve a smoother and more reliable rate of return which helps maximize safe withdrawal rates during retirement. Additionally, these portfolios are useful for intermediate term goals or for those who simply want the behavioral benefit of reduced volatility.
He runs a great podcast called ‘Risk Parity Radio’ where he discusses risk parity investing concepts. On the podcast, he covers core investing concepts and answers questions from the audience. I highly recommend that you check out his podcast. It is very entertaining and contains a wealth of information.
Frank is an expert on the topic of risk parity. His podcast is a tremendous educational tool for anyone interested in this style of investing.
Links:
* Frank’s Risk Parity Radio website, where he posts podcast episodes and also posts detailed updates on real-money risk parity portfolios. https://www.riskparityradio.com/
* The Portfolio Charts website. Tyler, who has also been on this podcast, runs this website that features some of the sample portfolios discussed.
* The Portfolio Visualizer website. This is another incredibly powerful tool for investors to examine the performance of funds and asset classes.
https://www.portfoliovisualizer.com/
* Common Sense Investing by Jack Bogle, which covers the concept of the macro allocation principle. https://www.amazon.com/Little-Book-Common-Sense-Investing/dp/0470102101
Disclaimer
Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.
Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.
The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.
Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content.
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