Swiss Franc Hedged Versions of Long Term Treasuries?

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It certainly seems to me there are a lot of opportunities to improve our diversification of portfolios in the future at a reasonable cost. It's just I'm not sure which ones are the right ones right now. But that's what makes life exciting. Stay in formation. Target should be clear if you go in low enough. You will have to decide.

In this episode we answer two looooong emails from Mark and Andreas. We discuss Mark's quandaries with a 457 plan and Andreas's Risk Parity fever brought on by topics that include how to choose ETFs for each asset class, leverage in bond funds, TIPS, a proposed portfolio, other alternatives like long-short, market neutral and options strategies and musings about taxes and currency exposures. And then we conclude with Polo Hofer.

Links:

Father McKenna Center donation page: Donate - Father McKenna Center

Risk Parity Chronicles video tutorial on asset swapping: How to Do an Asset Swap - YouTube

Risk Parity Chronicles series on TIPS: Eight Observations About TIPS (riskparitychronicles.com)

ETF Database: ETF Database: The Original & Comprehensive Guide to ETFs (etfdb.com)

Bloomberg Presentation on Asset Classes in Inflationary Environments: MH201-SteveHou-Bloomberg.pdf (markethuddle.com)

Vanguard Commodities Paper: Commodity investing and its role in a portfolio (vanguard.com)

Antti Ilmanen books: Books by Antti Ilmanen (Author of Expected Returns) (goodreads.com)

EconoMe Conference: EconoMe Conference - March 17th-19th, 2023