The All Seasons Portfolio - The Golden Butterfly

6min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

We're getting into our three bread and butter portfolios here. This one is forty % in stocks, divided into a total stock market fund and a small cap value fund. And then we have 26 % in a long trim treasury bond fund, t l t, 16 % in gold, g d m, and ten % in a representative re fund, r e e t. Now moving to our experimental portfolios that involve lots of Leverage. We will be taking out 453 dollars from its insuly 20 20 for september. That's at a six percent annualized rate.

In this episode we answer emails from Gen, Greg and Nathan. We discuss how to find funds using a fund screener and why you should not be using the investment account equivalents of blackberries and flip-phones any more, individual REIT selections, and value and growth data sources. I forgot to mention that the other individual REIT we hold is WY, which invests in timber (and thereby missed another opportunity to play the lumberjack song.)

And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional Links:

Fund Screener: Fund Screener (portfoliovisualizer.com)

Rob Berger Video About Vanguard's New Fees: Vanguard Fees Are Going Up -- Here's Why and How to Avoid Them - YouTube

Investopedia Article - Value vs. Growth in the S&P 500: Value or Growth Stocks: Which Is Better? (investopedia.com)

Value vs. Growth Over Time: Canterbury Investment Management - Value versus Growth: A Brief Historical View (canterburygroup.com)

DFA Matrix Book: Matrix+Book+2020.pdf (squarespace.com)

Walk For McKenna: Walk4McKenna - Father McKenna Center