The Weekly Portfolio Reviews

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The S&P 500 was up 0.87% last week, and the NASDAQ was up 1.28%. Small cap value represented by the fund VIOV was actually down. The reason for that is undoubtedly some of these smaller banks which are struggling these days. Long-term treasury bonds are presented by the fund VGLT, or the big winner last week. Reets were up 1.35% for the week; Commodities were down 0.91%, Preferred shares also down. And managed futures were almost flat.

In this episode we answer emails from Bob (one of the famous Bobs), Mitchell and Davis. We discuss stable value funds vs. intermediate treasury bond funds, thinking about management issues in your 80s (and your parents), and what we have learned about leverage in portfolios since 2020.

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:

Rational Reminder video about leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube

Optimized Portfolios -- Beating the market with leverage: How To Beat the Market Using Leverage and Index Investing (optimizedportfolio.com)

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