How to Make a Mistake

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A typical retirement portfolio is going to have something like between 4 and 10% in short-term instruments. Jack: I don't know what your personal situation is, whether you are accumulating or de-cumulating. But I would treat these things as two separate animals for different purposes. If you're not sure what you're trying to do and just need somewhere to park something for a short period of time, yes, that stable value fund would probably work for that purpose.

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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