4min chapter

Risk Parity Radio cover image

Episode 278: Closing Out Year Three With Our Annual Rebalancings

Risk Parity Radio

CHAPTER

VIXM: A Long-Short Fund With Positive Returns

The volatility fund VIXM was down about 30 to 40%. We decided to get rid of it and instead use a long short fund called BTAL. It buys low beta stocks, which are like value stocks, and then sells growth stocks or high beta stocks. The portfolio has been recovering quicker than the others with the growth tilt it's had to it,. But now I see our signal is beginning to fade.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode