Portfolio Management - Is AVGE a Good Fund?

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40% VT. Vanguard all world 20% AVGE. That's a fund of funds from avantas. 5% EDV. Treasury fund from Vanguard. 5%. LTPZ. Tips fund 20% KMLM. that is the Lucas Managed Features Fund. 5% GLDM. Gold and 5% BCD. That is commodities. I would say it looks interesting but there's no way to test this kind of thing long term.

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