Episode 280: Kitces And Bernstein (And Bears, Oh My!) And Portfolio Reviews As Of August 4, 2023
Risk Parity Radio
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The Leveraged Portfolio: How to Balance Your Portfolio
The accelerated permanent portfolio is 27.5% of a levered bond fund TMF, 25% of a Levered stock fund UPRO and 22.5% in Gold GLDM. It's up 9.3% year to date, but down 16.69% since inception in July 2020. We're taking $35 out of this from cash for August. Next one is the aggressive 5050, basically half stocks and half bonds. The remaining 5% divided into a volatility fund, any Bitcoin fund, it was down 2.57% for the week. All in all an ugly week, but we can't have positive returns every week now, can we? But now I see
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