The Golden Butterfly Portfolio

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Bryan writes, i know this isn't your bread and butter, but i was hoping you might have some insight from your experience with leveraged e t f and back testing. As someone accumulating and 30 plus years to retirement, how do you feel about adding around 20 % leverage to an all equity portfolio using s s o or u pro until closer to retirement? Well, brian, minimal work is what i'm all about in my dotage here, when you haven't got the knack of being idly rich,. You see, y should do like me, just snooze and dream man snows. The pleasures are unlimited.

In this episode we answer emails from Mitchell, Alexi (Dude!), Brian and Daniel. We discuss how to identify similar funds for tax loss harvesting, concentrations and "bad decades", leveraged ETFs in accumulation, using risk-parity portfolios for intermediate accumulations, and withdrawing in retirement from a Golden Butterfly portfolio.

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:

Portfolio Visualizer Asset Correlation Tool: Asset Correlations (portfoliovisualizer.com)

PHYS ETF page and description: PHYS Keep More of What You Earn (sprott.com)

Ben Felix Video About Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube

Optimized Portfolio website: Optimized Portfolio - Investing and Personal Finance

"Buffett's Alpha" White Paper: Buffett’s Alpha (tandfonline.com)