How to Maximize a Proposed Safe Withdrawal Rate

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The sweet spot for equity allocations is somewhere between 40 and 70% in equities. A study by Karsten Yesca determined that adding 10 to 15% in gold in a kind of standard stock bond portfolio did tend to improve its safe withdrawal rate characteristics. But beyond rules of thumb you do need to look at what's in the portfolio overall.

In this episode we answer emails from Anonymous, Jeffrey and Anderson. We discuss locations for putting gold in various accounts, rant about the physical gold racket, discuss theoretical and practical risk parity portfolios, and talk about short and long term treasuries.

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:

Justin's Video Re Asset Swaps: How to Do an Asset Swap - YouTube

Justin's Video Re The Portfolio Visualizer Fund Factor Tool: How to Use the Fund Factor Regression Tool on Portfolio Visualizer - YouTube

Risk Parity Chronicles YouTube Channel: Risk Parity Chronicles - YouTube

CFA Institute Manual -- Risk Parity Chapter: chapter-4-from-managing-multiasset-strategies-2018.pdf (callan.com)

Early Retirement Now Article about Gold: Using Gold as a Hedge against Sequence Risk – SWR Series Part 34 – Early Retirement Now

Sonia's Crystal Ball Video: Crystal ball gazing, how to use a Crystal Ball ~ How to Scry with a Crystal Ball ~ by Sonia Parker - YouTube

EconoMe Conference: Our Speakers - EconoMe (economeconference.com)