Leveraged Portfolios

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Frank Baskis: The risk parity ultimate portfolio was up 1.54% for the week, it is up 8.93% year to date and up 2.95% since inception in July 2020. Next one is the aggressive 5050, our most levered and least diversified portfolio,. this is 33% in a leveraged stock fund, UPRO, 33%. Third divided into intermediate treasury bonds and preferred shares as ballast. And now we'll be taking $31 out of it for July at a 5% annualized rate, it'll come from cash, which has accumulated. But now I see our signal is beginning to fade. If comments or questions for me, please

In this episode we answer emails from Thurston Howell VI, MyContactInfo and Keith. We discuss DBMF and managed futures funds generally, my family's rapture with the sport of rowing and how to make basic asset location decisions to minimize taxes.

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:

Barry Ritholtz Interview of Andrew Beer (DBMF) (2021): Andrew Beer on the Hedge Fund Industry (Podcast) - Masters in Business - Omny.fm

DBMF Web Page: iMGP DBi Managed Futures Strategy ETF | iMGP Funds

DBMF Current Holdings Link (download): https://partnerselectfunds.com/wp-content/uploads/Holdings/DBMF-Holdings.xlsx

Taxation of Gold -- CNBC Article with links: Gold, silver ETF owners face 28% top tax rate on capital gains (cnbc.com)

Asset Swap Tutorial from Justin/Risk Parity Chronicles: How to Do an Asset Swap - YouTube

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