Episode 272: More On DBMF, A Frolic And Detour Into Rowing, Asset Location Basics And Portfolio Reviews As Of June 30, 2023
Risk Parity Radio
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Leveraged Portfolios
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
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