How Do You Manage Your Assets?

6min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

Purdy: This is a fairly peculiar 457B plan you're dealing with, but I suppose a lot of these 457B plans are kind of peculiar. It makes sense to put a lot of your cash and short-term instruments in there, because it's got to come out and cash anyway. The difficulty is trying to describe one idea or method that would cover the different types of retirement accounts everyone has.

In this episode we answer two looooong emails from Mark and Andreas. We discuss Mark's quandaries with a 457 plan and Andreas's Risk Parity fever brought on by topics that include how to choose ETFs for each asset class, leverage in bond funds, TIPS, a proposed portfolio, other alternatives like long-short, market neutral and options strategies and musings about taxes and currency exposures. And then we conclude with Polo Hofer.

Links:

Father McKenna Center donation page: Donate - Father McKenna Center

Risk Parity Chronicles video tutorial on asset swapping: How to Do an Asset Swap - YouTube

Risk Parity Chronicles series on TIPS: Eight Observations About TIPS (riskparitychronicles.com)

ETF Database: ETF Database: The Original & Comprehensive Guide to ETFs (etfdb.com)

Bloomberg Presentation on Asset Classes in Inflationary Environments: MH201-SteveHou-Bloomberg.pdf (markethuddle.com)

Vanguard Commodities Paper: Commodity investing and its role in a portfolio (vanguard.com)

Antti Ilmanen books: Books by Antti Ilmanen (Author of Expected Returns) (goodreads.com)

EconoMe Conference: EconoMe Conference - March 17th-19th, 2023