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Risk Parity Radio

Episode 328: Rebalancing Leveraged Portfolios, Asset Location Considerations, And All Hail BLAZING SADDLES!

Mar 28, 2024
35:20

In this episode we answer emails from Mark,  Justin, and Cy, and also update our answer to last episode's email from Sean.  We talk about a different approach to Sean's situation, Mark's experiments with leveraged funds, rebalancing and assorted gambling problems, reporting on the sample portfolios at the website, the difficulties of trying to plan "how much" goes in retirement, Roth and ordinary accounts, and a full-on nostalgic Blazing Saddles experience.

Links:

Father McKenna Center Donation Page:  Donate - Father McKenna Center

Mark's Experimental Portfolio Backtest:  https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=3rBetjbWFjRbRZSN6uMuIa

Shannon's Demon Article:  Unexpected Returns: Shannon's Demon & the Rebalancing Bonus – Portfolio Charts

Recent Interview of Value Stock Geek:  Inside the Mind of a Value Investor w/ Value Stock Geek (theinvestorspodcast.com)

Portfolio Charts Portfolio Matrix:  Portfolio Matrix – Portfolio Charts

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