Episode 394: More Fun With Large Cap Growth Funds And Some Salient Portfolio Comparisons
Jan 16, 2025
Listeners dive into the intriguing world of large-cap growth funds, both domestic and international. The hosts tackle the complexities of portfolio diversification amid geopolitical tensions. They humorously critique the oversimplified personal finance narratives saturating the market. Discussion also includes the evolution of investment strategies, promoting data-driven choices like the golden ratio portfolio. Plus, the 'Dude' shares his ongoing gambling woes with his Sixty Sixty Portfolio, adding a lighthearted twist to the financial insights.
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International Large Cap Growth ETF
Consider IDMO, an international momentum ETF, for large-cap growth exposure.
It's cap-weighted, performs well, and has a low expense ratio.
insights INSIGHT
US Dominance in Large Cap Growth
U.S. equities dominate the large-cap growth space globally.
International diversification in this area may not be as effective.
volunteer_activism ADVICE
Portfolio Evaluation
Use Portfolio Charts' Portfolio Matrix to compare portfolios on various metrics.
In this episode we party with some of the regulars and answer emails from Pete, Tracey, Ralph and Alexi (a/k/a the "Dude"). We discuss domestic and international large cap growth funds, why we prefer portfolios that due comparatively better when using long series data analyses and not their associations with particular guru people, how the Golden Ratio portfolio relates to the 60/40 portfolio, whether you'll see me on Bluesky or most other social media ("no"), and the Dude's continued gambling problems with his Sixty Sixty Portfolio.
Can you really diversify your portfolio internationally without getting tangled in global market correlations and geopolitical webs? On this episode of Risk Parity Radio, we promise to unravel the mysteries of international large-cap growth ETFs and share insights on navigating beyond U.S. equities with flair. Listener Pete joins us from an airport terminal, seeking our expertise on innovative sectors like tech and semiconductors. We dissect options such as IMTM and EMQQ, weighing their benefits and risks, particularly in the context of Chinese equities. We keep things lively with a light-hearted approach to managing personal finance, reminding you that while investing is serious, there's always room for a bit of humor and creativity.
Switching gears, we ditch traditional portfolio strategies and explore modern frameworks for reducing retirement drawdowns. By harnessing tools like Portfolio Charts, we dive into strategies like the Golden Ratio and Golden Butterfly, comparing them to the old-school 60-40 portfolios. Our aim is to empower you to base decisions on data, not outdated norms. We also discuss the role of growth ETFs in deaccumulation, and venture into the world of innovative portfolios like the 60-60 model, while examining the influence of social media on investing. Throughout, we champion independent thinking and celebrate the vibrant contributions of our engaged community.
Risk Parity Radio