Episode 309: Shifting Allocation Strategies, Preferred Shares, Correlation Issues And Principles -- And High Jinks!

Dec 31, 2023

44:34

In this episode we answer emails from Slippery Steve, Keith, Brian, and Kyle. We discuss a momentum allocation strategy called "the 12% Solution" and complex allocation strategies in general, preferred shares and preferred shares funds, notions about correlations from Rick Ferri's All About Asset Allocation book (pub. 2005 and 2010), putting the Simplicity Principle in it's proper context (not the first priority), and a fun listener-provided sound clip.

Link:

Father McKenna Center Donation Page: Donate - Father McKenna Center

Duke Research Paper re Stock Market and Treasury Bond Correlations: delivery.php (ssrn.com)

Morningstar Analysis of PFFD: PFFD – Portfolio – Global X US Preferred ETF | Morningstar

Morningstar Analysis of JNK: JNK – Portfolio – SPDR® Blmbg High Yield Bd ETF | Morningstar

All About Asset Allocation (2010): All About Asset Allocation, Second Edition: Ferri, Richard A. A.: 9780071700788: Amazon.com: Books

Kyle's Rodney Dangerfield Clip: Then, Sell Sell Sell - Caddyshack (youtube.com)