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Risk Parity Radio
Episode 342: Portfolio Charts Metrics, Cockroaches, Account Transfers And Portfolio Reviews As Of May 24, 2024
May 26, 2024
24:03
Snipd AI
Topics include Portfolio Charts matrix and metrics, analysis of Cockroach portfolio approach, timing 401k to IRA transfer, reasons for keeping traditional IRAs, and weekly portfolio reviews of sample portfolios
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Quick takeaways
- Standard deviation is influenced by stock allocations, focus on safe withdrawal rates & drawdowns for portfolio evaluation.
- Critique Cockroach Portfolio for complex asset allocation, advocate data-driven metrics over arbitrary percentages for effective portfolios.
Deep dives
Understanding Safe Withdrawal Rates and Standard Deviation in Risk Parity Portfolios
In the podcast episode, the host, Frank Vasquez, discusses a listener's query regarding safe withdrawal rates and standard deviation in their portfolio. Frank explains that while standard deviation is important, it is largely influenced by the percentage of stocks in the portfolio, with higher stock allocations leading to higher standard deviation. He emphasizes that standard deviation may not be as significant as factors like safe withdrawal rates and maximum drawdown depth and length when evaluating portfolio performance over time.
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