Episode 272: More On DBMF, A Frolic And Detour Into Rowing, Asset Location Basics And Portfolio Reviews As Of June 30, 2023

Jul 2, 2023

43:28

AI Chapters

Episode notes

Introduction

2min

DBMF: A Portfolio Review

3min

How to Trade a Managed Futures Fund

2min

How to Invest in DBMF and KMLM

4min

The Future of Long Term Investments

2min

The Benefits of Investing in Futures Contracts

3min

The Nonsensical Ridings of a Lunatic Mind

2min

The Importance of Rowing

2min

The Power of Curiosities

3min

10.

How to Divide Your Assets Into Tax Sheltered and Taxable Accounts

2min

11.

The Tax Advantages of a Traditional IRA

5min

12.

How to Tax Your Short-Term Bonds

5min

13.

The Dangers of Market Timing

2min

14.

Gold and Butterfly Portfolios

4min

15.

Leveraged Portfolios

5min

In this episode we answer emails from Thurston Howell VI, MyContactInfo and Keith. We discuss DBMF and managed futures funds generally, my family's rapture with the sport of rowing and how to make basic asset location decisions to minimize taxes.

And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional links:

Barry Ritholtz Interview of Andrew Beer (DBMF) (2021): Andrew Beer on the Hedge Fund Industry (Podcast) - Masters in Business - Omny.fm

DBMF Web Page: iMGP DBi Managed Futures Strategy ETF | iMGP Funds

DBMF Current Holdings Link (download): https://partnerselectfunds.com/wp-content/uploads/Holdings/DBMF-Holdings.xlsx

Taxation of Gold -- CNBC Article with links: Gold, silver ETF owners face 28% top tax rate on capital gains (cnbc.com)

Asset Swap Tutorial from Justin/Risk Parity Chronicles: How to Do an Asset Swap - YouTube