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In this episode we answer emails from Alexi (Dude!), Yangon and Brett. We discuss the momentum factor (again), mid-cap funds and other fund characteristics that are lacking in meaning for the purposes of diversification, financial advisor certifications and investing in BDCs (Business Development Companies).
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:
EconoMe Conference: EconoMe Conference - March 17th-19th, 2023
DFA Article About Momentum Strategy Funds: Have Investors Benefited from Momentum Strategies? | Dimensional
Momentum Funds Correlation Matrix: Asset Correlations (portfoliovisualizer.com)
Series 65 Licenses Article: Series 65 Definition (investopedia.com)
Series 7 Licences Article: Series 7: Definition and Formula for Calculation, With Example (investopedia.com)
Brett's BDC Article: Credit Is Good: BDC Credit May Be Even Better | Seeking Alpha