Episode 217: Tax Loss Harvesting, Golden Ratio Mania, The Asset Swapping Technique, Portfolio Finding And Todd

Nov 9, 2022

35:33

In this episode we answer questions from Brad, Craig, AnnieMous, and Jack. We discuss new information from Portfolio Charts about tax-loss harvesting bond funds like TLT (and other funds), portfolio construction with the Golden Ratio, the recent popularity of managed futures with the info-sales and marketing crowd, portfolio management with asset swapping between taxable and tax-protected accounts, and REITs in the Portfolio Charts Portfolio Finder.

Links:

Portfolio Charts Tax Loss Harvesting Article: Harvesting the Fall: Why I Sold All My Bonds – Portfolio Charts

Buffett's Alpha Paper: Buffett’s Alpha (tandfonline.com)

Brad's Portfolio Construction Article: How to Balance a Portfolio - (breakingthemarket.com)

Brad's Other Article: Breaking the Market University -

Portfolio Charts Portfolio Finder: PORTFOLIO FINDER – Portfolio Charts

Early Retirement Now SWR Spreadsheet Tool Article and Link: An Updated Google Sheet DIY Withdrawal Rate Toolbox (SWR Series Part 28) – Early Retirement Now