Risk Parity Radio

Episode 61: An Analysis Of NTSX As Suggested By Listeners Brandy And Andy (Part Two)

Mar 3, 2021

22:52

In this episode we complete our analysis of NTSX, the WisdomTree 90/60 U.S. Balanced Fund, using David Stein's Ten Questions to Master Investing:

1. What is it?
2. Is it an investment, a speculation, or a gamble?
3. What is the upside?
4. What is the downside?
5. Who is on the other side of the trade?
6. What is the investment vehicle?
7. What does it take to be successful?
8. Who is getting a cut?
9. How does it impact your portfolio?
10. Should you invest?

Links: WisdomTree 90/60 Balanced Fund Information Page: NTSX - WisdomTree 90/60 U.S. Balanced Fund

NTSX Basic Statistics: wisdomtree-fi-export-statistics-ntsx.pdf

Correlation Analysis of NTSX: NTSX Asset Correlations

Backtest Comparison of Simple NTSX-Based Risk-Parity Style Portfolio: Backtest NTSX Portfolio Comparison

Backtest Comparison of Synthetic NTSX-Based Risk Parity Style Portfolio: Backtest Synthetic NTSX Portfolio Comparison

Episodes 12 and 40 about gold:

Episode 12

Episode 40

Laminar Capital Man