Risk Parity Radio Episode 334: Comparative Analyses At PV, Comparative Safe Withdrawal Rates, Foolish Consistencies, And Fee Spats In ETF World
In this episode we answer emails from Kyle, Andrew, Sameer and James. We discuss some portfolio comparisons of levered 60/40 portfolios, interpreting and comparing safe withdrawal rates from various calculators and their practical application in consideration of variable expenses and needs (our 3-1-1 flexible withdrawal plan), the foolish consistencies of DIYer and financial planners who seem to enjoy discouraging retirement spending, and recent articles about Fidelity's spat with some ETF providers.
Links:
Kyle's Portfolio #1: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Kyle's Portfolios #1 and #2: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Kyle's Portfolios #1, #2 and #3: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Golden Butterfly Portfolio -- SWR And Other Characteristics: Golden Butterfly Portfolio – Portfolio Charts
Larry Swedroe Interview About New Book and Factor Investing: ‘Buffett really was not a great stock picker’: Financial researcher Larry Swedroe on how investors can emulate the billionaire investor – NBC Connecticut
Article #1 re Fidelity and Fees: Fidelity Puts Nine ETF Firms on Notice That New Fees Are Looming - Bloomberg (archive.fo)
Article #2 re Fidelity and Fees: Fidelity Adds Surcharge to ETF Platform | etf.com