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Risk Parity Radio

Episode 108: More Emails, Rebalancing, Crystal Ball Follies And Weekly Portfolio Reviews As Of July 16, 2021

Jul 18, 2021
33:59

In this episode we start by addressing emails from Eric, Gareth, Jeff and Randy about transitioning with a high savings rate, data sources at portfoliovisualizer and portfoliocharts, Chinese A shares ETFs, and capital gains tax issues.  Then we do our weekly portfolio reviews of the seven sample portfolios at Portfolios | Risk Parity Radio

After that we have some fun smashing some crystal balls discussed in a CNBC article and talk about more rebalancing.  Yeah, baby, yeah!

Links:

Portfolio Visualizer Data Sources:  Frequently Asked Questions (portfoliovisualizer.com)

Portfolio Charts Data Sources:  Search Results for “data sources” – Portfolio Charts

KBA Correlation Analysis:  Asset Correlations (portfoliovisualizer.com)

CNBC Article re Crystal Ball Failures:  The mystifying bond market behavior could last all summer (cnbc.com)

Optimized Rebalancing Article:  Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)


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