Risk Parity Radio
Episode 349: Introducing O.P.T.R.A., a "Trogdor Portfolio"
Jul 3, 2024
Explore the new O.P.T.R.A. portfolio with unique funds for diversified exposure. Learn about rebalancing strategies based on Federal Reserve rate changes. Discover the performance of this 'Trogdor portfolio' through backtests and comparisons.
33:50
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Quick takeaways
- O.P.T.R.A. incorporates diversification in stocks, bonds, and alternatives with strategic allocation principles.
- The Optra portfolio focuses on symbols like UPRO, AVGV, GOVZ, GLDM, and DBMF for unique exposures and outcomes.
Deep dives
Introduction to the New Portfolio - Optra
The podcast episode introduces a new portfolio named Optra, consisting of five funds: UPRO, AVGV, GOVZ, GLDM, and DBMF. The portfolio aims to incorporate new ideas and best practices while emphasizing principles like diversification, macro allocation, and simplicity. Each fund represents a different concept like leveraging (UPRO), value tilts and quality overlay (AVGV), extended duration bonds (GOVZ), gold exposure (GLDM), and managed futures (DBMF). The portfolio proportions are set at 50% stocks, 25% bonds, and 25% alternatives.
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