Episode 214: Tilting At Dragons, Common Mistakes And Getting Back To Theoretical Risk Parity

Oct 19, 2022

38:55

In this episode we answer emails from Harvey (a large rodent), MyContactInfo and Mark. We discuss the Dragon Portfolio and managed futures funds like DBMF, reprise Episode 202, some common mistakes of amateur investors, reverse mortgages (briefly), and how we have incorporated and modified classic and theoretical risk parity principles.

Links:

Recent Interview of Andrew Beer (DBMF): 214 Systematic Investor Series ft. Andrew Beer – October 16th, 2022 | Top Traders Unplugged

Harvey's First Link re Dragon Portfolio: How to Build a Recession-Proof Investment Portfolio (w/ Danielle DiMartino-Booth & Chris Cole) - YouTube

Harvey's Second Link re Dragon Portfolio: How to Build the Dragon Portfolio - YouTube

In Pursuit of the Perfect Portfolio book: In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest by Andrew W. Lo (goodreads.com)

CFA Manual Chapter re Risk Parity: chapter-4-from-managing-multiasset-strategies-2018.pdf (callan.com)

Early Retirement Now Gold Study: Using Gold as a Hedge against Sequence Risk – SWR Series Part 34 – Early Retirement Now

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