Risk Parity Radio
Episode 399: A Good Deed Shining In A Weary World, Thoughts On Hoarding, Preferred Shares, Gold And Portfolio Reviews As Of January 31, 2025
Feb 2, 2025
Celebrate Groundhog Day with insightful discussions on charitable giving and the innovative McKenna Man portfolio. Explore the balance between preferred shares and REITs, and dive into the quirky world of financial hoarding. Delve into the thought-provoking relationship between money and personal satisfaction, highlighting the importance of experiences. Plus, enjoy entertaining portfolio reviews and lighthearted analyses of market trends, including the intriguing concepts of gold investments and a unique Bitcoin-gold ETF strategy.
43:29
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Quick takeaways
- Ron proposes a new equity-based portfolio to support the Father McKenna Center, highlighting the intersection of charitable giving and investment strategy.
- The discussion critiques clients' hoarding behavior, emphasizing that wealth should enhance life quality through experiences and charitable donations rather than mere accumulation.
Deep dives
Exploring Portfolio Allocations and Charity Support
The episode features a discussion about portfolio allocations, highlighting a listener, Ron, who proposes creating a new equity-based portfolio to support the Father McKenna Center. His suggested allocations include 70% in total market, 20% in small cap, and 10% in international equities, with an annual withdrawal rate of 8%. The host expresses excitement about this idea, noting how it reinforces their commitment to charitable actions while also providing an experimental approach to portfolio management. This engagement with the audience underscores the community aspect of the podcast, where listeners are encouraged to think critically about their investments and their impact.
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