Episode 347: Levered Small Caps, Cash Management Issues, Comparing Bond Fund Durations And Portfolio Reviews As Of June 21, 2024

In this episode we answer emails from Steven, Kaleb and Reynolds.  We discuss a levered small cap fund (SAA), short-term cash management and related ETFs, and how to compare and use bond funds of differing durations.

And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional links:

ETF Database -- Ultra Short Term Bond Funds:  The Web's Best ETF Screener | ETF Database (etfdb.com)

Morningstar Article on BOXX:  BOXX ETF Promises T-Bill Returns Without Taxable Income | Morningstar

Morningstar Analysis of IEF:  IEF – Portfolio – iShares 7-10 Year Treasury Bond ETF | Morningstar

Kitces Re-balancing Article:  Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)

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