Episode 279: Reviewing Pete's Portfolio, Savaging Buffered Funds And Other Malfeasance

Aug 3, 2023

27:18

AI Chapters

Episode notes

Introduction

2min

How Many Lumps Do You Want?

6min

UPRO: A Portfolio With a Leverage Component

2min

The Importance of Diversification in International Funds

3min

How to Build a Perfect Portfolio

3min

TJUL: The New Buffer ETFs

2min

Why Buffered ETFs Exist

2min

The History of Structured Buffered Complex Products

2min

The Nonsensical Ravings of a Lunatic Mind

2min

10.

The Safe and Perpetual Withdrawal Rates in Portfolio Visualizer

5min

In this episode we open up Season Four by answering emails from Pete, Arnold and Igor. We discuss Pete's slightly levered Golden Ratio type portfolio, TJUL and buffered funds generally and a Portfolio Visualizer anomaly. It's Shplendid!

Links:

Optimized Portfolio Article re UPRO and other leveraged ETFs: The 9 Best Leveraged ETFs To Enhance Portfolio Exposure (2023) (optimizedportfolio.com)

EDV and ZROX Comparison: ZROZ vs. EDV ETF Comparison Analysis | etf.com

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

Barry Ritholtz Article re TJUL: My New ETF: 100% of Upside + 0% of Downside - The Big Picture (ritholtz.com)

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