Episode 372: Using The Force To Love Gold And Databases, And Portfolio Reviews As Of October 18, 2024

Oct 20, 2024

Dive into the fascinating world of gold investments and tax implications! Discover the best account types for holding gold ETFs, and learn why gold is considered a defensive asset. The hosts tackle listener questions about financial databases for portfolio backtesting, offering insights into the importance of using robust data for analysis. Plus, enjoy a thorough review of various sample portfolios, sprinkled with light-hearted anecdotes and practical tips for maximizing investment strategies.

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Intro

00:00 • 2min

Engaging Listener Questions and Charitable Contributions

01:43 • 3min

Navigating Historical Data for Portfolio Construction

05:02 • 4min

Navigating Gold Investments: Tax Considerations and Account Types

09:30 • 3min

Investing Insights: Portfolios and Performance

12:03 • 12min

In this episode we answer emails from Lucas, Hannelore and Joe. We discuss databases, where to put your gold ETFs and how it is taxed, and a modelling recommendation for testfol.io and modelling OPTRA.

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

Additional links:

Father McKenna Center Donation Page: Donate - Father McKenna Center

Ken French Database Page: Kenneth R. French - Data Library (dartmouth.edu)

Portfolio Charts Portfolio Matrix: Portfolio Matrix – Portfolio Charts

Investopedia Article About Taxation of Gold and Collectibles: How Collectibles Are Taxed (investopedia.com) (See also notes to Episode 303).

Joe's UPRO Model: testfol.io/?d=eJytkF9LwzAUxb9KuQ8%2BVakrCBaGDP%2BgIFg2BccY5drcdtE0mWnaKqPf3dtWZhH2tjwl5NxzfufuIFfmDVWMFosSoh2UDq1LBDqCCMAH0mL0Gn5rVBCdB3x8QPGeSJ0pdNJoiDJUJfmQYrnJlGkgCv4eSWbpk32WhFZ9s5s1SkmdJ43UotNeBK0PW2NdZpQ0jLPagcaiy148FBVnkPBe4vkTz0pdU%2BluZC0FI7LW2YqDLXEb1Cnd%2FctyMv0gO3gO9841Xj7Prx6n4cntNDi7nLBuSzYl7fp%2B7doHYTHnFq2%2FRwm%2FvH7Oa6TbeJpyrl6T17U8KtcYJgx6gr3gera4fx0LTieHcGepq1AddW2%2FXodWtW5%2FALcmxls%3D

Amusing Unedited AI-bot Summary:

Unlock the secrets to smarter investing with us at Risk Parity Radio! What if understanding the complexities of asset allocation could transform your investment strategy? That's exactly what we explore as we tackle Lucas's burning question about robust databases for backtesting historical financial data. With a sharp focus on resources like the Fama French database, Bogleheads, and Portfolio Visualizer, we emphasize the power of broad asset class data over individual tickers. Plus, we highlight how using multiple tools, including the nifty Portfolio Matrix at Portfolio Charts, can lead to consistent, reliable investment results.

As we navigate the world of investing, we sprinkle in humor with a ferry trip anecdote that doubles as a clever metaphor for strategic thinking in finance. With insights on choosing between traditional IRAs, Roth IRAs, and brokerage accounts, we spotlight listener Joe's stellar contribution on leveraging funds and performance modeling using the Testfolio tool. Our lively discussion doesn't end there; tune in for our weekly portfolio performance reviews, featuring everything from small-cap value stocks to gold and treasury bonds. We won't leave you guessing about sample portfolios like the All Seasons and Golden Butterfly, as we break down their substantial returns and year-to-date gains. Packed with practical advice and engaging stories, this episode is a must-listen for any investor looking to refine their financial approach.

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