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Risk Parity Radio

Episode 219: The Ins And Outs Of Buffered Funds, Gold and Bond Ladders

Nov 23, 2022
34:30

In this episode we answer emails from Uday, Rick,  Anderson and Jacques.  We discuss Giving Tuesday and the Father McKenna Center, new tutorials at Risk Parity Chronicles about asset swaps and wash sales, buffered ETFs and scandalous structured products, why we still love gold (a little), getting exposure to small cap value -- yada, yada, yada -- and bond ladders vs. bond funds.

Links:

Father McKenna Center Homepage:  Home - Father McKenna Center

Father McKenna Center Giving Page:  Donate - Father McKenna Center

Risk Parity Chronicles Asset Swap Post And Tutorials:  Risk Parity Basics: Asset Swaps and the Important Wash Sale Rule (riskparitychronicles.com)

Analysis of Buffered Fund BSEP:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Portfolio Charts "Ingredients" Article:  Three Secret Ingredients of the Most Efficient Portfolios – Portfolio Charts

Morningstar Analyzer:  VEXMX – Portfolio – Vanguard Extended Market Index Investor | Morningstar

Ben Carlson Article:  Owning Individual Bonds vs. Owning a Bond Fund (awealthofcommonsense.com)

Finance Buff Article:  Two Types of Bond Ladders: When to Replace a Bond Fund or ETF (thefinancebuff.com)

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