Episode 383: The New I-Fund, A Pinwheel, Alternate Management And Portfolio Reviews As Of November 29, 2024
Dec 1, 2024
In this lively discussion, the hosts unpack listener inquiries about the new international fund in the federal TSP, highlighting its recent shifts. They dive into the innovative Pinwheel Portfolio and explore diverse investment strategies, emphasizing the importance of adaptability. Analyzing eight sample portfolios adds depth, while the impact of the US dollar on international investments sheds light on potential opportunities. With humor and professional insights, they navigate rebalancing strategies and the quirks of asset trends, making personal finance feel accessible.
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insights INSIGHT
International Fund Performance
International fund performance is mainly affected by the US dollar's value.
A stronger dollar leads to international underperformance, and a weaker dollar leads to outperformance.
volunteer_activism ADVICE
TSP Investing
Hold most of your TSP assets in the C fund for stocks.
Diversify with other stock funds outside of the TSP.
volunteer_activism ADVICE
Portfolio Comparison
Use multiple calculators and datasets to compare portfolios.
This avoids overfitting and ensures consistent performance.
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In this episode we answer emails from James, Van and Michael. We discuss the new international fund in the federal TSP, the Pinwheel Portfolio and the Portfolio Matrix Tool, and variations in portfolio management with the Golden Butterfly portfolio.
And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.
Imagine stepping into a world where personal finance feels as cozy and welcoming as your favorite neighborhood bar. On this episode of Risk Parity Radio, hosted by Frank Vasquez, we tackle James' inquiry about the iFund in the Thrift Savings Plan, delving into its recent shifts, and why you might want to consider the C fund or other diversification paths beyond the TSP. The conversation takes an intriguing turn as we discuss how the mighty US dollar sways international investments, urging you to broaden your horizons for potentially richer outcomes.
Join us for a colorful exploration of investment portfolios like the All-Seasons, Golden Butterfly, Golden Ratio, and Risk Parity Ultimate, each with their own flair and strategy. We navigate through last week's market waves, noting which portfolios are riding high and those that are weathering the storm. Venturing into the more adventurous terrain of leveraged funds, we underscore both the thrill and the risks involved. Frank also shares a touch of personal wisdom from his mother's sayings, reminding us that life's journey is full of unpredictable twists—just like the world of investments. Connect with Frank via email or the Risk Parity Radio website, and remember, while we're here to entertain and inform, your financial decisions deserve tailored advice from your trusted experts.
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