Episode 395: Canadian Dilemmas, Total Market vs. Large Cap Growth, Gambling Problems And Portfolio Reviews As Of January 17, 2025
Jan 19, 2025
Discover the challenges that Canadian investors face when locating suitable index funds and the costs of currency conversion. Enjoy a lively debate about the differences between Tina Turner and Creedence Clearwater Revival. Explore effective strategies for accessing global markets using platforms like Interactive Brokers. Understand how large-cap funds relate to overall diversification and performance while critiquing common misconceptions in investment practices. Tune in for practical insights and a dash of musical nostalgia.
35:17
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volunteer_activism ADVICE
Investing for Canadians
Consider Interactive Brokers for access to global markets if Canadian funds are limited.
This approach offers broader diversification than the Canadian market.
question_answer ANECDOTE
Podcast Platform Issues
Gary reported podcast playback issues on Apple but not other platforms.
Frank explained the distribution process and recommended YouTube or the RSS feed as alternatives.
insights INSIGHT
Large-Cap Fund Correlations
Large-cap U.S. funds like VTI/VOO are highly correlated with large-cap growth and blend funds.
Focus on macro allocation and diverse asset classes rather than minute fund differences.
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In this episode we answer emails from Paul (from Canada), Gary, Ben and Alexi (a/k/a "the Dude"). We discuss finding funds for Canadians, podcast outlet alternatives, the similarities between S&P 500, total market and large cap growth funds and how they can perform the same role in a diversified portfolio, and a gnarly Alpha Exchange podcast about leveraged funds (which the Dude and I both misidentified as "Alpha Architect".) And the Creedence vs. Tina Turner versions of "Proud Mary."
And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.
Unlock the secrets of successful portfolio diversification on this episode of Risk Parity Radio. Whether you're navigating the Canadian stock market maze or strategizing with U.S. index funds, our conversation will equip you with the tools to conquer currency conversion challenges and leverage international market access through platforms like Interactive Brokers. We share strategies to optimize your asset mix by combining large cap growth with small cap value funds for a truly diversified and resilient portfolio.
Ever wondered how to differentiate between total market funds and large cap growth funds? Our discussion sheds light on their high correlation and recent performance trends, urging investors to focus on macro allocation principles and informed bond choices rather than getting lost in the minutiae of fund selection. Discover how pairing assets with varying volatilities and correlations can lead to a more robust investment strategy that withstands market turbulence.
Dive into the world of leveraged ETFs and learn about the risks lurking behind these financial instruments. We dissect insights from the Alpha Exchange podcast, stressing the importance of liquidity in minimizing systemic risk. As we share our weekly portfolio reviews, you’ll gain valuable insights into market performance and the art of strategic rebalancing. From conservative to dynamic portfolios, we offer a comprehensive look at maintaining diverse asset allocations to optimize growth and stability. Reach out with your questions and explore our website for more resources on mastering the investment landscape.
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