Episode 258: Stable Value Funds, Elder-Age Considerations, Learning About Leverage, And Our Portfolio Reviews As Of April 28, 2023

Apr 30, 2023

36:48

AI Chapters

Episode notes

Introduction

2min

Fixed Income in a 401k

2min

The Different Types of Investments

4min

How to Make a Mistake

2min

How to Plan for Retirement in Your 80s

2min

The Importance of Planning for Retirement

3min

How to Manage Your Investments

3min

How to Use Leveraged Portfolios for Retirement

2min

How to Build a Leverage Portfolio

4min

10.

How to Use Leverage to Improve a Safe Withdrawal Rate

3min

11.

The Weekly Portfolio Reviews

6min

12.

The Accelerated Permanent Portfolio

4min

13.

How Much Time Do You Spend Dealing With TPS Reports?

3min

In this episode we answer emails from Bob (one of the famous Bobs), Mitchell and Davis. We discuss stable value funds vs. intermediate treasury bond funds, thinking about management issues in your 80s (and your parents), and what we have learned about leverage in portfolios since 2020.

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

Additional links:

Rational Reminder video about leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube

Optimized Portfolios -- Beating the market with leverage: How To Beat the Market Using Leverage and Index Investing (optimizedportfolio.com)