Risk Parity Radio

In this episode we answer emails from Alexi (Dude!), Yangon and Brett.  We discuss the momentum factor (again), mid-cap funds and other fund characteristics that are lacking in meaning for the purposes of diversification, financial advisor certifications and investing in BDCs (Business Development Companies).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: EconoMe Conference:  EconoMe Conference - March 17th-19th, 2023DFA Article About Momentum Strategy Funds:  Have Investors Benefited from Momentum Strategies? | DimensionalMomentum Funds Correlation Matrix:  Asset Correlations (portfoliovisualizer.com)Series 65 Licenses Article:  Series 65 Definition (investopedia.com)Series 7 Licences Article:  Series 7: Definition and Formula for Calculation, With Example (investopedia.com)Brett's BDC Article:  Credit Is Good: BDC Credit May Be Even Better | Seeking AlphaSupport the show

In this episode we answer a trio of emails from MyContactInfo and a piece de resistance from Eric.  We discuss why complicated financial products are bad for you, Peter Bernstein's books and what Paul Volcker had to say about gold, and spurious histories of money.  And we celebrate our inanity and insanity with Eric.Links:Power of Gold book:  The Power of Gold: The History of an Obsession: Bernstein, Peter L., Volcker, Paul A.: 9781118270103: Amazon.com: BooksLink to Campbell Harvey article:  Gold, the Golden Constant, and Déjà Vu (cfainstitute.org)Peter Zeihan video about monetary systems:  Global Currency: The Dollar Ain't Going Nowhere - YouTubeSupport the show

In this episode we answer emails from Trey, Nita, Christy and Keith.  We discuss considerations in bond fund selections (see also Episodes 14 and 16) and the specific fund IEI, timing for transitioning to your retirement portfolio, classifying the Sample Portfolios by intended purposes, and a new tool for analyzing portfolios with managed futures.And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. Additional link:  Keith's Link to the new tool:  Portfolio Builder - Dunn CapitalSupport the show

In this episode we answer emails from MyContactInfo, Cy, Alexi (Dude!) and Chris.  We discuss value vs. growth factors, assisting children with investing and inheritances, momentum factor investing and the fund QMOM, and the best audience available.Links: QMOM and MTUM asset correlations:  Asset Correlations (portfoliovisualizer.com)QMOM Performance:  QMOM – Alpha Architect US Quantitative Momt ETF – ETF Stock Quote | MorningstarMTUM Performance:  MTUM – iShares MSCI USA Momentum Factor ETF – ETF Stock Quote | MorningstarBloomberg Presentation on Asset Classes in Inflationary Environments:  MTUM – iShares MSCI USA Momentum Factor ETF – ETF Stock Quote | MorningstarSupport the show

In this episode we do an annual review of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.   We compare them with standard funds including VBIAX (60/40), VWENX, VWIAX, risk parity funds including RPAR and UPAR, and ultra-diversified funds including AQRIX and QDSIX.  And we conclude with some take-away thoughts from this disaster of a year as predicted by Quasimodo.Additional links:Risk Parity Chronicles Resource Page:  Resources - Risk Parity ChroniclesRPAR and UPAR Descriptions:  RPAR Risk Parity ETF (rparetf.com)AQRIX Fund Page:  AQR Multi-Asset Fund - AQRIXQDSIX Fund Page:  AQR Diversifying Strategies Fund - QDSIXSupport the show

In this episode we answer emails from MyContactInfo, Mark and Eric.  We discuss rowing machines, the infernal JEPI and other heavily marketed financial products, and what to do as a DIY investor for legacy investing.  Happy Holidays!Support the show

In this episode we answer emails from Drew, Sad Fientist and Popeye.  We discuss managed futures and the fund BLNDX, intermediate treasury bonds and general bond considerations and record keeping for the sample portfolios.  And throw in some Talladega Nights gold fleece diaper-dom along the way.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:Father McKenna Center Donation Page:  Donate - Father McKenna CenterBLNDX Information Pages:  Standpoint Multi-Asset Fund - Documents (filepoint.com)Portfolio Charts Article Re Tax-Loss Harvesting TLT:  Harvesting the Fall: Why I Sold All My Bonds – Portfolio ChartsSupport the show

In this episode we answer emails from Bradley, Chris and Andreas.  We discuss traditional versus Roth considerations in retirement accounts, REITs, some risk parity fundamentals about the interplay between asset classes and macroeconomic environments and how that relates to correlations, a recent risk parity backtest to 1926 and the real reasons to use small cap value allocations.  I'm telling you, fellas, you're gonna want that Cowbell!Links:REIT Sectors and Directory:  REIT Sectors | NareitEpisode 5 Bridgewater Article on Risk Parity Fundamentals:  Microsoft Word - 2009.12 AW Info Pack.doc (granicus.com)Early Retirement Now Article re Small Cap Value:  My thoughts on Small-Cap and Value Stocks – Early Retirement NowAnalysis of Small-Cap Value vs. Total Market since 1972:  Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)Bloomberg Presentation re Performance of Various Asset Classes in Inflationary Environments:  MH201-SteveHou-Bloomberg.pdf (markethuddle.com)Merriman Podcast (12/21/2022) on Small Cap Value Stocks:  10 reasons small-cap value can make you richer - Paul MerrimanSupport the show

In this episode we answer emails from Alexi (a/k/a "the Dude"), Matt and Daniel.  We talk about Alexi's Dragon-style portfolio experiments (and provide links), market orders vs. limit orders and miscellaneous trading advice, and the evolution of DIY investing with ETFs and other funds since 2011.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:Alexi's Dragon-style portfolios:  Alexi's Portfolio Asset Allocation (portfoliovisualizer.com)Alexi's Dragon-style portfolios with longer data-set funds:  Alexi's Portfolio Asset Allocation (Proxy Funds) (portfoliovisualizer.com)Support the show

In this episode we answer emails from Charlie, Jimi and Freya.   We provide explanations of the concepts of rebalancing and reallocation, talk about a listener's favorite sound clip and about creating a simple starter portfolio for a very small U.K. investor.  And we take a poke at the new Morningstar report on retirement forecasting and projected safe withdrawal rates, and the vast changes they made from last year.Links:New Morningstar Report:  2022 Retirement Withdrawal Strategies Report | MorningstarMichael Kitces Optimal Rebalancing Article:  Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)Ernest P. Worrell:  Ernest P. Worrell - WikipediaJim Varney:  Jim Varney - Wikipedia"Hey Vern It's Earnest" Clip:  Hey Vern It's Ernest.m4v - YouTubePaul Merriman "Sound Investing" Podcast on Portfolio for Grandchild:  How to Create a Financial Legacy for a Child - Sound Investing | Podcast on SpotifyPortfolio Charts "My Portfolio" Analyzer:  MY PORTFOLIO – Portfolio ChartsISVL Fund Page:  iShares International Developed Small Cap Value Factor ETF | ISVLSupport the show