Risk Parity Radio

In this episode we answer emails from Connor, Paul and Paul Z.  We discuss a new single bond ETF, Paul's risk parity style portfolio and AVUV vs. VIOV.  And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Connor's Article:  Single-Bond ETFs Solve Some Key Investing Problems (wealthmanagement.com)Analysis of Paul's Portfolio and Alternatives:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)Interview of Eduardo Repetto:  Episode 43: Bogleheads on Investing – guest Eduardo Repetto, host Rick Ferri – Rick Ferri, CFAAVUV Webpage:  AVUV - Avantis® U.S. Small Cap Value ETF | Avantis InvestorsSupport the show

In this episode I answer a question from Charles, who has a terminal illness.  We go off topic and discuss books about dying, examples of people who did it well, and resources for short-term trading.Links:End of Life Series:  Barbara Karnes' End of Life Guideline Series - BK Books – BK BooksThe Five Invitations:  The Book | The Five invitations: What Death Can Teach Us About Living Fully – by Frank OstaseskiTaking Stock:  Jordan Grumet | Welcome to JordanGrumet.comBlue Zones Vitality Test:  True Vitality Test by Blue ZonesSit-Rise Test:  This test could predict how long you will live - YouTubeShadow Trader Site:  ShadowTrader: Daily Market Trading News Stories & Market EducationPeter Reznicek Video: Peter Reznicek - ShadowTraders @ 1pm ET - How I prepare each morning to trade - YouTubeTasty Trade:  tastytrade: A Financial Network for Options & Futures Trading | tastytradeMarket Wizards Books:  market wizards books schwager - Search (bing.com)Big ERN Options Strategy:  Trading like an Escape Artist: How I made money in October trading S&P Futures Options with 2x leverage – Early Retirement NowKelly Criterion:  Kelly Criterion Definition (investopedia.com)Ed Thorp Autobiography:  A Man For All Markets - Edward O. Thorp (edwardothorp.com)Support the show

In this episode we answer emails from Gen, Greg and Nathan.  We discuss how to find funds using a fund screener and why you should not be using the investment account equivalents of blackberries and flip-phones any more, individual REIT selections, and value and growth data sources.   I forgot to mention that the other individual REIT we hold is WY, which invests in timber (and thereby missed another opportunity to play the lumberjack song.)And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. Additional Links:Fund Screener:  Fund Screener (portfoliovisualizer.com)Rob Berger Video About Vanguard's New Fees:  Vanguard Fees Are Going Up -- Here's Why and How to Avoid Them - YouTubeInvestopedia Article -  Value vs. Growth in the S&P 500:  Value or Growth Stocks: Which Is Better? (investopedia.com)Value vs. Growth Over Time:  Canterbury Investment Management - Value versus Growth: A Brief Historical View (canterburygroup.com)DFA Matrix Book:  Matrix+Book+2020.pdf (squarespace.com)Walk For McKenna:  Walk4McKenna - Father McKenna CenterSupport the show

In this episode we answer questions from Andy and Todd.  We discuss the Buy, Borrow, Die Strategy and everything you wanted to know about the Host (or maybe not) and his approach.Links:Luke Burgis Book About Mimetic Theory:  Wanting: The Power of Mimetic Desire in Everyday Life by Luke Burgis | GoodreadsBarking Up The Wrong Tree Book:   Barking Up the Wrong Tree: The Surprising Science Behind Why Everything You Know About Success Is (Mostly) Wrong by Eric Barker | GoodreadsInterview of Rick Ferri About His Portfolio:  Show Us Your Portfolio: Rick Ferri - YouTubeSupport the show

In this episode we answer emails from Micah, Steve and Keith.  We discuss the limit on the usefulness of Sharpe and Sortino ratios, helping out Steve's daughters with building and managing a portfolio for medium-length goals and what else Uncle Frank says to guide his adult kids with ant brains and grasshopper brains and comparing actual performances with Portfolio Visualizer models.Links:Portfolio Visualizer comparison of short term treasuries and gold:  Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)PHYS ETF particulars:   Sprott Physical Gold TrustWalk For McKenna:  Walk4McKenna - Father McKenna CenterSupport the show

In this episode we answer emails from Justus (x2), Anderson and Blake.  We discuss life transitions, what I've learned over an evolving DIY investing career, and Blake's Pathway of FI.  And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. Additional Links:Portfolio Charts Sample Portfolios:  Portfolios – Portfolio ChartsRisk Parity Chronicles Resources Page:  Resources - Risk Parity ChroniclesKitces Four Phases Article:  The Four Phases Of Saving For Retirement (kitces.com)Blake's Article:  Model-Portfolios-for-Every-Financial-Stage.pdf (pathwaytofi.com)Blake's Model Portfolio Construction Paper:  Construction-and-Analysis-of-the-Pathway-to-FI-Model-Portfolios.pdf (pathwaytofi.com)Morningstar Tool With International Fund:  VXUS – Portfolio – Vanguard Total International Stock ETF | MorningstarWalk For McKenna:  Walk4McKenna - Father McKenna CenterSupport the show

In this episodes we answer emails from Alexi (Dude!), Brian, NED(!) and William.  We discuss DBMF and managed futures funds, a 80/10/10 transition portfolio, leverage in accumulation portfolios and adjusting all-stock index fund portfolios.Links:Walk For McKenna:  Walk4McKenna - Father McKenna CenterAndrew Beer (DBMF) Interview:  Jack Bogle of Hedge Funds (guest: Andrew Beer) - Market Huddle Ep.188 - YouTubeBrian's Transition Portfolio Compare To One With More Cowbell:  Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)Ben Felix Video About Leverage:  Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube"Buffett's Alpha" White Paper:  Buffett’s Alpha (tandfonline.com)Support the show

In this episode we answer emails from Karen, Adam and Pankaj.  We revisit China and reserve currencies, discuss cognitive biases, talk about accumulation portfolios, bonds and the Macro Allocation Principle, and about tax loss harvesting bond and gold ETFs.  And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. Additional Links:Ben Felix Video On Leverage:  Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTubeETF Database:  List of All ETFs - Exchange Traded Funds | ETF Database (etfdb.com)TYA ETF Information Page:  TYA Simplify Risk Parity Treasury ETF | SimplifyPHYS Information Page:  Sprott Physical Gold TrustCharity Walk For McKenna:  Walk4McKenna - Father McKenna CenterSupport the show

In this episode we answer emails from Howard, Paxton, Neil and Soo New.  We discuss why financial TV is bad for your financial mind and health, the RISR ETF that invests in interest components of mortgage-backed securities, defense stock ETFs, the JPST ETF and what Soo New might do with her employer pension fund.  It's Weird, Wild Stuff!Links: RISR Information Page:  Rising Rate ETF (RISR) — FolioBeyond ETFsMorningstar Analysis of ITA Defense Stock ETF:  ITA – Portfolio – iShares US Aerospace & Defense ETF | MorningstarJPST Analysis:  JPST – JPMorgan Ultra-Short Income ETF – ETF Stock Quote | MorningstarImmediate Annuity Price/Quote Site:  Immediate Annuities - Income Annuity Quote Calculator - ImmediateAnnuities.comSupport the show

In this episode we answer emails from Davis, Justus and Value Stock Geek.  We discuss how to use extended duration bond funds like EDV, ZROZ and GOVZ, reprise our discussion about life transitions from Episode 71 and veer off into Peter Zeihan and China's demographics.  And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.  Note that I discovered some of my return numbers were wrong (WRONG!) after recording this episode.  They are corrected on the website.Additional Links:Arthur Brooks book:  From Strength to Strength - Arthur C. Brooks (arthurbrooks.com)David Brooks book:  The Second Mountain by David Brooks (goodreads.com)Richard Rohr book:  Falling Upward: A Spirituality for the Two Halves of Life by Richard Rohr (goodreads.com)Peter Zeihan with Meb Faber:  Episode #419: Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward - Meb Faber Research - Stock Market and Investing BlogDisunited Nations book:  Disunited Nations: The Scramble for Power in an Ungoverned World: Zeihan, Peter: 9780062913685: Amazon.com: BooksShock of Gray book:  Shock of Gray: The Aging of the World's Population and How it Pits Young Against Old, Child Against Parent, Worker Against Boss, Company Against Rival, and Nation Against Nation by Ted C. Fishman (goodreads.com)Lying Flat and Let It Rot Movements in China:  After lying flat, a new trend among China's youth is to “let it rot (bai lan)” which worries CCP - YouTubeSupport the show