Risk Parity Radio

In this episode we answer emails from MyContactInfo, the Nameless One, Jeff, Alexi (a/k/a Dude), and another Jeff.  We talk about leveraged ETFs (briefly), thoughts about changes in the Global Monetary System, another portfolio site, ETFs KBWR and KBWP and efficient accumulation.Links:Ray Dalio's Latest Book:  Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail - Kindle edition by Dalio, Ray. Politics & Social Sciences Kindle eBooks @ Amazon.com.Lords of Finance Book:  Lords of Finance: The Bankers Who Broke the World by Liaquat Ahamed | GoodreadsLazy Portfolio Site:  Lazy Portfolios and ETF composition (lazyportfolioetf.com)Asset Correlations of KBWR and KBWP:  Asset Correlations (portfoliovisualizer.com)Support the show

In this episode we answer emails from Soo-New, Monika, Jeff and Jack.  We discuss building out a risk parity portfolio in multiple accounts, the perils of membership in the Risk Parity Radio Club, the latest fads and gimmicks in Direct Indexing, how to consider and compare investing in different countries with Country Risk Factors and the intellectual perils of the Possibility Effect.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:Country Risk Factors:  Assess Country Risk (trade.gov)Bailout Nation Book:   Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy by Barry Ritholtz | GoodreadsSupport the show

In this episode we answer emails from Jamie, Jean-Luc and Geordi.  We discuss a paper about REITs as a separate asset class, what to do about struggling bond funds, the value of small-cap value and choosing a retirement portfolio in line with Bill Bengen's recommendations.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:Jamie's Article -- Are REITs A Distinct Asset Class?:  delivery.php (ssrn.com)Correlation Matrix for Small Caps:  Asset Correlations (portfoliovisualizer.com)YouTube Video re Retirement Spending Calculator:  Tutorial #1: Portfolio Charts Retirement Spending Calculator - YouTubeYouTube Video re Monte Carlo Simulator:  Tutorial #4: Portfolio Visualizer Monte Carlo Simulator -- Introduction - YouTubeRisk Parity Isn't What You Think It Is:  Corey Hoffstein: Risk Parity Isn't What You Think It Is - YouTubeSupport the show

In this episode we answer emails from Andy, MyContactInfo and James The Flatterer.  We discuss factor investing in detail, why it is better than prior approaches and how to use it, why using valuation methods is beyond the skills of most amateurs and financial advisors and more fun with Wisdom Tree Funds.Links:Factor Investing Article 1:  Factor Investing Definition (investopedia.com)Factor Investing Article 2:  Factor investing - WikipediaCorrelation Analysis of Golden Ratio Factor Funds:  Asset Correlations (portfoliovisualizer.com)The Current Portfolio of James:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)Support the show

In this episode we answer emails from Chas, Javen and Pankaj.  We discuss using Berkshire Hathaway in a risk parity-style portfolio, Direxion mutual funds, taxable account considerations (again) and international stock funds (again).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:Direxion Mutual Funds:  Direxion Mutual Funds | DirexionEpisode 27 Re Utilities:  Podcast #27| Risk Parity RadioCorrelation Analysis Of Several International Funds:  Asset Correlations (portfoliovisualizer.com)Support the show

In this episode we celebrate George's generosity and answer emails from Jeff, Kyle, Richard, Jamie and MyContactInfo.  We discuss ulcer indexes and where to find them, leveraged ETFs and rebalancing, tag GDE again, have a lengthy frolic and detour into commodities funds and how they work, and rant a little more about the financial services industry.Links:The Father McKenna Center:  Home - Father McKenna CenterPortfolio Charts Drawdown Calculator with Ulcer Index:  DRAWDOWNS – Portfolio ChartsOptimal Rebalancing Article:  Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)Bloomberg Commodity Index:  Bloomberg Commodity Index - WikipediaDeutsche Bank Liquid Commodity Index:  Deutsche Bank Liquid Commodity Index - WikipediaCommodities Fund Article:  Investing in Commodity ETFs (investopedia.com)ETF Database -- Commodities Funds:  Commodities ETFs (etfdb.com)Risk Parity Chronicles re Assets for Inflation:  Best Asset Classes for Surviving Inflation: a test (riskparitychronicles.com)Support the show

In this episode we answer emails from MyContactInfo (x2), Chris and Karen.  We discuss annuities and conflicts in the financial services industry and why efficient solutions are disfavored, tax considerations for accumulation risk parity portfolios and the joys of budgeting.  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:Interview of Fairfax County Pension Investment Managers:  7 Allocator Series: Learnings from Fairfax County ft. Katherine Molnar and Andrew Spellar— April 6th, 2022 | Top Traders UnpluggedMonte Carlo Simulator At Portfolio Visualizer:  Monte Carlo Simulation (portfoliovisualizer.com)Support the show

In this episode we answer questions from Doron, George, Eddie J. and Alexi (a/k/a "Duder").  We discuss the Macro-Allocation Principle and when to diversify your stock portfolio, what to do with dividends,  experimenting with leveraged two-fund portfolios and options for investing in volatility and managed futures/trend following with the Dude.We also talk about reaching 250,000 downloads and about what's happening over at Risk Parity Chronicles.Links:Johnny Ball and his Pentagram:  Drawing an Egg (with a Pentagon) - Numberphile - YouTubeRisk Parity Chronicles post re Backtester Tool:  Portfolio Backtest Shortcut Tool explainer (riskparitychronicles.com)Risk Parity Chronicles tutorial:  Screencast for Portfolio Backtest Shortcut Tool - YouTubeRisk Parity Chronicles Inflation Post:  Best Asset Classes for Surviving Inflation: a test (riskparitychronicles.com)The Dude's Proposed Dragon-Type Portfolio:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)The Dude's Portfolio Correlation Analysis:  Asset Correlations (portfoliovisualizer.com)Support the show

In this episode we answer emails from Paul, MyContactInfo, Alex and Marvin.  We discuss Paul's sample portfolio construction, inherent conflicts of interest in financial media and the financial services industry, new Wisdom Tree Funds GDE and GDMN and more conflicts of interest from popular personal finance personalities involving day care centers and milk shake drinkers.Links:Portfolio Visualizer Analysis Of Paul's Portfolio:   Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)Portfolio Charts Analyzer:  MY PORTFOLIO – Portfolio ChartsWhere Are The Customer's Yachts Book:  Where Are the Customers' Yachts?: Or a Good Hard Look at Wall Street by Fred Schwed Jr. | GoodreadsSupport the show

In this episode we answer emails from Mitchell, Alexi (Dude!), Brian and Daniel.  We discuss how to identify similar funds for tax loss harvesting, concentrations and "bad decades", leveraged ETFs in accumulation, using risk-parity portfolios for intermediate accumulations, and withdrawing in retirement from a Golden Butterfly portfolio. 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:Portfolio Visualizer Asset Correlation Tool:  Asset Correlations (portfoliovisualizer.com)PHYS ETF page and description:  PHYS Keep More of What You Earn (sprott.com)Ben Felix Video About Leverage:  Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTubeOptimized Portfolio website:  Optimized Portfolio - Investing and Personal Finance"Buffett's Alpha" White Paper:  Buffett’s Alpha (tandfonline.com)Support the show