Risk Parity Radio

Listeners dive into the world of leveraged all-weather portfolios, weighing their pros and cons against conservative strategies. Brookfield Infrastructure Partners is hailed as a compelling REIT alternative for diversification. The discussion then shifts to the complexities of closed-end funds and the Global Asset Allocation fund's performance challenges. Finally, there's an exploration of the hurdles in purchasing NFTs, including understanding pesky gas fees and platform differences to avoid scams.

In this episode we start by answering emails from Melanie, David, Jeffrey and Richard about Schwab ETF alternatives, Mary Mary, the financial podcasts I listen to, sector and other stock funds in the context of the Holy Grail and Macro-Allocation Principles, leveraged bond funds and the whys of the bonds we use in the sample portfolios.  One additional excellent personal finance podcast I neglected to mention is The Earn & Invest Podcast (earnandinvest.com) with Doc G.Then we roll out some Risk Parity Radio NFTs (non-fungible tokens), which you may acquire through the support page of the website at Support | Risk Parity Radio or here: Risk Parity Radio - Collection | OpenSeasAfter that we go to our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity RadioAdditional links:Flight to Safety Research Paper About Treasuries:  delivery.php (ssrn.com)Our Three Principles of Portfolio Construction:  Episode 7 | Risk Parity RadioREIT Funds Episodes:  Episode 19 | Risk Parity Radio and Episode 21 | Risk Parity RadioUtilities Funds Episode:  Episode 27 | Risk Parity RadioPreferred Shares Fund Episode:  Episode 9 | Risk Parity RadioSupport the show

Topics include analyzing risk-reward metrics, corrections to SWAN modeling, using asset class analyzers, 'bracketed rebalancing', adding gold to portfolios, and examining the bond breakdown of NTSX.

In this episode we answer emails from EJ, J Allen, Paul, Hoarseman, Larry and Anderson.  We discuss bitcoin funds, the Callan Periodic Table, transitioning your portfolio to decumulation, I-bonds, a momentum strategy and becoming a financial planner/advisor.Links:  Updated Kiplinger article re (now 12) crypto-currency funds: 12 Bitcoin ETFs and Cryptocurrency Funds You Should Know | KiplingerLarry's Link Re Momentum Strategy:  Accelerating Dual Momentum Investing – engineered portfolioMillionaires Unveiled Podcast Episode featuring a Financial Advisor:  208: Net Worth of 5M – 2.5M in Tesla Stock (millionairesunveiled.com)Money Guy Episode re Choosing Financial Advisors:  How and When to Hire a Financial Advisor! - YouTubeMichael Kitces Podcast For Financial Advisors:  About the Financial Advisor Success Podcast by Michael KitcesSupport the show

In this episode we answer emails from Julie, Pat, Craig, Chris and Matt, in which we discuss the Retirement Spending Calculator at Portfoliocharts, leveraged portfolios and ETFs in taxable and tax-protected accounts, crypto-fund alternatives, risk parity research and articles, and asset location in Roth vs. taxable.  And THEN And then we go to our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity RadioAdditional Links:The Retirement Spending Calculator Tutorial is here (added November 2):   Retirement Spending Calculator Tutorial - YouTubeRetirement Spending Calculator:  RETIREMENT SPENDING – Portfolio ChartsChooseFI/M1 Experimental Risk Parity Portfolio:   M1 Pies: Manage and Optimize Your Portfolio Like a Pro (choosefi.com)Kiplinger Article Re 11 Crypto-Funds:  11 Bitcoin ETFs and Cryptocurrency Funds You Should Know | KiplingerEpisode 5 and Links to Articles:  Podcast 5| Risk Parity RadioEpisode 7 and Links to Videos:  Podcast 7| Risk Parity RadioAQR Risk Parity Article:  Understanding Risk Parity (aqr.com)Bridgewater Site:  Research & Insights — Bridgewater AssociatesBonus Panagora Article from earlier episode:  PanAgora-Risk-Parity-Portfolios-Efficient-Portfolios-Through-True-Diversification.pdfEpisode 93 re I-bonds:  Podcast 93 | Risk Parity RadioTreasury Direct Website:  Individual - Buying Series I Savings Bonds (treasurydirect.gov)Support the show

In this episode we address the seemingly intentional friction imposed by the financial services industry preventing us from moving our own retirement accounts around.  Then we tackle emails from Jay, Andrew, Dave (x2) and Justin about Vanguard funds, Mel Brooks and quadruple-witching days, cockroach portfolios and the bias-variance dilemma, and modelling low-volatility funds.Partial list of useful Vanguard ETFs:Total Market:  VTILarge Cap Growth Stocks:  VUGSmall Cap Value Stocks:  VIOV or VBRREITs:  VNQ and VNQI (International)Utilities:  VPULong-Term Treasury Bonds:  VGLT and EDV (extended duration)Intermediate-Term Treasury Bonds:  VGITShort-Term Treasury Bonds:  VGSHThere do not appear to be any good Vanguard fund options for investing in gold, commodities, preferred shares, volatility, crypto-currency-related assets or leveraged stock and bond funds.Morningstar Long View Podcast with Rick Bookstaber:  Rick Bookstaber: Avoiding Complexity Is 'Risk 101' | MorningstarAnalysis of commodities fund COM:  Podcast 99| Risk Parity RadioRisk vs. Uncertainty Discussions:  Podcast 64| Risk Parity Radio and Podcast 66| Risk Parity RadioThe Bias-Variance Dilemma:  Podcast 49| Risk Parity RadioSupport the show

In this episode we answer questions from Joel, Javen, Bradley and Brian.  We discuss leveraged portfolios, GOLD, the BTAL episode, accumulation portfolios, brokerage comparisons and how we calculate the returns on our sample portfolios.And THEN And then we go to our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity RadioAdditional links:Portfolio Visualizer Analysis of Joel's Portfolio:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)Bonus "Not an Improvement" Video Clip from Joel:  YARN | that's not an improvement | Homestar Runner Strong Bad Trogdor | Video clips by quotes | f27b57a5 | 紗Portfolio Charts Portfolios Page:  Portfolios – Portfolio ChartsSupport the show

In this episode we analyze the Amplify Black Swan Growth & Treasury Core ETF, ticker symbol SWAN, using David Stein's Ten Questions to Master Investing, which are:1.  What is it?2.  Is it an investment, a speculation, or a gamble?3.  What is the upside?4.  What is the downside?5.  Who is on the other side of the trade?6.  What is the investment vehicle?7.  What does it take to be successful?8.  Who is getting a cut?9.  How does it impact your portfolio?10.  Should you invest?Additional Links:SWAN FAQ:  Amplify_SWAN_faqs.pdf (amplifyetfs.com)SWAN Prospectus:  https://www.amplifyetfs.com/Data/Sites/6/media/docs/swanpartf.htmSWAN Review Article:  SWAN - A Review of the Amplify BlackSwan ETF for Downturns (optimizedportfolio.com)Analysis of Synthetic SWAN vs Levered Golden Ratio Portfolio:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)Analysis of Synthetic SWAN vs. SWAN-based Levered All Weather Portfolio:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)The NTSX Episodes are Episodes 59 and 61.RPR Sample Portfolios:  Portfolios Page | Risk Parity RadioSupport the show

This podcast covers topics such as long-term treasury bond funds and STRIPS funds, a Ray Dalio article about bonds, Iowa's Field of Dreams, and weekly portfolio reviews. The episode also explores alternative ETFs, discusses listener emails, investment advice, and asset class performance analysis.

In this episode we answer emails from Ralph, Justin, Rikki, Dan, Anderson and Phil.  We address, dividends, bonds vs. bond funds, portfolio visualizer vs. portfolio charts, a PIMCO bonds correlations paper, ideas from Dan, and the Hedgefundie portfolio (again).Links:The PIMCO Stock-Bond Correlation Paper:  displaydocument.ashx (pimco.fi)Dan's Blog:  KEEP INVESTING $IMPLE, $TUPID! | But not simpler than it needs to be! (keepinvestingsimplestupid.com)Experimental Leverage Risk-Parity Portfolio At ChooseFI/M1:  M1 Pies: Manage and Optimize Your Portfolio Like a Pro (choosefi.com)Support the show