Risk Parity Radio

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

In this episode we answer four emails from Dave, or Zanzibar Buck-Buck McFate if you prefer.  We address foolish consistencies and conflicts of interest, the reason we have sample portfolios, interest rate hysteria and Vanguard's VPGDX fund.  And then we go to our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity RadioAdditional Links:Contents of VPGDX:  VPGDX - Vanguard Managed Allocation Fund | VanguardAnalysis if VPGDX vs. Golden Butterfly vs. Golden Ratio:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)Support the show

In this episode we analyze the AGFiQ  US Market Neutral Anti-Beta Fund ETF, ticker symbol BTAL, 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?This fund analysis was suggested/requested by listener Javen S.Additional Links:BTAL Fact Sheet:  AGFiQ U.S. Market Neutral Anti-Beta Fund - - Fund ProfileBTAL Prospectus:  AGFiQ Annual ProspectusBTAL Correlation Matrix:  Asset Correlations BTAL (portfoliovisualizer.com)Backtest Golden Butterfly Portfolio Example:  Backtest GB Portfolios (portfoliovisualizer.com)Backtest Golden Ratio Portfolio Example:  Backtest GR Portfolios (portfoliovisualizer.com)Backtest Leveraged Portfolios Examples:  tinyurl.com/8t62zjhkSupport the show

In this episode we answer questions from Greg, David, Chris, Rikki and John-Michael.  We discuss the "Weird Portfolio", do a Vanguard Life-Strategy Funds comparison, using a risk-parity style portfolio for intermediate needs, alternative allocations and related tax issues, treasury bonds, emerging markets funds and tax-advantaged transactions, and the Experimental Risk Parity Lever portfolio at ChooseFI and M1.Links:Weird Portfolio Article:  The Weird Portfolio. How To Avoid Bubbles, Limit Drawdowns… | by Value Stock GeekWeird Portfolio vs. Golden Butterfly vs. Golden Ratio comparison:  Backtest Weird Portfolio Vanguard Moderate Life Strategy vs. Golden Butterfly vs. Golden Ratio comparison:  Backtest Vanguard Moderate Life Strategy Episode 27 re Utility Funds:  Podcast 27 Episode 9 re Preferred Shares Fund PFF:  Podcast 9 Episode 31 re RPAR:  Podcast 31 Optimized Portfolios Article re Leveraged ETFs:  What Is a Leveraged ETF . . .?Experimental Risk Parity Lever M1 PSupport the show

In this episode we answer emails from Bob, Zahir, Melanie, Pat and Rob.  We address sound effects, strange voices, analyzing leveraged investments, test-driving risk-parity portfolios, selling bad investments in individual stocks, small-cap value stock investments over time and balancing safe/perpetual withdrawal rates vs. projected drawdowns.Then we go to our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity RadioAdditional Links:Episode 111 Notes Page:  Podcast Episode 111 | Risk Parity RadioPortfolio Charts Golden Butterfly Analysis:  Golden Butterfly – Portfolio ChartsRisk Parity Ultimate Restructuring Episode And Analysis Notes:  Podcast Episode 109 | Risk Parity RadioSupport the show

In this episode we answer emails from Keith, Jeffrey, Evan, Brendan, Kelly and Paul.  We address Kelly Criterion and other risk/reward considerations (Sharpe and Sortino ratios), crystal balls, the "Possibility Effect" cognitive bias and a base-rate analysis of the Golden Butterfly portfolio, issues with IVOL, trading ETFs at Vanguard, the perpetual withdrawal rate, expense ratios and bucket strategies, basic retirement considerations, issues with QYLD  and an examination of Big Ern's leveraged retirement portfolios.It's another barn burner!   Real Wrath of God type stuff!Links:Kelly Criterion article:  Leverage and The Line Between Aggressive and Crazy (rhsfinancial.com)Golden Butterfly analysis with Heat Map:  Golden Butterfly – Portfolio ChartsEpisode 89 re QYLD:  Podcast Episode 89 | Risk Parity RadioBig Ern Article Re Leveraged Portfolios:  Lower risk through leverage – Early Retirement NowBig Ern Article Re Gold In Portfolios:  Using Gold as a Hedge against Sequence Risk – SWR Series Part 34 – Early Retirement NowEpisode 40 Re Gold:  Podcast Episode 40 | Risk Parity RadioPortfolio Analysis Comparison Of Big Ern Leveraged Portfolio With And Without Gold:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)The SWAN ETF:  SWAN - BlackSwan Growth & Treasury Core ETF - Amplify ETFsSupport the show

In this all-email extravaganza we address emails from Spencer, Nick, Bob, Randy, Falco, Kevin, and Daniel.  We address the Hedgefundie Portfolio (again!), an article about a 50/50 stock/10-year treasury reference portfolio, BigErn's research about gold (again!), CAPEd and other common crystal balls and the erroneously implied mean-reversion assumption, gold etfs, using cash as a short-term risk-reducer, implementing the Golden Ratio in the Netherlands, a missing link from Episode 7 and implementing the Risk Parity Ultimate at M1 finance.  Whew!And we are still a month behind on the emails.Referenced links:Episode 82 re the Hedgefundie portfolio:  Podcast Episode 82| Risk Parity RadioLengthy Hedgefundie Portfolio Article:  HEDGEFUNDIE's Excellent Adventure (UPRO/TMF) - A Summary (optimizedportfolio.com)Article re 50/50 S&P/10-year treasury reference portfolio:  The Risk Parity Gorilla In The Room | AlphaWeek (alpha-week.com)50/50 S&P/10-year treasury vs. Golden Ratio backtest:  Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)BigErn Gold Article:  Using Gold as a Hedge against Sequence Risk – SWR Series Part 34 – Early Retirement NowEpisode 40 re Gold:  Podcast Episode 40 | Risk Parity RadioDragon Portfolio Paper with 100-year Analysis:  https://artemiscm.docsend.com/view/taygkbnNext Level Life You Tube Video on Gold:  Why Are Gold Portfolios So Dependable? - YouTubeEpisode 70 re CAPE Ratio:  Podcast Episode 70 | Risk Parity RadioBen Felix Episode re CAPE Ratio:  RR #146 - Do Expected Stock Returns Wear a CAPE? - YouTubeBen Felix Episode re Expected Returns:  RR #151 - Professor Brad Cornell: A Skeptic’s Look at the Cross Section of Expected Returns - YouTubeSupport the show

Discover the intricacies of rebalancing four sample portfolios and the adjustments made for greater diversity in a key portfolio. Listen in as listener emails spark discussions on portfolio adjustments and strategies for managing retirement savings. The hosts also celebrate a significant milestone with over 100,000 downloads, while announcing a short hiatus and encouraging engagement with the audience. Tune in for insights into risk parity models and personalized investment strategies!