Risk Parity Radio

Discover the ins and outs of preferred shares funds and their significance in a diversified portfolio. Learn why rebalancing is crucial for effective financial management. Dive into the podcast creation process and how listener feedback shapes future content. Don't miss an exciting charitable matching opportunity for the Father McKenna Center! Plus, explore strategies to enhance your portfolio stability with the golden butterfly approach while navigating today's market challenges.

Join Nonamed, a curious financial questioner, Ronald, a macro-economics enthusiast, and Jose, a media sensationalism critic, as they dive into the pitfalls of sensational financial media. They advocate for critical thinking and explain the intricate world of asset correlation, introducing the 'Holy Grail principle' for smart portfolio construction. They also discuss recent market trends, the importance of diversification, and their charitable efforts to support the Father McKenna Center. Get ready for insightful dialogue that cuts through the noise!

Grant, a gambling enthusiast with a penchant for leveraged funds and Metaverse escapades, joins Steve and Alexi, who dabbles in investing discussions. They dive into the intricacies of managed futures and property insurance as alternative investments. Grant shares insights about his gambling challenges, while the trio hashes out effective rebalancing strategies tailored to volatile markets. They also lament recent usability issues with Portfolio Visualizer, all while promoting a charity effort for the Father McKenna Center's mission to support the hungry and homeless.

In this final episode of Season Four we discuss the concepts of rebalancing and reallocating in all their glory and go through the planned annual rebalancings for four of the sample portfolios in excruciating detail.  We also discuss all of the assets and allocations in the Risk Parity Ultimate portfolio and which ones we actually own in real life.And we go through our weekly portfolio reviews of all eight of the sample portfolios you can find at Portfolios | Risk Parity Radio.Additional link:Father McKenna Center Donation Page -- Remember to mention "The Financial Quarterback match" in new donations:  Donate - Father McKenna CenterSupport the show

In this episode we answer emails from Judy, Steve and MyContactInfo.   We discuss a recent offer by The Financial Quarterback podcast to match donations the the Father McKenna Center (yay!), why you should buy gold ETFs and NOT physical gold, Cartman and Kyle, and the varying value of education depending on the individual.Links:Father McKenna Center Donation Page -- Remember to mention "The Financial Quarterback match" in new donations:  Donate - Father McKenna CenterETF Database -- Gold ETFs:  Gold ETF List (etfdb.com)Listener John's Gold ETF link:  9 low cost physical Gold ETFs for portfolio parity - SmartMoneyToolboxGLD FAQs:  FAQs > USA > SPDR Gold Shares (GLD). Bringing the gold market to investorsSupport the show

In this episode we answer emails from Brian, Wendy, and Midas.  We discuss the bond fund GOVT and how it fits or doesn't fit in portfolio construction, some basics about IRA conversions and retirement resources (podcasts and groups), and follow up on Episode 340 with a discussion on our pedagogical approach, the pluses and minuses of the Socratic Method and tilting at logical fallacies.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:Morningstar Analysis of GOVT:  GOVT – Portfolio – iShares US Treasury Bond ETF | MorningstarBig Picture Retirement Podcast About IRA Conversions:  When Roth IRA Conversions Go Too Far (bigpictureretirement.com)Andy Panko YouTube Topical Playists:  Retirement Planning Education - YouTubeLink to Retirement Planning Education Facebook Group (and other materials):  Retirement Planning Education Facebook groupRetirement Answer Man Podcast:  A Top Retirement Podcast, with over 8 Million Downloads — The Retirement Answer Man® (rogerwhitney.com)Retirement & IRA Show:  Podcasts Archives - The Retirement and IRA ShowTrogdor (Just Because):  Trogdor Song (youtube.com)Support the show

In this episode we answer emails from Jeffrey, Justin and Matt.  We discuss the concept of "skew" generally and in the context of investing in managed futures, a "station wagon" portfolio similar in macro-allocations to the new OPTRA sample portfolio, and the age old question of whether to pay down debt or invest.  (Uncle Frank says "Do Both.")Links:Basic Article About Skew:  Right Skewed vs. Left Skewed Distribution (investopedia.com)MFUT Fund Fact Page:  Cambria Chesapeake Pure Trend ETF (MFUT) | Cambria FundsJustin's Station Wagon Portfolio:  The Station Wagon Portfolio - Google DocsRisk Parity Chronicles Video on Asset Swaps:  How to Do an Asset Swap (youtube.com)Arch Portfolio Backtester:  Portfolio Backtest — Arch Indices Portfolio AnalyzerSupport the show

Explore the new O.P.T.R.A. portfolio with unique funds for diversified exposure. Learn about rebalancing strategies based on Federal Reserve rate changes. Discover the performance of this 'Trogdor portfolio' through backtests and comparisons.

Learn how to educate an 11-year-old about investing with strategies like the golden butterfly and golden ratio portfolios. Discover the benefits of starting early to build personal finance skills. The discussion also dives into enhancing traditional portfolios with return stacking and the implications of recent updates to the Fama-French database. A lighthearted break is announced, inviting listener engagement while teasing future surprises. It's an insightful mix of child-friendly investing and critical finance discussions!

In this episode we answer emails from Steven, Kaleb and Reynolds.  We discuss a levered small cap fund (SAA), short-term cash management and related ETFs, and how to compare and use bond funds of differing durations.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:ETF Database -- Ultra Short Term Bond Funds:  The Web's Best ETF Screener | ETF Database (etfdb.com)Morningstar Article on BOXX:  BOXX ETF Promises T-Bill Returns Without Taxable Income | MorningstarMorningstar Analysis of IEF:  IEF – Portfolio – iShares 7-10 Year Treasury Bond ETF | MorningstarKitces Re-balancing Article:  Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)Support the show