Risk Parity Radio

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

In this episode we answer emails from Mark, Casey, and Kyle.   We discuss transitioning from a drecky complicated Personal Capital/Empower portfolio to a simple risk-parity style portfolio, the song "Anchorage", and Sam Kinison's take on an IUL policy.Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterMark's Portfolio Analysis:  Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)Testfol.io Analysis of Mark's Portfolio:  testfol.ioLarry Kennedy Album on Spotify:  Everybody Knows - Album by Larry Kennedy | SpotifyAndy Panko's Insurance Playlist:  Insurance - YouTubeSupport the show

Financial commentator Mike Green discusses concerns about index fund trends potentially impacting market stability. The podcast also dives into the cult classic 'Road House,' Larry Swedroe's unique portfolio strategies, college savings, and risk management strategies for DIY investors.

Topics discussed include finding a lawyer, extended term bond funds, gold ETFs, and how ETFs are constructed. Insights on specialized legal representation, performance of VGLT and EDV, various gold ETFs, and differences between ETFs and hedge funds.

Topics include predicting interest rates, fallacious reasoning, levered inverse treasury bond funds, and target date fund glide paths. The episode discusses managing volatility, skepticism towards long term bonds, and the unpredictability of the stock market.