Episodios

  • Episode 349: Introducing O.P.T.R.A., a "Trogdor Portfolio"
    Jul 3 2024

    In this episode we introduce a new sample experimental portfolio, the O.P.T.R.A., which is now also featured on the Portfolios Page at the website. It is a mixture of the latest and greatest ideas in portfolio construction.

    Links:

    O.P.T.R.A. backtest: testfol.io

    O.P.T.R.A. correlation analysis: testfol.io

    Morningstar UPRO: UPRO – Portfolio – ProShares UltraPro S&P500 | Morningstar

    Morningstar AVGV: AVGV – Portfolio – Avantis All Equity Markets Value ETF | Morningstar

    Morningstar GOVZ: GOVZ – Portfolio – iShares 25+ Year Treasury STRIPS Bd ETF | Morningstar

    Morningstar GLDM: GLDM – Portfolio – SPDR® Gold MiniShares | Morningstar

    Morningstar DBMF: DBMF – iMGP DBi Managed Futures Strategy ETF – ETF Stock Quote | Morningstar

    Support the Show.

    Más Menos
    34 m
  • Episode 348: Portfolios For 11-Year Olds, Basic Return Stacking, And A Fama-French Kerfuffle
    Jun 27 2024
    In this episode we answer emails from Marco Esquandolas, Adrian and Paulo. We discuss portfolio advice for a precocious 11-year old, a simple return-stacked portfolio a la Corey Hoffstein and the priority of the Simplicity Principle, and some recent articles about the Fama-French database.

    Links:

    Corey Hoffstein Talking About His Return-Stacked Portfolio: Show Us Your Portfolio: Corey Hoffstein (youtube.com)

    Paulo's Bloomberg Article: A Fight Over Factor Investing Tests a Pillar of Modern Finance - Bloomberg

    Summary Critique of Fama-French Database Issues: ftalphaville.ft.com/content/2e87e7f9-c2ad-4dcb-afc3-2a0f8d0a6ca3

    Fama-French Response Paper: Production of U.S. Rm-Rf, SMB, and HML in the Fama-French Data Library by Eugene F. Fama, Kenneth R. French :: SSRN

    Support the Show.

    Más Menos
    27 m
  • Episode 347: Levered Small Caps, Cash Management Issues, Comparing Bond Fund Durations And Portfolio Reviews As Of June 21, 2024
    Jun 23 2024

    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 | Morningstar

    Morningstar Analysis of IEF: IEF – Portfolio – iShares 7-10 Year Treasury Bond ETF | Morningstar

    Kitces Re-balancing Article: Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)

    Support the Show.

    Más Menos
    29 m
  • Episode 346: Musings On Luck, Escaping Empower, Anchorage, And IUL Perpetual Motion Machines
    Jun 20 2024

    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 Center

    Mark's Portfolio Analysis: Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)

    Testfol.io Analysis of Mark's Portfolio: testfol.io

    Larry Kennedy Album on Spotify: Everybody Knows - Album by Larry Kennedy | Spotify

    Andy Panko's Insurance Playlist: Insurance - YouTube


    Support the Show.

    Más Menos
    29 m
  • Episode 345: Concerns About Indexing, Larry Swedroe's Portfolio, ROAD HOUSE, And Portfolio Reviews As Of June 7, 2024
    Jun 9 2024

    In this episode we answer emails from David, Eric from Cincy, and Pete. We discuss Mike Green's recent commentary about index fund trends and whether its a problem, ROAD HOUSE, children, and Larry Swedroe's esoteric personal 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:

    Mike Green Interview: Michael Green: Market Efficiency Is Not The Question | Rational Reminder 302 (youtube.com)

    Larry Swedroe Article #1: Addressing Issues With High U.S. Equity Valuations (kitces.com)

    Larry Swedroe Article #2: In The Long Run, Stocks Outperform Bonds, Or Do They? (kitces.com)

    Larry Swedroe's Personal Portfolio: Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds (youtube.com)

    Support the Show.

    Más Menos
    34 m
  • Episode 344: More Lawyer Stuff And Some Ins And Outs Of ETFs, Extended Duration Treasuries And Gold Funds
    Jun 6 2024

    In this episode we answer emails from Dr. Anonymous, Lance, John and Eli. We discuss how to find a lawyer, extended term bond funds, gold ETFs and how ETFs are constructed.

    Links:

    Father McKenna Center Donation Page: Donate - Father McKenna Center

    John's Gold ETF link: 9 low cost physical Gold ETFs for portfolio parity - SmartMoneyToolbox

    ETF Article: Exchange-Traded Fund (ETF): What it is and How to Invest (investopedia.com)

    "Authorized Participant" Article: What Is an Authorized Participant? Definition, Examples, Benefits (investopedia.com)

    Support the Show.

    Más Menos
    32 m
  • Episode 343: Musings On Interest Rates And History, Fallacious Magic Mean Reversion, Inverse T-Bond Funds And Target Date Fund Glide Paths
    May 30 2024

    In this episode we answer emails from Stuart, George and MyContactInfo. We discuss a follow-up on another listener's accumulation portfolio, the foibles of trying to predict future interest rates and common fallacious reasoning, levered inverse treasury bond funds and other funds that do well in rising interest rate environments, and a follow up on our target date fund rant episode (#333).

    Links:

    Portfolio Visualizer Analysis of UPRO and synthetic alternatives: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

    TestFol Analysis with an inverse treasury bond exposure: testfol.io

    Support the Show.

    Más Menos
    32 m
  • Episode 342: Portfolio Charts Metrics, Cockroaches, Account Transfers And Portfolio Reviews As Of May 24, 2024
    May 26 2024

    In this episode we answer emails from Jeff, James and Graham. We discuss standard deviations and other metrics and tools at Portfolio Charts, revisit Episode 194 regarding the "Cockroach" portfolio, timing the transfer of a 401k to and IRA for better management options and some reasons for holding on to traditional IRAs and not converting them.

    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 Matrix Tool With Bookmark To Jeff's Portfolio: Portfolio Matrix – Portfolio Charts

    Portfolio Annual Returns Tool With Bookmark To Jeff's Portfolio: Annual Returns – Portfolio Charts

    Portfolio Drawdowns Tool With Bookmark To Jeff's Portfolio: Drawdowns – Portfolio Charts

    Cockroach Portfolio Link: The Cockroach Approach Whitepaper - Mutiny Fund

    Big Picture Retirement Podcast Re Roth Conversions: When Roth IRA Conversions Go Too Far (bigpictureretirement.com)




    Support the Show.

    Más Menos
    24 m