In this episode we answer emails from Steve, Grant, and Alexi (a/k/a "the Dude"). We discuss investing in managed futures and property and casualty insurance companies, rebalancing mechanisms and fitting those into a portfolio, Grant's various gambling problems with leveraged funds and assorted Metaverse doom-scrolling, and the recent annoying changes with Portfolio Visualizer. And our charitable push for our charity, the Father McKenna Center --get the match!

Links:

Father McKenna Center Donation Page (don't forget to include "The Financial Quarterback Match" in the comment/dedication box): Donate - Father McKenna Center

SocGen Managed Futures CTA And Trend Indices: Prime Services (Newedge) Indices (societegenerale.com)

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

New Testfol Backtester With OPTRA Example: testfol.io

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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 Center

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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 Center

ETF Database -- Gold ETFs: Gold ETF List (etfdb.com)

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

GLD FAQs: FAQs > USA > SPDR Gold Shares (GLD). Bringing the gold market to investors

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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 | Morningstar

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

Andy Panko YouTube Topical Playists: Retirement Planning Education - YouTube

Link to Retirement Planning Education Facebook Group (and other materials): Retirement Planning Education Facebook group

Retirement 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 Show

Trogdor (Just Because): Trogdor Song (youtube.com)

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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 Funds

Justin's Station Wagon Portfolio: The Station Wagon Portfolio - Google Docs

Risk Parity Chronicles Video on Asset Swaps: How to Do an Asset Swap (youtube.com)

Arch Portfolio Backtester: Portfolio Backtest — Arch Indices Portfolio Analyzer

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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

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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)

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