Risk Parity Radio Frank Vasquez
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- Business
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Risk Parity Radio is a podcast about investing located at www.riskparityradio.com. RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, REITs and other easily accessible fund options for the DIY investor. The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.
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Episode 335: Humorous Musings On 4/20, Asset Swaps In Retirement Accounts, A Global Portfolio Analysis And Portfolio Reviews As Of April 19, 2024
In this episode we answer emails from Anderson, Brian and Drew. We entertain ourselves on 4/20 with Anderson's "Uncle Frank" Portfolio and learn something from it, discuss asset swapping for management of retirement accounts with a hat tip to Justin (Risk Parity Chronicles), and discuss the new Global Portfolio analysis and tools from Tyler at Portfolio Charts.
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:
Anderson's "Uncle Frank" Portfolio: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
"How To Do An Asset Swap" Video From Justin: How to Do an Asset Swap (youtube.com)
New Portfolio Charts Global Portfolio Analysis And Tools: What Global Withdrawal Rates Teach Us About Ideal Retirement Portfolios – Portfolio Charts
Father McKenna Center Donation Page: Donate - Father McKenna Center
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Episode 334: Comparative Analyses At PV, Comparative Safe Withdrawal Rates, Foolish Consistencies, And Fee Spats In ETF World
In this episode we answer emails from Kyle, Andrew, Sameer and James. We discuss some portfolio comparisons of levered 60/40 portfolios, interpreting and comparing safe withdrawal rates from various calculators and their practical application in consideration of variable expenses and needs (our 3-1-1 flexible withdrawal plan), the foolish consistencies of DIYer and financial planners who seem to enjoy discouraging retirement spending, and recent articles about Fidelity's spat with some ETF providers.
Links:
Kyle's Portfolio #1: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Kyle's Portfolios #1 and #2: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Kyle's Portfolios #1, #2 and #3: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Golden Butterfly Portfolio -- SWR And Other Characteristics: Golden Butterfly Portfolio – Portfolio Charts
Larry Swedroe Interview About New Book and Factor Investing: ‘Buffett really was not a great stock picker’: Financial researcher Larry Swedroe on how investors can emulate the billionaire investor – NBC Connecticut
Article #1 re Fidelity and Fees: Fidelity Puts Nine ETF Firms on Notice That New Fees Are Looming - Bloomberg (archive.fo)
Article #2 re Fidelity and Fees: Fidelity Adds Surcharge to ETF Platform | etf.com
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Episode 333: Putting The Hammer Down With A Rant On Target Date Funds And Portfolio Reviews As Of April 12, 2024
In this episode we answer an email from Ingrid. We discuss target date funds in depth and why they are not good choices for investors. We review their history and recent academic research that reveals the truth. You may not like it, but we hope you can handle it.
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional link:
Referenced Academic Paper Revealing The Awful Truth About Target Date Funds: The Unintended Consequences of Investing for the Long Run: Evidence from Target Date Funds by Massimo Massa, Rabih Moussawi, Andrei Simonov :: SSRN
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Episode 332: Assisting Elderly Parents, A Levered Accumulation Portfolio, And The "You-Know-You-Won" G Fund
In this episode we answer emails from Ed, Anderson and Joe. We discuss assisting aging parents running out of money, Anderson's levered accumulation portfolio and locating the assets, and using the G Fund in a TSP as a short-term bond fund.
Links:
Portfolio Matrix Used to Analyze Anderson's Portfolio (insert allocations per podcast): Portfolio Matrix – Portfolio Charts
Morningstar Article re G Fund: How Good Is the Federal Government’s G Fund? | Morningstar
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Episode 331: Dollar Stories, The Rule Of 55, The Nicest Guy of FI, Basic Portfolio Construction Principles, And Reviews As Of April 5, 2024
In this episode we answer questions from Dale, Brad and Corey. We discuss a new paper about US dollar dominance and the common narrative fallacies associated with that issue, using the Rule of 55 for 401(k) withdrawals, the Nicest Guy of FI, and the basics of constructing portfolios with high historical safe withdrawal rates.
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:
Marketwatch Article: Dethrone the dollar? 5 charts show how U.S. currency still rules world economy. - MarketWatch
Paper re Status of US Dollar: delivery.php (ssrn.com)
Schwab Article re The Rule of 55: Retiring Early? 5 Key Points about the Rule of 55 | Charles Schwab
DBMF Quarterly Review: iMGP DBi Managed Futures Strategy ETF Update with Andrew Beer | April 2024 (youtube.com)
Andrew Beer Interview On The Development And Use Of Managed Futures In Diversified Portfolios: SI290: Honey, I Shrunk the Trend-Following ft. Andrew Beer | Top Traders Unplugged
Portfolio Charts Portfolio Matrix Tool: Portfolio Matrix – Portfolio Charts
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Episode 330: Charitable Donation Methods, Speculating On Inflation And Applying Shannon's Demon To Prioritize Our Investing Principles
In this episode we answer emails from Jon, Eli, and George. We discuss using the tools at Portfolio Charts, methods of charitable giving to our favorite charity, extreme podcast listening, what to invest in if you are speculating on inflation next year and other gambling problems, and applying the math of Shannon's Demon to show us why we should not let the Simplicity Principle tail wag the Holy Grail principle diversification dog when constructing diversified portfolios.
Links:
Father McKenna Center Donation Page: Donate - Father McKenna Center
New Portfolio Charts Article re Gold and Global Safe Withdrawal Rates: What Global Withdrawal Rates Teach Us About Ideal Retirement Portfolios – Portfolio Charts
Shannon's Demon Article from Market Sentiment: Shannon's Demon - Market Sentiment
Shannon's Demon Article from Portfolio Charts: Unexpected Returns: Shannon's Demon & the Rebalancing Bonus – Portfolio Charts
Shannon's Demon Article from World Scientific: SWITCHING BETWEEN TWO LOSING STOCKS MAY ENABLE PARADOXICAL WIN: AN EMPIRICAL ANALYSIS (worldscientific.com)
Shannon's Demon Article from Breaking The Market: The Great Age of Rebalancing Begins - (breakingthemarket.com)
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