33 min

Episode 120: A Small RANT And A Cauldron Of Emails Featuring Cockroaches Risk Parity Radio

    • Investing

In this episode we address the seemingly intentional friction imposed by the financial services industry preventing us from moving our own retirement accounts around.  Then we tackle emails from Jay, Andrew, Dave (x2) and Justin about Vanguard funds, Mel Brooks and quadruple-witching days, cockroach portfolios and the bias-variance dilemma, and modelling low-volatility funds.

Partial list of useful Vanguard ETFs:

Total Market:  VTI
Large Cap Growth Stocks:  VUG
Small Cap Value Stocks:  VIOV or VBR
REITs:  VNQ and VNQI (International)
Utilities:  VPU
Long-Term Treasury Bonds:  VGLT and EDV (extended duration)
Intermediate-Term Treasury Bonds:  VGIT
Short-Term Treasury Bonds:  VGSH

There do not appear to be any good Vanguard fund options for investing in gold, commodities, preferred shares, volatility, crypto-currency-related assets or leveraged stock and bond funds.

Morningstar Long View Podcast with Rick Bookstaber:  Rick Bookstaber: Avoiding Complexity Is 'Risk 101' | Morningstar

Analysis of commodities fund COM:  Podcast 99| Risk Parity Radio

Risk vs. Uncertainty Discussions:  Podcast 64| Risk Parity Radio and Podcast 66| Risk Parity Radio

The Bias-Variance Dilemma:  Podcast 49| Risk Parity Radio

In this episode we address the seemingly intentional friction imposed by the financial services industry preventing us from moving our own retirement accounts around.  Then we tackle emails from Jay, Andrew, Dave (x2) and Justin about Vanguard funds, Mel Brooks and quadruple-witching days, cockroach portfolios and the bias-variance dilemma, and modelling low-volatility funds.

Partial list of useful Vanguard ETFs:

Total Market:  VTI
Large Cap Growth Stocks:  VUG
Small Cap Value Stocks:  VIOV or VBR
REITs:  VNQ and VNQI (International)
Utilities:  VPU
Long-Term Treasury Bonds:  VGLT and EDV (extended duration)
Intermediate-Term Treasury Bonds:  VGIT
Short-Term Treasury Bonds:  VGSH

There do not appear to be any good Vanguard fund options for investing in gold, commodities, preferred shares, volatility, crypto-currency-related assets or leveraged stock and bond funds.

Morningstar Long View Podcast with Rick Bookstaber:  Rick Bookstaber: Avoiding Complexity Is 'Risk 101' | Morningstar

Analysis of commodities fund COM:  Podcast 99| Risk Parity Radio

Risk vs. Uncertainty Discussions:  Podcast 64| Risk Parity Radio and Podcast 66| Risk Parity Radio

The Bias-Variance Dilemma:  Podcast 49| Risk Parity Radio

33 min