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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, managed futures, 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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In this episode we answer emails from John, Jane and Christoph. We discuss financial and non-financial considerations when transitioning to retirement, the alternative investment strategy fund QSPNX, and revisit why you should not try to time bond investments anymore than you should try to time the stock market. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links: Choose FI Episode 5...
In this episode we answer emails from Cy, Lucas, and Rafa. We discuss a poem from a financial advisor, a quandary between two gambling problem leveraged portfolios and application of the Macro-allocation Principle, and what to do about a trust with an abbreviated distribution timeline.Note, we forgot to include the second email from Lucas, but it was just yet another reference to the Cederburg paper that has already been beaten like a dead horse.Links:Father McKenna Center Donation Page...
In this episode we answer emails from Ed, Wes and Mary Anne. We revisit the momentum factor and squeeze that lemon a bit (and our dinner with the Dude) talk about mid-caps and limited 401k options, and discuss some of the information on the portfolios page at the website (and its limitations).And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page: Don...
In this episode we answer email from Pankaj, Matthias and Iain. We discuss the simple path to withdrawals when you are over-saved and the over-complications of the over-saved, reprise some information about leveraged accumulation portfolios and provide some tips for a U.K listener.Links:Interview of Jim Grubman: Dr. Jim Grubman: The Psychology of Wealth | Rational Reminder 282PensionCraft YouTube Channel: What Is The Safe Withdrawal Rate In Retirement?Many Happy Returns Podcast:&n...
In this episode we answer emails from Ashley, Alexi (a/k/a "the Dude"), and Sean. We discuss our charity and my financial coaching on the side, fun times with the Dude, and an overview of the use of bonds in a portfolio and principles of portfolio construction. For reference, earlier bond episodes mentioned are 14, 16, 75 and 78, 142, 186 and 232, although there are others you can find on the RSS feed page.And THEN we our go through our weekly portfolio reviews of the eight sample...
In this episode we answer emails from Justin, Matt and Donald. We regale in friendships, revisit large cap growth funds with IWY, do a reprise of Episode 238 about the limitations of CAPE ratios with the help of AI podcasters, and discuss the purpose of treasury bonds in a portfolio as recession insurance, and the circumstances of when you might not need it.Links:Father McKenna Center Lessons & Carols: Lessons and Carols - Father McKenna CenterFather McKenna Center Donation Pa...
In this episode we answer emails from James, Van and Michael. We discuss the new international fund in the federal TSP, the Pinwheel Portfolio and the Portfolio Matrix Tool, and variations in portfolio management with the Golden Butterfly portfolio. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Lessons & Carols: Lessons and Carols - Father McKenna Cen...
In this episode we answer emails from George, Alexi (a/k/a "the Dude") and Sean. We discuss a new article about the benefits of managed futures in a portfolio, the Dude's face-off between VUG and QQQ, and considerations for choosing large cap growth funds and international value funds.Links:Father McKenna Center Lessons And Carols: Lessons and Carols - Father McKenna CenterNew Article About Managed Futures: 2024Q3_QuanticaQuarterlyInsights.pdfBloomberg Presentation On Invest...
In this episode we answer an email from Tom, Tom the Podcaster's Son (a/k/a "Patrick Star"). We discuss the basics of retirement accounts in honor of the annual benefits enrollment period and some rules of thumb for contributing to them, with a little commentary on HSAs. We also discuss interesting recent podcasts featuring Bill Bengen, Corey Hoffstein and Cliff Asness. And our friend Jackie Cummings Koski.And THEN we our go through our weekly portfolio reviews of the eight ...
In this episode we answer emails from Melissa, Neil, Mark and Mike. We discuss a missing link from Episode 7 and a substitute for it, the podcast distribution, moving from an accumulation portfolio in a taxable account to a retirement portfolio efficiently, and considerations when incorporating international (non-U.S.) funds. Links:Three Ingredients Article: Three Secret Ingredients of the Most Efficient Portfolios – Portfolio ChartsMerriman ETF Recommendations: Best-in-Clas...
In this episode we answer emails from Jenny, Arun and Jeff. We discuss setting up a risk parity style portfolio for an elder relative, what to do with 529 money and college funds when you are getting close, and the use of risk parity style portfolios for intermediate goals or accumulation.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional links:Yours Truly On The Earn & Invest Podcast: ...
In this episode we answer emails from James, MyContactInfo and Cy. We discuss using silver in addition to gold in a portfolio, review again why many "options strategy funds" and other complex ETFs are generally a waste of space in a portfolio and talk about a recent Andrew Tobias interview and the history of DIY investing.Links:Eric Balchunas Interview: Eric Balchunas on The Hidden Gems of the ETF World You Need to Know! (youtube.com)Andrew Tobias Interview: The Only Investm...
In this episode we answer emails from Alyson, Martijn and Russel. We discuss the drawbacks to using a total world fund, common misconceptions about it and misguided worship of the Simplicity Principle, a levered sample portfolio comparison and basic ideas for accumulation.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional link:Levered Sample Portfolio Comparison: testfol.io/?s=8JtI7Xd2q7l...
In this episode we answer emails from Anderson, Camille, and Chris. We discuss and HSA vs. a Roth IRA for a lower-taxed earner, the tax, brokerage account, and portfolio considerations for a globe-trotting Canadian, and the gestalt of this podcast.Links:Father McKenna Center Donation Page: Donate - Father McKenna CenterPortfolio Charts Portfolio Matrix: Portfolio Matrix – Portfolio ChartsAmusing Unedited AI-Bot Summary:Imagine navigating the world of international investment...
In this episode we answer emails from Frank and Dan. We discuss investment considerations in the 32% marginal bracket, reallocating a cash holding to bonds and alternatives and common withdrawal mechanisms for taking monthly distributions.Link:Father McKenna Center Donation Page: Donate - Father McKenna CenterAmusing Unedited AI-Bot Summary:Ever pondered how to perfectly balance your portfolio in a high tax bracket? We promise you'll gain actionable insights from Frank, a generous...
In this episode we answer emails from Gordon, Roger and John. We discuss the ChooseFI podcast and podcast appearances, modern trends in fund construction and considerations with leveraged funds while transitioning to a drawdown portfolio, along with some basic guidelines.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional links:Roger's Bloomberg Article: Goldman’s Kostin Urges Putting Bra...
In this episode we answer emails from David, Jennifer and Byron. We discuss Risk Parity books and finance books and sources in general, considerations in taking control of a complicated portfolio from a (former) AUM advisor, and portfolio considerations for the younger investor considering tech, leverage and other various and sundry things.Links:Book #1: Risk Parity: How to Invest for All Market Environments by Alex Shahidi | GoodreadsBook #2: Risk Parity Fundamentals by Edw...
In this episode we answer emails from Lucas, Hannelore and Joe. We discuss databases, where to put your gold ETFs and how it is taxed, and a modelling recommendation for testfol.io and modelling OPTRA.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional links:Father McKenna Center Donation Page: Donate - Father McKenna CenterKen French Database Page: Kenneth R. French - Data Library (...
In this episode we answer emails from Anderson, Sean and Colin. We discuss the OPTRA sample portfolio, using rising glidepaths or bond tents in portfolio management and Colin's "Smooth Operator" Portfolio.Links:2016 Kitces Article re Bond Tents and Glidepaths: The Portfolio Size Effect And Optimal Equity Glidepaths (kitces.com)Portfolio Charts Portfolio Matrix Comparison Tool: Portfolio Matrix – Portfolio ChartsColin's Portfolio: Backtest Portfolio Asset Allocation (po...
In this episode we answer emails from Jimmy, Dave and Richard. We discuss the joys of Joe's Garage, the Bogleheads Simba spreadsheet and Lazy Portfolios and a revisit of the ETF SVOL.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional links:Simba's Spreadsheet (Article And Link): Simba's backtesting spreadsheet - BogleheadsSVOL Webpage: SVOL Simplify Volatility Premium ETF | Simplify...
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