Risk Parity Radio

Latest Episodes:

Episode 199: Dude! Ned! Managed Futures and Leverage! Aug 17, 2022

Show notes

In this episodes we answer emails from Alexi (Dude!), Brian, NED(!) and William. We discuss DBMF and managed futures funds, a 80/10/10 transition portfolio, leverage in accumulation portfolios and adjusting all-stock index fund portfolios.
Links:
Walk For McKenna: Walk4McKenna - Father McKenna Center
Andrew Beer (DBMF) Interview: Jack Bogle of Hedge Funds (guest: Andrew Beer) - Market Huddle Ep.188 - YouTube
Brian's Transition Portfolio Compare To One With More Cowbell: Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)
Ben Felix Video About Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube
"Buffett's Alpha" White Paper: Buffett’s Alpha (tandfonline.com)

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Episode 198: The Possibility Effect, Accumulation Portfolios, Tax Loss Harvesting And Portfolio Reviews As Of August 12, 2022 Aug 13, 2022

Show notes

In this episode we answer emails from Karen, Adam and Pankaj. We revisit China and reserve currencies, discuss cognitive biases, talk about accumulation portfolios, bonds and the Macro Allocation Principle, and about tax loss harvesting bond and gold ETFs.
And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional Links:
Ben Felix Video On Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube
ETF Database: List of All ETFs - Exchange Traded Funds | ETF Database (etfdb.com)
TYA ETF Information Page: TYA Simplify Risk Parity Treasury ETF | Simplify
PHYS Information Page: Sprott Physical Gold Trust
Charity Walk For McKenna: Walk4McKenna - Father McKenna Center

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Episode 197: MBS, Defense Stock and Short Term Bond Funds, And Ragging On Financial TV Aug 10, 2022

Show notes

In this episode we answer emails from Howard, Paxton, Neil and Soo New. We discuss why financial TV is bad for your financial mind and health, the RISR ETF that invests in interest components of mortgage-backed securities, defense stock ETFs, the JPST ETF and what Soo New might do with her employer pension fund. It's Weird, Wild Stuff!
Links:
RISR Information Page: Rising Rate ETF (RISR) — FolioBeyond ETFs
Morningstar Analysis of ITA Defense Stock ETF: ITA – Portfolio – iShares US Aerospace & Defense ETF | Morningstar
JPST Analysis: JPST – JPMorgan Ultra-Short Income ETF – ETF Stock Quote | Morningstar
Immediate Annuity Price/Quote Site: Immediate Annuities - Income Annuity Quote Calculator - ImmediateAnnuities.com

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Episode 196: Extended Duration Bonds, Books About Life Transitions, China And Portfolio Reviews As Of August 5, 2022 Aug 06, 2022

Show notes

In this episode we answer emails from Davis, Justus and Value Stock Geek. We discuss how to use extended duration bond funds like EDV, ZROZ and GOVZ, reprise our discussion about life transitions from Episode 71 and veer off into Peter Zeihan and China's demographics.
And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. Note that I discovered some of my return numbers were wrong (WRONG!) after recording this episode. They are corrected on the website.
Additional Links:
Arthur Brooks book: From Strength to Strength - Arthur C. Brooks (arthurbrooks.com)
David Brooks book: The Second Mountain by David Brooks (goodreads.com)
Richard Rohr book: Falling Upward: A Spirituality for the Two Halves of Life by Richard Rohr (goodreads.com)
Peter Zeihan with Meb Faber: Episode #419: Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward - Meb Faber Research - Stock Market and Investing Blog
Disunited Nations book: Disunited Nations: The Scramble for Power in an Ungoverned World: Zeihan, Peter: 9780062913685: Amazon.com: Books
Shock of Gray book: Shock of Gray: The Aging of the World's Population and How it Pits Young Against Old, Child Against Parent, Worker Against Boss, Company Against Rival, and Nation Against Nation by Ted C. Fishman (goodreads.com)
Lying Flat and Let It Rot Movements in China: After lying flat, a new trend among China's youth is to “let it rot (bai lan)” which worries CCP - YouTube

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Episode 195: Comparing Cars And Brokerages, Analyzing Concentrated Funds, And More Cowbell! Aug 03, 2022

Show notes

In this episode we answer emails from MyContactInfo (x2), William and Peter. We discuss how brokerages and cars are alike, a correlation episode reference, analyzing a portfolio with Fidelity Select Funds in it (and other things) and transitions from VTSAX to some small cap cowbell and then to a Golden Ratio portfolio for retirement.
Links:
I'm Not Leaving Vanguard Article: Why I’m Not Leaving Vanguard | ETF.com
60/40 Is Still Alive Article: Like the phoenix, the 60/40 portfolio will rise again (vanguard.com)
Morningstar Fund Analysis Tool: FSRPX – Portfolio – Fidelity® Select Retailing | Morningstar
Asset Correlation Analysis Of Will's Portfolio: Asset Correlations (portfoliovisualizer.com)
ChooseFI Podcast Episode 194 About Bonds: The Role Of Bonds In A Portfolio | Ep 194 | ChooseFI

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Episode 194: Dunn Capital, The "Cockroach Portfolio" And Weekly/Monthly Portfolio Reviews As Of July 29, 2022 Jul 30, 2022

Show notes

In this episode we answer emails from Visitor #1109, Keith and Brad. We discuss Dunn Capital and Managed Futures funds, our podcast charity -- the Father McKenna Center --, and Mutiny Fund's "Cockroach Portfolio".
And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional Links:
Dunn Capital: Home - Dunn Capital
Top Traders Unplugged Podcast: Top Traders Unplugged
Mutiny Fund's Cockroach Portfolio: The Cockroach Portfolio - Mutiny Fund

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Episode 193: Musings About Private Equity, The Paradox Of Skill, Volatility-Targeting Strategy, Yield Curve Inversions And Dolly Parton Jul 28, 2022

Show notes

In this episode we answer emails from MyContactInfo (x2), Chris, and Andrew. We discuss "The Myth of Private Equity" by Jeff Hooke, the paradox of skill and how it is applied in garden-based portfolio construction, volatility targeting as a decision making mechanism for investing and my gout, my podcast musical selections and the security of the Golden Ratio portfolio. And we throw in a yield curve inversion video. We do it all here.
Links:
The Myth of Private Equity book: The Myth of Private Equity | Columbia University Press
Interview of Jeff Hooke: 361 – Jeff Hooke, Johns Hopkins - The Myth of Private Equity - YouTube
Paradox of Skill Article: The Paradox of Skill - Farnam Street
Primer on Volatility Targeting: An Introduction to Volatility Targeting - QuantPedia
Interview of Campbell Harvey re Yield Curve Inversion: Predicting Economic Activity with Yield Curves - YouTube

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Episode 192: Our Annual Rebalancing Episode And Portfolio Reviews As Of July 22, 2022 Jul 24, 2022

Show notes

In this annual feature we discuss how we rebalanced four of the sample portfolios you can find at Portfolios | Risk Parity Radio and have frolics and detours into discussions of bucket strategies, crypto-funds and the details of the Risk Parity Ultimate sample portfolio. We also highlight a new video tutorial from Justin at Risk Parity Chronicles about the Risk/Return tool at Portfolio Charts and do our weekly portfolio reviews of all seven sample portfolios.
Links:
Risk Parity Chronicles post and tutorial: Portfolio Charts Risk/Return Chart Tutorial (riskparitychronicles.com)
YouTube Link to tutorial: PC Risk/Return Chart Tutorial - YouTube
Interview of the originator of the "bucket strategy": Conversation with the Father of the Bucket Strategy--Harold Evensky - YouTube
Risk Parity Ultimate Portfolio Correlations Matrix: Asset Correlations (portfoliovisualizer.com)
Risk Parity Ultimate Portfolio Backtest: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

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Episode 191: Teaching Fishing, Anomalous Data, Vanguard Frustrations And Investing For A Six-Year Old Jul 20, 2022

Show notes

In this episode we answer emails from Anderson, Aaron, Anna and Travis. We discuss how to use Portfolio Visualizer to compare portfolios on a particular time-frame using samples and a 60/40, where to address any data issues to Portfolio Charts and Portfolio Visualizer, and the current frustrations many are having with using Vanguard. And then we consult a crystal ball to help a six-year old child.
Links:
Comparison of Golden Butterfly, Golden Ratio and 60/40 Portfolios: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Portfolio Charts Data Page: Data Sources – Portfolio Charts
Portfolio Visualizer FAQ Page (Data Sources at Bottom): Frequently Asked Questions (portfoliovisualizer.com)

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Episode 190: Portfolio Construction 101, Golden Ratio, I-Bonds, And Portfolio Reviews As Of July 15, 2022 Jul 16, 2022

Show notes

In this episode we answer emails from Jody, Neil and The Nameless One. We discuss the basic ideas of portfolio constructions and the tools for doing it, the Golden Ratio portfolio and gold itself, and more I-bond suggestions and links.
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 Charts Portfolio Examples: Portfolios – Portfolio Charts
Portfolio Finder Tool: PORTFOLIO FINDER – Portfolio Charts
Portfolio Matrix Tool: PORTFOLIO MATRIX – Portfolio Charts
Portfolio Risk and Return Tool: RISK AND RETURN – Portfolio Charts
Asset Correlation Tool: Asset Correlations (portfoliovisualizer.com)
Risk Parity Chronicles Resources: Resources - Risk Parity Chronicles
The Perfect Portfolio Book: In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest by Andrew W. Lo | Goodreads
Nameless One's I-bond Articles: I Bonds Archives - The Finance Buff

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