Risk Parity Radio

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**Risk Parity Radio**

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.

Latest Episodes:

Episode 60: Portfolio Reviews As Of February 26, 2021 And Distribution Information For March Feb 28, 2021

Show notes

This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfolios

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Episode 59: An Analysis Of NTSX As Suggested By Listeners Brandy And Andy (Part One) Feb 25, 2021

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In this episode we begin an analysis of NTSX, the WisdomTree 90/60 U.S. Balanced Fund, using David Stein's Ten Questions to Master Investing:
1. What is it?
2. Is it an investment, a speculation, or a gamble?
3. What is the upside?
4. What is the downside?
5. Who is on the other side of the trade?
6. What is the investment vehicle?
7. What does it take to be successful?
8. Who is getting a cut?
9. How does it impact your portfolio?
10. Should you invest?
Links: WisdomTree 90/60 Balanced Fund Information Page: NTSX - WisdomTree 90/60 U.S. Balanced Fund
NTSX Basic Statistics: wisdomtree-fi-export-statistics-ntsx.pdf
Laminar Capital Management (Andy Cole): Laminar Capital Management (laminarcm.com)

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Episode 58: Portfolio Reviews As Of February 19, 2021 With A Focus On The Risk Parity Ultimate Feb 21, 2021

Show notes

This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfolios
We also discuss the Risk Parity Ultimate Portfolio, which was first discussed in depth in Episode 11.
Link to Portfolio Visualizer Analysis: Risk Parity Ultimate Asset Allocation Analysis

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Episode 57: Mailbag Follies And An Analysis Of Managed Futures Fund DBMF (Part 2) Feb 18, 2021

Show notes

In this episode we discuss a "guest request" email I received and complete our analysis of the managed futures fund DBMF that we began in Episode 55.
David Stein's Ten Questions to Master Investing:
1. What is it?
2. Is it an investment, a speculation, or a gamble?
3. What is the upside?
4. What is the downside?
5. Who is on the other side of the trade?
6. What is the investment vehicle?
7. What does it take to be successful?
8. Who is getting a cut?
9. How does it impact your portfolio?
10. Should you invest?
Links:
DBMF Summary Fact Sheet: https://www.imgp.com/us/wp-content/uploads/2021/01/iM-DBi-Managed-Futures-Strategy-ETF-4Q20.pdf
DBMF Semi-Annual Report: https://www.imgp.com/us/wp-content/uploads/2020/09/IMDBIETF-Semiannual-f.pdf
DBMF Prospectus: https://www.imgp.com/us/wp-content/uploads/2021/02/im_dbi_etfs_prospectus.pdf
Asset Correlation Matrix for DBMF: https://www.portfoliovisualizer.com/asset-correlations?s=y&symbols=DBMF%2C+VTI%2C+TLT%2C+GLD%2C+PDBC&timePeriod=2&tradingDays=60&months=36

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Episode 56: Portfolio Reviews As Of February 12, 2021 With A Focus On The Golden Ratio Portfolio Feb 14, 2021

Show notes

This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfolios
We also consider three variations of the Golden Ratio Portfolio and compare them with the Vanguard Wellington Fund. For more on the Golden Ratio portfolio, check out Episodes 6 and 38.
Portfoliovisualizer Analysis: https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&mode=1&timePeriod=2&startYear=1972&firstMonth=1&endYear=2021&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=5.0&relativeDeviation=25.0&benchmark=-1&benchmarkSymbol=VWELX&portfolioNames=true&portfolioName1=Golden+Ratio&portfolioName2=SHY+Variation&portfolioName3=Emerging+Markets+Variation&asset1=TotalStockMarket&allocation1_1=42&allocation1_2=42&allocation1_3=42&asset2=LongTreasury&allocation2_1=26&allocation2_2=26&allocation2_3=26&asset3=Gold&allocation3_1=16&allocation3_2=16&allocation3_3=16&asset4=REIT&allocation4_1=10&allocation4_3=8&asset5=TreasuryBills&allocation5_1=6&asset6=ShortTreasury&allocation6_2=16&asset7=TIPS&asset8=EmergingMarket&allocation8_3=8

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Episode 55: Mailbag With Jason And Part One Of An Analysis Of Managed Futures Fund DBMF Feb 11, 2021

Show notes

In today's episode we answer some questions from Jason P. about setting up a risk-parity style portfolio at M1 and then follow up on our discussion of the Dragon Portfolio (Episode 53) with part one of an analysis of Managed Futures Fund DBMF.
Modified Golden Ratio Portfolio With SHY: Portfolio Visualizer Analysis (portfoliovisualizer.com)
David Stein's Ten Questions to Master Investing:
1. What is it?
2. Is it an investment, a speculation, or a gamble?
3. What is the upside?
4. What is the downside?
5. Who is on the other side of the trade?
6. What is the investment vehicle?
7. What does it take to be successful?
8. Who is getting a cut?
9. How does it impact your portfolio?
10. Should you invest?
DBMF Summary Fact Sheet: https://www.imgp.com/us/wp-content/uploads/2021/01/iM-DBi-Managed-Futures-Strategy-ETF-4Q20.pdf
DBMF Semi-Annual Report: https://www.imgp.com/us/wp-content/uploads/2020/09/IMDBIETF-Semiannual-f.pdf
DBMF Prospectus: https://www.imgp.com/us/wp-content/uploads/2021/02/im_dbi_etfs_prospectus.pdf

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Episode 54: Portfolio Reviews As Of February 5, 2021 And A Comparison Of The Golden Butterfly With A David Swensen Portfolio Feb 07, 2021

Show notes

This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfolios
We also compare the Golden Butterfly portfolio with a David Swensen portfolio. For more on the Golden Butterfly, check out Episodes 4, 15, 17 and 36.
Links:
Swensen Portfolio: https://portfoliocharts.com/portfolio/swensen-portfolio/
Comparison Analysis: https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2021&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=5.0&relativeDeviation=25.0&reinvestDividends=true&showYield=false&showFactors=false&factorModel=3&portfolioNames=true&portfolioName1=Golden+Butterfly&portfolioName2=Swenson+Individual&portfolioName3=Portfolio+3&symbol1=VTI&allocation1_1=20&allocation1_2=30&symbol2=IJS&allocation2_1=20&symbol3=TLT&allocation3_1=20&symbol4=SHY&allocation4_1=20&symbol5=GLD&allocation5_1=20&symbol6=VGTSX&allocation6_2=15&symbol7=VEIEX&allocation7_2=5&symbol8=VNQ&allocation8_2=20&symbol9=IEF&allocation9_2=15&symbol10=TIP&allocation10_2=15

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Episode 53: The Monthly Rant About Financial Mis-wisdom And An Introduction To The Dragon Portfolio Feb 03, 2021

Show notes

It's that time again! This month's rant is dedicated to the memory of George Santayana, who said: "Those who do not remember the past are condemned to repeat it."
We also begin a discussion of Chris Cole's "Dragon Portfolio."
Links:
"Hawk And Serpent" Paper from Artemis Capital: https://artemiscm.docsend.com/view/taygkbn
Interview of Chris Cole About the Dragon Portfolio: https://youtu.be/SkfgEZtJ9LA

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Episode 52: A Listener Question About A 457 And Our Portfolio Reviews As Of January 29, 2021 Jan 31, 2021

Show notes

This is our weekly portfolio review of the sample portfolios you can find at: https://www.riskparityradio.com/portfolios
Since it is also the end of the month, we discuss distributions for the sample portfolios as well.
We also tackle a listener question about constructing a risk-parity style portfolio with a limited set of options.
To hear more about the Macro-Allocation Principle, listen to Episodes 7 and 37.

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Episode 51: Listener Questions From Luke And Matt And On Building Your Fortress Of Solitude Jan 27, 2021

Show notes

In this episode we answer a question from Luke S. about the accumulation phase and one from Matt R. about the Experimental Portfolios.
Links:
Portfolio Charts Analyzer Tool: https://portfoliocharts.com/portfolio/my-portfolio/
Note that we used a 25% savings rate when we ran our calculations.
The Fortress of Solitude Movie Clip (explicit): https://www.youtube.com/watch?v=rJjKP8vYjpQ
Sample Portfolios Page: Portfolios | Risk Parity Radio

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