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 30: Portfolio Reviews As Of November 6, 2020 Nov 08, 2020

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

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Episode 29: Holy Bitcoin, Batman! Could Bitcoin Fit In A Risk-Parity Style Portfolio? Nov 05, 2020

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In this episode, we analyze an investment in bitcoin for a risk-parity style portfolio using David Stein's 10 Questions to Master Investing, which are:
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?
Investopedia Article About Bitcoin: https://www.investopedia.com/terms/b/bitcoin.asp
Article re $1B bitcoin loss -- now revealed as a US government seizure: https://www.marketwatch.com/story/somebody-may-have-just-gotten-away-with-stealing-1-billion-11604592280?mod=home-page
Analysis of bitcoin vs. gold vs. total stock market fund: https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2020&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&showYield=false&reinvestDividends=true&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=GBTC&allocation1_1=100&symbol2=GLD&allocation2_2=100&symbol3=VTI&allocation3_3=100
Correlation analysis matrix of bitcoin (GBTC): https://www.portfoliovisualizer.com/asset-correlations?s=y&symbols=VTI%2C+TLT%2C+GLD%2C+VNQ%2C+VNQI%2C+GBTC&timePeriod=2&tradingDays=60&months=36

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Episode 28: Monthly Rant About Financial Mis-wisdom And Portfolio Reviews As Of October 30, 2020 Nov 01, 2020

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We begin with a monthly rant about "free-lunch" financial products that claim to provide stock market returns without stock market risk (and that usually bear clever names for marketing purposes).
Following the rant is our weekly portfolio review of the portfolios you can find at https://www.riskparityradio.com/portfolios

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Episode 27: What About Utilities As An Allocation In A Risk-Parity Style Portfolio? Oct 29, 2020

Show notes

In this episode, which is a follow-up to Episode 25, we analyze as an investment in utilities for a risk-parity style portfolio using David Stein's 10 Questions to Master Investing, which are:
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 and References:
Optimal Finance Daily Podcast Episode 1329: https://oldpodcast.com/1329-is-value-investing-dead-by-vitaliy-katsenelson-of-contrarian-edge-on-growth-stocks-fang/
Fi-Lexible Webinar (scheduled for Nov 1, 2020): https://www.eventbrite.com/e/free-webinar-are-you-fi-lexible-tickets-125036815481
Episode 7 re the Three Principles: https://www.riskparityradio.com/podcast/episode/4ec882cb/episode-7-how-to-construct-a-risk-parity-style-portfolio-from-basic-principles
Correlation Matrix for Utility ETFs: https://www.portfoliovisualizer.com/asset-correlations?s=y&symbols=VTSAX%2C+TLT%2C+GLD%2C+VNQ%2C+XLU%2C+VPU%2C+FUTY%2C+IDU&timePeriod=2&tradingDays=60&months=36
Portfolio Visualizer Backtest of Portfolios with REITs and Utilities: https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2020&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&showYield=false&reinvestDividends=true&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=VTI&allocation1_1=42&allocation1_2=42&allocation1_3=42&symbol2=TLT&allocation2_1=26&allocation2_2=26&allocation2_3=26&symbol3=GLD&allocation3_1=16&allocation3_2=16&allocation3_3=16&symbol4=XLU&allocation4_1=10&allocation4_3=5&symbol5=VGSIX&allocation5_2=10&allocation5_3=5&symbol6=CASHX&allocation6_1=6&allocation6_2=6&allocation6_3=6

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Episode 26: Portfolio Reviews As Of October 23, 2020 And A Face-off Between The All Seasons Portfolio And Vanguard Wellesley Oct 25, 2020

Show notes

This is our weekly portfolio review of the portfolios you can find at https://www.riskparityradio.com/portfolios
We also compare the All Seasons Portfolio with the Vanguard Wellesley Fund at Portfolio Visualizer. Link to analysis:
https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2020&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&showYield=false&reinvestDividends=true&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=VWINX&allocation1_1=100&symbol2=VTI&allocation2_2=30&symbol3=TLT&allocation3_2=40&symbol4=VGIT&allocation4_2=15&symbol5=GLD&allocation5_2=7.5&symbol6=PDBC&allocation6_2=7.5
Link to White Coat Investor interview of Larry Swedroe and transcript:
https://www.whitecoatinvestor.com/evidence-based-investing-with-larry-swedroe-podcast-181/

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Episode 25: What About Sector Funds And How Should We Decide Whether To Consider Them? Oct 21, 2020

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This episode takes a broad look and sector funds and compares them with the overall stock market for diversification purposes. Thanks to listener Micah for the question.
Links:
SPDR Report on the SPDR Select ETFs: https://www.sectorspdr.com/sectorspdr/Pdf/General%20Documents/Q3%202020%20Sector%20SPDR%20Quarterly%20Guide
Correlation Analysis of All Eleven SPDR Sector Funds from 2018 to 2020: https://www.portfoliovisualizer.com/asset-correlations?s=y&symbols=SPY%2C+XLY%2C+XLP%2C+XLE%2C+XLF%2C+XLV%2C+XLI%2C+XLB%2C+XLK%2C+XLU%2C+XLRE%2C+XLC&timePeriod=2&tradingDays=60&months=36
Correlation Analysis of Nine SPDR Sector Funds from 1999 to 2020: https://www.portfoliovisualizer.com/asset-correlations?s=y&symbols=SPY%2C+XLY%2C+XLP%2C+XLE%2C+XLF%2C+XLV%2C+XLI%2C+XLB%2C+XLK%2C+XLU&timePeriod=2&tradingDays=60&months=36

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Episode 24: Portfolio Reviews As Of October 16, 2020 And A Face-Off Between The Aggressive Fifty-Fifty And Two Dave Ramsey Style Portfolios Oct 18, 2020

Show notes

This is our weekly portfolio review of the portfolios you can find at https://www.riskparityradio.com/portfolios
We also compare the Aggressive Fifty-Fifty Portfolio with two Dave Ramsey-Style Portfolios using the tools at Portfolio Visualizer. Relevant links:
White Coat Investor article about a Ramsey-style portfolio: https://www.whitecoatinvestor.com/dave-ramsey-asset-allocation/
Portfolio Visualizer Face-Off Analysis (including correlation analysis under the Assets tab):
https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2020&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=7.5&relativeDeviation=0.0&showYield=true&reinvestDividends=true&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=PFF&allocation1_1=17&symbol2=TMF&allocation2_1=33&symbol3=GLD&allocation3_1=0&symbol4=UPRO&allocation4_1=33&symbol5=VIVIX&allocation5_2=25&symbol6=VMGRX&allocation6_2=25&allocation6_3=25&symbol7=VSCIX&allocation7_2=25&symbol8=VGTSX&allocation8_2=25&symbol9=VGIAX&allocation9_3=25&symbol10=VSGIX&allocation10_3=25&symbol11=VWIGX&allocation11_3=25&symbol12=IEF&allocation12_1=17

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Episode 23: How To Analyze A Proposed Portfolio From A Macro-Perspective Oct 14, 2020

Show notes

We analyze a portfolio recently proposed in a MarketWatch article that is intended to replace the standard 60/40 stock/bond retirement portfolio.
Links:
MarketWatch article: https://www.marketwatch.com/articles/a-60-40-stocks-bond-strategy-no-longer-works-heres-what-to-do-instead-51601653163?mod=mw_latestnews
Portfolio Visualizer Comparison Analysis: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Portfolio Visualizer Asset Correlation Analysis of the MarketWatch portfolio: Asset Correlations (portfoliovisualizer.com)

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Episode 21: What About REITs As An Investment In A Risk Parity-Style Portfolio? (Part 2 of 2) Oct 07, 2020

Show notes

In this episode, which is Part Two of Two, we conclude the analysis of REITS as an investment that we began in Episode 19, using David Stein's 10 Questions to Master Investing, which are:
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?
We cover the questions six through ten in this episode.
Helpful links:
Backtest of REITs versus the stock market comparison:
https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&mode=1&timePeriod=4&startYear=1972&firstMonth=1&endYear=2020&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&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&asset1=TotalStockMarket&allocation1_1=100&asset2=REIT&allocation2_2=100
Composition of the ETF VNQ: https://www.marketwatch.com/investing/fund/vnq/holdings?mod=mw_quote_tab
Correlation Matrix of the REITs and funds mentioned: https://www.portfoliovisualizer.com/asset-correlations?s=y&symbols=VTI%2C+VNQ%2C+VNQI%2C+REET%2C+BXP%2C+PLD%2C+O%2C+SPG%2C+AVB%2C+WY%2C+VTR%2C+WELL%2C+PSA%2C+AMT%2C+CCI%2C+DLR%2C+WPC%2C+VNO%2C+LAMR%2C+GLPI%2C+LAND%2C+IRM&timePeriod=2&tradingDays=60&months=36

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