EPISODE · Nov 9, 2022 · 35 MIN
Episode 217: Tax Loss Harvesting, Golden Ratio Mania, The Asset Swapping Technique, Portfolio Finding And Todd
from Risk Parity Radio · host Frank Vasquez
In this episode we answer questions from Brad, Craig, AnnieMous, and Jack. We discuss new information from Portfolio Charts about tax-loss harvesting bond funds like TLT (and other funds), portfolio construction with the Golden Ratio, the recent popularity of managed futures with the info-sales and marketing crowd, portfolio management with asset swapping between taxable and tax-protected accounts, and REITs in the Portfolio Charts Portfolio Finder.Links:Portfolio Charts Tax Loss Harvesting Article: Harvesting the Fall: Why I Sold All My Bonds – Portfolio ChartsBuffett's Alpha Paper: Buffett’s Alpha (tandfonline.com)Brad's Portfolio Construction Article: How to Balance a Portfolio - (breakingthemarket.com)Brad's Other Article: Breaking the Market University -Portfolio Charts Portfolio Finder: PORTFOLIO FINDER – Portfolio ChartsEarly Retirement Now SWR Spreadsheet Tool Article and Link: An Updated Google Sheet DIY Withdrawal Rate Toolbox (SWR Series Part 28) – Early Retirement NowSupport the show
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In this episode we answer questions from Brad, Craig, AnnieMous, and Jack. We discuss new information from Portfolio Charts about tax-loss harvesting bond funds like TLT (and other funds), portfolio construction with the Golden Ratio, the recent popularity of managed futures with the info-sales and marketing crowd, portfolio management with asset swapping between taxable and tax-protected accounts, and REITs in the Portfolio Charts Portfolio Finder. Links: Portfolio Charts Tax Loss H...
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Episode 217: Tax Loss Harvesting, Golden Ratio Mania, The Asset Swapping Technique, Portfolio Finding And Todd
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