EPISODE · Jan 15, 2023 · 28 MIN
Episode 234: Rollin' With Momentum, Mid-Caps, BDCs And Portfolio Reviews As Of January 13, 2022
from Risk Parity Radio · host Frank Vasquez
In this episode we answer emails from Alexi (Dude!), Yangon and Brett. We discuss the momentum factor (again), mid-cap funds and other fund characteristics that are lacking in meaning for the purposes of diversification, financial advisor certifications and investing in BDCs (Business Development Companies).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: EconoMe Conference: EconoMe Conference - March 17th-19th, 2023DFA Article About Momentum Strategy Funds: Have Investors Benefited from Momentum Strategies? | DimensionalMomentum Funds Correlation Matrix: Asset Correlations (portfoliovisualizer.com)Series 65 Licenses Article: Series 65 Definition (investopedia.com)Series 7 Licences Article: Series 7: Definition and Formula for Calculation, With Example (investopedia.com)Brett's BDC Article: Credit Is Good: BDC Credit May Be Even Better | Seeking AlphaSupport the show
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In this episode we answer emails from Alexi (Dude!), Yangon and Brett. We discuss the momentum factor (again), mid-cap funds and other fund characteristics that are lacking in meaning for the purposes of diversification, financial advisor certifications and investing in BDCs (Business Development Companies). 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: EconoMe Conference:&nb...
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Episode 234: Rollin' With Momentum, Mid-Caps, BDCs And Portfolio Reviews As Of January 13, 2022
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