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Episode 27: What About Utilities As An Allocation In A Risk-Parity Style Portfolio? episode artwork

EPISODE · Oct 29, 2020 · 26 MIN

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

from Risk Parity Radio · host Frank Vasquez

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-125036815481Episode 7 re the Three Principles:   https://www.riskparityradio.com/podcast/episode/4ec882cb/episode-7-how-to-construct-a-risk-parity-style-portfolio-from-basic-principlesCorrelation 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=36Portfolio 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=6Support the show

What this episode covers

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?...

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

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How long is this episode of Risk Parity Radio?

This episode is 26 minutes long.

When was this Risk Parity Radio episode published?

This episode was published on October 29, 2020.

What is this episode about?

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...

Is there a transcript available for this episode?

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