Episode 279:  Reviewing Pete's Portfolio, Savaging Buffered Funds And Other Malfeasance episode artwork

EPISODE · Aug 3, 2023 · 27 MIN

Episode 279: Reviewing Pete's Portfolio, Savaging Buffered Funds And Other Malfeasance

from Risk Parity Radio · host Frank Vasquez

In this episode we open up Season Four by answering emails from Pete, Arnold and Igor.  We discuss Pete's slightly levered Golden Ratio type portfolio, TJUL and buffered funds generally and a Portfolio Visualizer anomaly.   It's Shplendid!Links:Optimized Portfolio Article re UPRO and other leveraged ETFs:  The 9 Best Leveraged ETFs To Enhance Portfolio Exposure (2023) (optimizedportfolio.com)EDV and ZROX Comparison:  ZROZ vs. EDV ETF Comparison Analysis | etf.comPerfect Portfolio Book:  In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest by Andrew W. Lo | GoodreadsBarry Ritholtz Article re TJUL:  My New ETF: 100% of Upside + 0% of Downside - The Big Picture (ritholtz.com)Support the show

In this episode we open up Season Four by answering emails from Pete, Arnold and Igor. We discuss Pete's slightly levered Golden Ratio type portfolio, TJUL and buffered funds generally and a Portfolio Visualizer anomaly. It's Shplendid! Links: Optimized Portfolio Article re UPRO and other leveraged ETFs: The 9 Best Leveraged ETFs To Enhance Portfolio Exposure (2023) (optimizedportfolio.com) EDV and ZROX Comparison: ZROZ vs. EDV ETF Comparison Analysis | etf.com Pe...

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Episode 279: Reviewing Pete's Portfolio, Savaging Buffered Funds And Other Malfeasance

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This episode was published on August 3, 2023.

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In this episode we open up Season Four by answering emails from Pete, Arnold and Igor.  We discuss Pete's slightly levered Golden Ratio type portfolio, TJUL and buffered funds generally and a Portfolio Visualizer anomaly.   It's...

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