EPISODE · Mar 28, 2024 · 35 MIN
Episode 328: Rebalancing Leveraged Portfolios, Asset Location Considerations, And All Hail BLAZING SADDLES!
from Risk Parity Radio · host Frank Vasquez
In this episode we answer emails from Mark, Justin, and Cy, and also update our answer to last episode's email from Sean. We talk about a different approach to Sean's situation, Mark's experiments with leveraged funds, rebalancing and assorted gambling problems, reporting on the sample portfolios at the website, the difficulties of trying to plan "how much" goes in retirement, Roth and ordinary accounts, and a full-on nostalgic Blazing Saddles experience.Links:Father McKenna Center Donation Page: Donate - Father McKenna CenterMark's Experimental Portfolio Backtest: https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=3rBetjbWFjRbRZSN6uMuIaShannon's Demon Article: Unexpected Returns: Shannon's Demon & the Rebalancing Bonus – Portfolio ChartsRecent Interview of Value Stock Geek: Inside the Mind of a Value Investor w/ Value Stock Geek (theinvestorspodcast.com)Portfolio Charts Portfolio Matrix: Portfolio Matrix – Portfolio ChartsSupport the show
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In this episode we answer emails from Mark, Justin, and Cy, and also update our answer to last episode's email from Sean. We talk about a different approach to Sean's situation, Mark's experiments with leveraged funds, rebalancing and assorted gambling problems, reporting on the sample portfolios at the website, the difficulties of trying to plan "how much" goes in retirement, Roth and ordinary accounts, and a full-on nostalgic Blazing Saddles experience. Links: Father McKenna C...
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Episode 328: Rebalancing Leveraged Portfolios, Asset Location Considerations, And All Hail BLAZING SADDLES!
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