EPISODE · May 26, 2024 · 24 MIN
Episode 342: Portfolio Charts Metrics, Cockroaches, Account Transfers And Portfolio Reviews As Of May 24, 2024
from Risk Parity Radio · host Frank Vasquez
In this episode we answer emails from Jeff, James and Graham. We discuss standard deviations and other metrics and tools at Portfolio Charts, revisit Episode 194 regarding the "Cockroach" portfolio, timing the transfer of a 401k to and IRA for better management options and some reasons for holding on to traditional IRAs and not converting them.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:Portfolio Matrix Tool With Bookmark To Jeff's Portfolio: Portfolio Matrix – Portfolio ChartsPortfolio Annual Returns Tool With Bookmark To Jeff's Portfolio: Annual Returns – Portfolio ChartsPortfolio Drawdowns Tool With Bookmark To Jeff's Portfolio: Drawdowns – Portfolio ChartsCockroach Portfolio Link: The Cockroach Approach Whitepaper - Mutiny FundBig Picture Retirement Podcast Re Roth Conversions: When Roth IRA Conversions Go Too Far (bigpictureretirement.com)Support the show
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What this episode covers
In this episode we answer emails from Jeff, James and Graham. We discuss standard deviations and other metrics and tools at Portfolio Charts, revisit Episode 194 regarding the "Cockroach" portfolio, timing the transfer of a 401k to and IRA for better management options and some reasons for holding on to traditional IRAs and not converting them. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. Additi...
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Episode 342: Portfolio Charts Metrics, Cockroaches, Account Transfers And Portfolio Reviews As Of May 24, 2024
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