EPISODE · Jan 16, 2025 · 37 MIN
Episode 394: More Fun With Large Cap Growth Funds And Some Salient Portfolio Comparisons
from Risk Parity Radio · host Frank Vasquez
In this episode we party with some of the regulars and answer emails from Pete, Tracey, Ralph and Alexi (a/k/a the "Dude"). We discuss domestic and international large cap growth funds, why we prefer portfolios that due comparatively better when using long series data analyses and not their associations with particular guru people, how the Golden Ratio portfolio relates to the 60/40 portfolio, whether you'll see me on Bluesky or most other social media ("no"), and the Dude's continued gambling problems with his Sixty Sixty Portfolio. Links:Father McKenna Center Donation Page: Donate - Father McKenna CenterPete's Correlation Analysis Link: Asset CorrelationsIDMO Fund: IDMO – Invesco S&P International Dev Momt ETF – ETF Stock Quote | MorningstarInternational Large Cap Growth Fund Comparison: testfol.io/analysis?s=4PEQ1YvTbAMPortfolio Matrix Comparison Tool: Portfolio Matrix – Portfolio ChartsThe Dude's Sixty-Sixty Portfolio And Comparisons: testfol.io/?s=1bInsY2fEmIAmusing Unedited AI-Bot Summary:Can you really diversify your portfolio internationally without getting tangled in global market correlations and geopolitical webs? On this episode of Risk Parity Radio, we promise to unravel the mysteries of international large-cap growth ETFs and share insights on navigating beyond U.S. equities with flair. Listener Pete joins us from an airport terminal, seeking our expertise on innovative sectors like tech and semiconductors. We dissect options such as IMTM and EMQQ, weighing their benefits and risks, particularly in the context of Chinese equities. We keep things lively with a light-hearted approach to managing personal finance, reminding you that while investing is serious, there's always room for a bit of humor and creativity.Switching gears, we ditch traditional portfolio strategies and explore modern frameworks for reducing retirement drawdowns. By harnessing tools like Portfolio Charts, we dive into strategies like the Golden Ratio and Golden Butterfly, comparing them to the old-school 60-40 portfolios. Our aim is to empower you to base decisions on data, not outdated norms. We also discuss the role of growth ETFs in deaccumulation, and venture into the world of innovative portfolios like the 60-60 model, while examining the influence of social media on investing. Throughout, we champion independent thinking and celebrate the vibrant contributions of our engaged community.Support the show
What this episode covers
In this episode we party with some of the regulars and answer emails from Pete, Tracey, Ralph and Alexi (a/k/a the "Dude"). We discuss domestic and international large cap growth funds, why we prefer portfolios that due comparatively better when using long series data analyses and not their associations with particular guru people, how the Golden Ratio portfolio relates to the 60/40 portfolio, whether you'll see me on Bluesky or most other social media ("no"), and the Dude's continued g...
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Episode 394: More Fun With Large Cap Growth Funds And Some Salient Portfolio Comparisons
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