Risk Parity Radio

This is our weekly portfolio review of the sample portfolios you can find at: https://www.riskparityradio.com/portfolios Since it is also the end of the month, we discuss distributions for the sample portfolios as well. We also tackle a listener question about constructing a risk-parity style portfolio with a limited set of options. To hear more about the Macro-Allocation Principle, listen to Epis...

In this episode we answer a question from Luke S. about the accumulation phase and one from Matt R. about the Experimental Portfolios. Links: Portfolio Charts Analyzer Tool:  https://portfoliocharts.com/portfolio/my-portfolio/ Note that we used a 25% savings rate when we ran our calculations. The Fortress of Solitude Movie Clip (explicit):  https://www.youtube.com/watch?v=rJjKP8vYjpQ Sample Portfo...

This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfolios Sorry it's just a short one! Support the show

Today we tackle two questions.  Chris wants to drawdown an inherited IRA.  Tommy wants to know about the use of correlations in Risk Parity analyses. Links: RPAR Managers Interview:  https://youtu.be/vCiPDIB6TWg Bridgewater Strategy Paper (see page 8 for quadrant map):  http://sdcera.granicus.com/MetaViewer.php?view_id=4&clip_id=75&meta_id=9141 Explanation of the Bias-Variance Tradeoff:  h...

This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfolios Additional Links: Portfolio Visualizer Analysis of the Original and Accelerated Permanent Portfolios:  https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2021&lastMonth=12&calendarAligned=true&includeY...

This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfolios We also compare the All Seasons Portfolio with a Global Market Portfolio. Links: Global Market Portfolio Description:  https://portfoliocharts.com/2021/01/05/own-the-financial-field-with-the-global-market-portfolio/ Portfolio Visualizer Comparison Analysis:  https://www.portfoliovisual...

In this episode we answer a question from listener Brett about the Aptus Defined Risk ETF and use David Stein's Ten Questions to Master Investing to analyze it, 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...

This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfolios We also discuss the distributions for the month of January and the last six months of distributions. Support the show

In today's listener-inspired show, we analyze our sample portfolios and listener Mark B's Golden Six portfolio in the ten-year hedge fund challenge that Warren Buffett issued in 2008. Links: The Investors Podcast #328 with RPAR Managers:  https://www.theinvestorspodcast.com/episodes/tip328-balanced-portfolio-allocation-with-damien-bisserier-alex-shahidi/ Optimized Portfolios Lazy Portfol...

This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfolios Additional Links: Introducing the Aggressive Fifty-Fifty Portfolio:  RPR Episode 10 Episode 24 regarding the Aggressive Fifty-Fifty:  RPR Episode 24 Rebalancing the Aggressive Fifty-Fifty:  RPR Episode 32 Portfolio Visualizer Analysis:  Backtest Fifty-Fifty Portfolios Support the show

In this portfolio analysis bonanza episode we tweak the Paul Merriman Two Funds for Life and Merriman Ultimate Portfolios to improve them Risk-Parity style and have a look at a portfolio submitted by Brad, one of our listeners. Links: Earn & Invest Podcast featuring Paul Merriman and Rich Buck:  https://paulmerriman.com/tag/rich-buck/ Merriman Two-Funds For Life Portfolio Explanation:  https:/...

This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfolios Additional Links: Episode 3 -- History of Portfolio Allocations Part 1:  Episode 3 Episode 5 -- History of Portfolio Allocations Part 2:  Episode 5 Episode 8 -- Introducing the Accelerated Permanent Portfolio:  Episode 8 Portfolio Visualizer Analysis:   https://www.portfoliovisualizer....

In this episode we address a listener question from Joseph K. about Part 34 of Big ERN's SWR Series ("Using Gold as a Hedge against Sequence Risk"), which you can find here: https://earlyretirementnow.com/2020/01/08/gold-hedge-against-sequence-risk-swr-series-part-34/ Additional Links: RPR Episode 12:  Podcast | Risk Parity Radio Big ERN's Option Writing Portfolio Strategy (Par...

This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfolios Additional links: Choose FI Episode 275:  https://www.choosefi.com/board-games-and-war-games-ep-275/ Choose FI Episode 277:  https://www.choosefi.com/gauging-the-weight-of-your-portfolio-ep-277/ Choose FI Episode 194:  https://www.choosefi.com/the-role-of-bonds-in-a-portfolio/ Risk Par...

This is our weekly and monthly portfolio reviews of the portfolios you can find at: https://www.riskparityradio.com/portfolios Additional Links: RPR Episode 6 -- About The Golden Ratio Portfolio:  Podcast | Risk Parity Radio Rick Ferri Core Four Portfolio Reference:   https://portfoliocharts.com/portfolio/rick-ferri-core-four/ Comparison Analysis of GolderRatio vs. Rick Ferri Core Four:   https://...

This episode is a follow-up to Episode 7 about our basic principles of risk-parity portfolio construction, which are: (1) the Holy Grail Principle; (2) the Macro-Allocation Principle; and (3) the Simplicity Principle.  Links: Episode 7:  Risk Parity Radio Episode 7 Optimal Finance Daily Episode 1361:  https://oldpodcast.com/1361-annualized-returns-by-asset-class-from-1999-2018-by-sam-of-financial-...

This is our weekly portfolio review of the portfolios you can find at https://www.riskparityradio.com/portfolios The Portfolio of the Week is the Golden Butterfly, which you can learn more about here: https://portfoliocharts.com/2015/09/22/catching-a-golden-butterfly/ We compare the Golden Butterfly Portfolio with the Rick Ferri Core Four at Portfolio Visualizer.  Link to analysis: https://www.por...

On today's episode I relate my experiences with peer-to-peer lending as an alternative investment to see if it is something you may wish to consider.  As always, we use David Stein's Ten Questions to Master Investing as the basis for our review: 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 s...

We begin this episode with some nice questions about perpetual withdrawal rates and correlation metrics.   Then we proceed with our portfolio reviews of the sample portfolios at https://www.riskparityradio.com/portfolios Additional links: Morningstar/Swedroe podcast:  https://overcast.fm/+R6uKzooqI/30:25 Risk Parity Radio Bond Episodes: Part One:  https://www.riskparityradio.com/podcast/episode/49...

I believe its all in the title. Here are David Stein's Ten Questions to Master Investing for reference: 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...

This is our weekly portfolio review of the portfolios you can find at https://www.riskparityradio.com/portfolios One of our portfolios, the Aggressive Fifty-Fifty, triggered a rebalancing band this week and so we also have a detailed discussion of rebalancing. Link to referenced Kitces article:  https://www.kitces.com/blog/best-opportunistic-rebalancing-frequency-time-horizons-vs-tolerance-band-th...

In this episode we answer a listener question and provide a summary and analysis of RPAR, the Risk Parity ETF.  Links: RPAR Third Quarter Review Slide Deck:  https://rparetf.com/quarterly-reviews/Review--1602725674-RPAR-Risk-Parity-ETF-Quarterly-Review-3Q20.pdf RPAR Quarterly Reviews Page, Including Webcast:  https://rparetf.com/quarterlyreviews Marketwatch List of RPAR Components:  https://www.ma...

This is our weekly portfolio review of the portfolios you can find at https://www.riskparityradio.com/portfolios Support the show

In this episode, we analyze an investment in bitcoin 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.  W...

We begin with a monthly rant about "free-lunch" financial products that claim to provide stock market returns without stock market risk (and that usually bear clever names for marketing purposes). Following the rant is our weekly portfolio review of the portfolios you can find at https://www.riskparityradio.com/portfolios Support the show