Episode 322: Aggregating Portfolios, Leverage, Festivus, Leeroy Jenkins And Portfolio Reviews As Of February 23, 2024
02/25/24 • 31 min
In this episode we answer emails from Damon, Pete and Jeff. We discuss the benefits of aggregating assets and portfolios as a couple, basic tax location ideas, children with gambling problems and fun games to play with them, and resources for researching leveraged, diversified portfolios (e.g., "Return Stacking").
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:
Leveraged ETFs Article: Double-Digit Numerics - Articles - The Big Myth about Leveraged ETFs (ddnum.com)
Ben Felix Video On Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) (youtube.com)
Return Stacked Article: Capital Market Assumptions when Return Stacking - Return Stacked® Portfolio Solutions
Return Stacked ETFs: Home - Return Stacked ETF (returnstackedetfs.com)
Ray Dalio Video on Holy Grail Principle: Ray Dalio breaks down his "Holy Grail" (youtube.com)
Optimized Portfolio Website: Optimized Portfolio - Investing and Personal Finance
Portfolio Visualizer Backtester: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
ReSolve Riffs Podcast: ReSolve Riffs Investment Podcast - ReSolve Asset Management (investresolve.com)
Simplify Assets Podcast: Keeping it Simple Series with Mike Green & Harley Bassman | Simplify
Flirting With Models Podcast (Corey Hoffstein): Flirting with Models – The podcast all about quantitative investing
In this episode we answer emails from Damon, Pete and Jeff. We discuss the benefits of aggregating assets and portfolios as a couple, basic tax location ideas, children with gambling problems and fun games to play with them, and resources for researching leveraged, diversified portfolios (e.g., "Return Stacking").
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:
Leveraged ETFs Article: Double-Digit Numerics - Articles - The Big Myth about Leveraged ETFs (ddnum.com)
Ben Felix Video On Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) (youtube.com)
Return Stacked Article: Capital Market Assumptions when Return Stacking - Return Stacked® Portfolio Solutions
Return Stacked ETFs: Home - Return Stacked ETF (returnstackedetfs.com)
Ray Dalio Video on Holy Grail Principle: Ray Dalio breaks down his "Holy Grail" (youtube.com)
Optimized Portfolio Website: Optimized Portfolio - Investing and Personal Finance
Portfolio Visualizer Backtester: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
ReSolve Riffs Podcast: ReSolve Riffs Investment Podcast - ReSolve Asset Management (investresolve.com)
Simplify Assets Podcast: Keeping it Simple Series with Mike Green & Harley Bassman | Simplify
Flirting With Models Podcast (Corey Hoffstein): Flirting with Models – The podcast all about quantitative investing
Previous Episode
Episode 321: A Small Rant About Newman Selling Annuities At Local Steakhouses
In this episode, we reflect on a recent podcast from the Value Stock Geek and embark on a nice little rant about recent mailings I have received from the financial services industry.
Link:
Security Analysis Podcast from the Value Stock Geek: The Security Analysis Podcast | Value Stock Geek | Substack
Next Episode
Episode 323: Flogging A Dead Horse, Jerry Parker And TFPN, Portfolio Shifts, And Portfolio Reviews As Of March 1, 2024
In this episode we answer emails from Richard, Andrew and Drew. We discuss the now much-maligned Cederburg paper (again) and listen to Cliff Asness flog it, Jerry Parker's new managed futures ETF, TFPN and guidelines for making portfolio shifts.
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
And add a note about the upcoming EconoMe Conference.
Additional links:
Cliff Asness Commentary About the Cederburg Paper: Why Not 100% Equities (aqr.com)
BankerOnWheels Article About the Cederburg Paper: Should You Invest 100% In Equities? (bankeronwheels.com)
Tommy Boy Clip: Tommy Boy (8/10) Movie CLIP - Housekeeping (1995) HD (youtube.com)
Jerry Parker on podcast about TFPN: TTU145: Jerry Parker, Founder of Chesapeake Capital (toptradersunplugged.com)
TFPN Webpage: Trend Following ETF | Blueprint Fund Management (tfpnetf.com)
EconoMe Conference: EconoMe Conference - March 15th-17th, 2024
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