Parity nyilvános
[search 0]
Több
Download the App!
show episodes
 
Risk Parity Radio is a podcast about investing located at www.riskparityradio.com. RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, REITs and other easily accessible fund options for the DIY investor. The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.
  continue reading
 
P
Parity Podcast
Series avatar that links to series pageSeries avatar that links to series page

1
Parity Podcast

Cathy Nestrick and Deborah Pollack-Milgate

Unsubscribe
Unsubscribe
Havi
 
Women have had the right to vote for 100 years, but most experts believe that we will not achieve workplace parity for another 135 years! 135 years is a long time, friends, to wait for gender equality and a level playing field at work. The goal of this podcast is to accelerate this change by being a coach, mentor, and trusted friend for all of you who are ready now.
  continue reading
 
Welcome to Pathways to Parity, a podcast dedicated to reshaping the narrative of gender EQUITY and parity at every level, not just within the professional sphere. It's undeniable that equity remains a critical concern not confined to specific realms, but pervasive across various sectors of society, necessitating a comprehensive approach to address disparities in all walks of life. The sobering projection from the World Economic Forum, at the current rate of progress, it would take another 13 ...
  continue reading
 
Loading …
show series
 
In this episode we answer emails from Lee, Phil and Carl. We discuss using Golden Butterfly and Golden Ratio portfolios for intermediate accumulations, the Cederburg Pickelhaube Portfolio (again), funds UUP and EUO as diversifiers, our open source business model and tax issues for US temporary residents. And THEN we our go through our weekly portfo…
  continue reading
 
In this episode, we talk to Angela B. Freeman, mom, wife, law firm partner, and podcaster about where she's been and what she hopes for in teaming up with others. We discuss the moments White women have failed to be allies and partners to Women of Color, and what we all need to do to step up, including recognizing the advantages some people have ba…
  continue reading
 
In this episode we answer emails from Robert, MyContactInfo, and Stuart. We discuss growing and transitioning a FIRE portfolio, the drawbacks of too much cash, the Cederburg paper (again) and his Pickelhaube Portfolio, and more fun with leveraged ETFs. Links: Sean Mullaney Podcast re 72(t): How to Access Your Retirement Accounts Before 59.5 | Sean …
  continue reading
 
In this episode we answer emails from Anderson, Dennis and Brian. We discuss a proposed levered portfolio and leverage in general, revealed preferences applied to portfolio construction and matching construction to actual or stated goals and staying alive with Andean flute playing. And THEN we our go through our weekly portfolio reviews of the seve…
  continue reading
 
In this episode we answer emails from Blake, Brown and Christian. We discuss new research into the long-term performance of leveraged funds, other gambling problems and the tax reporting of gold ETFs. Links: Blake's Backtest: Unleveraged TQQQ (portfoliotree.com) Blake's Article: ⚠️ Leveraged ETFs ⚠️. Why They Sell Themselves Short | by ETF_Guy | Ja…
  continue reading
 
In this episode we answer emails from Matthew, Matthew and Matthew. Our development has apparently been arrested. We discuss basic principles and economic history pertaining to inflation, a levered accumulation portfolio and why private real estate platforms are largely just a "meh" kind of investment. And THEN we our go through our weekly portfoli…
  continue reading
 
In this episode we answer emails from Paulo, Phil, and Visitor 5858. We discuss cognitive biases in the context of long-term care and unexpected medical expenses, follow ups on Episodes 307 and 308, David Stein's "garden approach" to investing, and what the purpose of gold is in a diversified portfolio. And talk about our recent vacation in Peru. L…
  continue reading
 
In this episode we answer emails from Paul, Greg and Stuart. We discuss various portfolio visualizer analyses, correlations, Sharpe and Sortino ratios and issues pertaining to rebalancing. Links; Paul's Truncated Analysis: https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&sl=3fTid2mNzw2PPRhYmjAGGz Longer Analysis with More Dat…
  continue reading
 
The year 2023 brought incremental gains at the top for women overall but not for women of color. Women in middle management also lost ground, leaving open the question of whether gains at the top were a passing fancy. Join us to discuss 2023 challenges as well as solutions.Cathy Nestrick által
  continue reading
 
In this episode we answer emails from Mr. Klingon, Bob, MyContactInfo, and Ralph. We discuss the Macro-Allocation Principle and Accumulation Portfolios, using a value-tilt for decumulation, the ins and outs of Monte Carlo simulations, Dr. Who and using gold in an accumulation portfolio. And THEN we our go through our weekly portfolio reviews of the…
  continue reading
 
In this episode we answer emails from Allison, Kenny and Steve. We discuss the methods and madnesses of financial media and the industry, modeling financial "experts" as hedgehogs and foxes, US dollars and debt, and correlations between treasury bonds and stocks, why portfolio income is just part of total returns and is not special, and incorporati…
  continue reading
 
In this episode we answer emails from Kyle, Andy, Eric and Bluto. We discuss datasets at Portfolio Visualizer, guidelines for making allocation changes in a portfolio generallly and with managed futures, managed futures funds DBMF, KMLM and CTA and distribution issues, and EconoMe Conference 2024. And THEN we our go through our weekly portfolio rev…
  continue reading
 
In this episode we do our annual portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio and compare them with various commercial reference portfolios. And entertain a four-year old child and our adult offspring. Support the showFrank Vasquez által
  continue reading
 
In this episode we answer emails from Slippery Steve, Keith, Brian, and Kyle. We discuss a momentum allocation strategy called "the 12% Solution" and complex allocation strategies in general, preferred shares and preferred shares funds, notions about correlations from Rick Ferri's All About Asset Allocation book (pub. 2005 and 2010), putting the Si…
  continue reading
 
In this rather short episode we answer emails from Ralph, Scott, Eric, the Mysterious Visitor 9575, and Steven. We discuss my recent absence and predilections for silliness, a recent podcast from the Inflation Guy about safe withdrawal rates and coming updates to the website. Links: Inflation Guy Podcast Episode: Ep. 92: Safe Withdrawal Rates - Acc…
  continue reading
 
In this episode we answer emails from Keith, Pete and Tim. We discuss developments in factor-based investing, portfolio transitions, RMDs, the recent Cederburg paper (again) and what goes on Down Under. And another visit from Lee-roy Jenkins. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Port…
  continue reading
 
In this episode we answer emails from Jenzo, Priah and Matt. We discuss a levered portfolio and tracking errors, the limitation of Scott Cederburg's latest academic paper, bootstrapping -- what it is and how it works --, what "blend" means in factor-speak, and some pitfalls with Portfolio Visualizer's datasets, And also the upcoming EconoMe Confere…
  continue reading
 
In this episode we return from hiatus to answer emails from Popeye, Clint and Mr. Klingon. We discuss a JP Morgan report, giving to the Father McKenna Center, adventures with a bad planner-provided portfolio and how to fix it, and that cowbell known as small cap value. And THEN we our go through our weekly portfolio reviews of the seven sample port…
  continue reading
 
In this episode we answer emails from Visitor 5970, Frank, Alexi (a/k/a "the Dude") and Paul. We discuss the bond funds in the TSP, the Catching Up To FI podcast, Wealthfront's atrocious attempt at a risk parity fund and the Pinwheel Portfolio. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Po…
  continue reading
 
In this episode we answer emails from Steve, Jeff and Kenny. We discuss the complex foibles of Empower/Personal Capital portfolios and transitioning them. investing in gold and silver and tax treatments, and using the Vanguard Wellesley Fund as a model for very conservative investors. And THEN we our go through our weekly portfolio reviews of the s…
  continue reading
 
Join us for a discussion with Blessing Adesiyan who entered corporate American with a baby in her arms, literally. She shares her nuggets about creating a care infrastructure for workers at all levels and how businesses can best adapt in this new post-COVID landscape. As Blessing says, we're not going back to how it was before. In this new reality,…
  continue reading
 
In this episode we answer emails from William, Tyler and Builderman. We discuss making changes in treasury bond fund allocations and the foibles of interest rate crystal balls, using the Portfolio Visualizer Monte Carlo simulator to model Golden Ratio style portfolios and musings about Iowa farmland and other family dynasty-type investments. And we…
  continue reading
 
In this episode we answer emails from Alexi (a/k/a "the Dude"), MyContactInfo and James. We discuss a couple new ETFs, CAOS and AHLT, follow up on earlier discussions about retirement calculators and investing in long term treasury bonds (VGLT and EDV). And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can f…
  continue reading
 
In this episode we answer emails from Mark, Mark and Cody. We discuss what first Mark learned by investigating JEPI, the history of investing in gold over the past 100 years and how that may affect the data, and potential data limitations in Portfolio Visualizer on very long Monte Carlo simulations. Bonus Links: The Mysterious London Gold Pool: Lon…
  continue reading
 
In this episode we answer questions from BuilderMan, Drew and MyContactInfo. We discuss how to incorporate farmland and other illiquid, income-producing assets in retirement expense planning, the perilous process of trying to manage a portfolio based on expert picks -- here, Ray Dalio -- and why venture capital may not be so smart. And then we disc…
  continue reading
 
In this episode we answer questions from Jeff, Geordi and Eames. We discuss wrangling with a Fidelity advisors and assorted salespeople, the difference between naïve or static portfolio construction versus using crystal balls for that purpose, a modified Golden Ratio-style portfolio, the pitfalls of buy-write funds like JEPI and BALI and a small is…
  continue reading
 
Diversity, Equity, and Inclusion efforts surged in 2020, but are now experiencing headwinds. Carrie Fletcher, leadership and strategy consultant, joins us to discuss how and why DEI initiatives falter, the critical role of men, and the need to address the elephant in the room which asks "what's in it for me"?…
  continue reading
 
In this episode we answer emails from MyContactInfo, Kyle and Eric. We discuss the pitfalls of retirement tools with help from Newman, Bob Ross and a contribution question and our old semi-nemesis, TIPS. Link: Bill Bernstein TIPS Ladder Article: Riskless at Age 104 - Articles - Advisor Perspectives Support the show…
  continue reading
 
In this episode we answer emails from Dave and Kanembou (from Chad). We discuss the ins and outs of various data sets (as opposed to crystal balls), choosing a portfolio based on aggressiveness or conservativeness, related safe withdrawal rate issues and Donor Advised Funds. And THEN we our go through our weekly portfolio reviews of the seven sampl…
  continue reading
 
In this jam-packed episode we answer questions from Luke, Ethan, and Garry. We discuss a modified Golden Butterfly portfolio, some meta-withdrawal strategy ideas and concepts, a process for deciding what to do with oneself, small-cap vs. small-cap value investments, some esoteric international tax issues and the new QQQY gambling problem fund. And …
  continue reading
 
In this episode we answer an email from Jeffrey about the "4% Rule". We discuss its origins, its three parameters (portfolio construction, time frame, and withdrawal mechanism), how it works, what it means and doesn't mean, its uses and misuses and how to make adjustments to improve your own outcomes. And THEN we our go through our weekly portfolio…
  continue reading
 
In this episode we answer emails from Brown, Justin, MyContactInfo and an Anonymous Trending Value Investor. We discuss investing in baskets of property & casualty insurance companies for effective diversification, what's happening at Risk Parity Chronicles, general thoughts about brokerages for DIY investors and an assortment of leveraged momentum…
  continue reading
 
In this episode we answer emails from Owen, Jeff and Will. We discuss the commonly believed misinformation about TIPS, the ins and outs of quality dogs and investing principles, and talk about backtesting data and how it is used and misused. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portf…
  continue reading
 
Welcome to Pathways to Parity, a podcast to educate aspiring and established women leaders seeking to make their mark in a gender-biased world. You will find here powerful conversations, unique insights, inspiration and solutions that aim to bring equity and parity across profession, politics and personal choices. The podcast is brought to you by T…
  continue reading
 
In this episode we answer emails from Graham, Hydromod and Katie. We discuss a couple new funds from Avantis, AVGE and AVGV, and creating a portfolio with those and RSBT, Hydromod's Okay Adventure portfolio management techniques with a levered risk parity style portfolio, and Katie's questions about buying a house with her partner. And we make fun …
  continue reading
 
In this episode we answer emails from Justin of Risk Parity Chronicles and Chris. We discuss Justin's new blogpost and a new fund that mixes stocks and managed futures, RSST, and follow up on Episode 288 with some useful references from Chris. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Por…
  continue reading
 
In this episode we respond to emails from Matt, MyContactInfo, Alexi (a/k/a "Dude") and Sharon. We follow up on Matt's email from Episode 286, talk more about using Portfolio Visualizer and safe and perpetual withdrawal rates, Allan Roth's critique of Wade Pfau's analysis and article and related issues, and individual bonds vs. bond funds. Links: M…
  continue reading
 
In this episode we answer a loooooong email from Kevin. We discuss how to use backtesting and Monte Carlo simulations and how they related to safe and perpetual withdrawal rates, classic and modified Risk Parity-style portfolios, assorted variables and metrics, sizing allocations, Kevin's overall portfolio. And conclude with Monty Python and Kevin …
  continue reading
 
In this episode we answer emails from Chas, MyContactInfo and JDM. We discuss momentum-based funds and strategies (see also Episodes 218, 231 and 234), the inherent difficulties of trying to use GDP and other macro-economic data to make investing decisions and the basics of implementing a Golden Butterfly portfolio. Links: AQR Article -- Fama on Mo…
  continue reading
 
In this episode we answer emails from Kyle, Blake and Matt. We discuss investing in a 457 plan with a self-directed option, Blake's gambling problem -- err, very interesting leveraged portfolio, and how to evaluate RIAs through their SEC filings as applied to Lido. Links: Analysis of Total Market vs. 60/20/20 vs. Large cap/small cap value portfolio…
  continue reading
 
Good Guys authors David Smith and Brad Johnson say that men are the key to gender parity. We agree but we need many more men as allies. In this episode, Cathy and Deborah ask the tough questions. What is standing in the way of full engagement by men? And for those men who are engaged, what can they do right now? You can learn more about the importa…
  continue reading
 
We are joined by Gender Equity and Reconciliation International (GERI) to discuss bringing women and men together to listen to each other and bridge the gender divide. Its view? Parity isn't possible unless we engage with each other more deeply. GERI colleagues Cynthia Brix and Jon Levitt share a glimpse into what this process entails.…
  continue reading
 
In this episode we answer emails from Chas, Keith and Fritz. We discuss the new Asset Camp tool offered by David Stein, basic issues of leverage (listen also Episodes 258 and 259) and the recent performance of long term treasury bonds. Links: Asset Camp: Asset Camp - Asset Camp Ben Carlson blog post: Everything & Everyone Underperforms Eventually -…
  continue reading
 
In this episode we answer emails from Jimmy, John and MyContactInfo. We discuss the foibles of trying to make investment decisions based on news, politics or macro-economic events, Joel Greenblatt's investment methodologies re value-weighting from 2010 and where there are today, and learn some more from Professor Aswath Damodaran about why you cann…
  continue reading
 
In this episode we answer emails from Mark, Wesley and Tom. We make fun of the host and talk about his personality traits and the Big Five personality test, Wesley's portfolio and the new managed futures fund, CTA, and a question about the historical performance about stocks in Great Britain. Links: Revisionist History Podcast re Cliff Asness and D…
  continue reading
 
In this episode we answer emails from Kevin, Philip and Brown. We discuss (and thank) our generous listeners, our three principles -- Simplicity, Macro-allocation and Holy Grail -- and why they need to work together, using conservative portfolios for accumulation, investing in international funds in a sensible manner to maximize diversification and…
  continue reading
 
In this episode we answer emails from Jeff, Micah and Chris. We discuss some data anomalies of Portfolio Visualizer pertaining to REITs, how to interpret and use Monte Carlo simulations, a more aggressive variation of the Golden Butterfly portfolio (similar to the Weird Portfolio) and the recent performance of the Golden Butterfly portfolio itself.…
  continue reading
 
In this episode we answer an email from Judy. We discuss a 2013 Michael Kitces article about risk parity, which aspects we have incorporated and which we have not (and why), and then talk about an interview of William Bernstein about his new book and some related thoughts and ramifications about bonds, crystal balls, annuities and other things. (No…
  continue reading
 
In this episode we open up Season Four by answering emails from Pete, Arnold and Igor. We discuss Pete's slightly levered Golden Ratio type portfolio, TJUL and buffered funds generally and a Portfolio Visualizer anomaly. It's Shplendid! Links: Optimized Portfolio Article re UPRO and other leveraged ETFs: The 9 Best Leveraged ETFs To Enhance Portfol…
  continue reading
 
In this episode we close out Season Three with a discussion of the annual rebalancings we performed last week on four of the Sample Portfolios -- the All Seasons, the Golden Butterfly, the Golden Ratio and the Risk Parity Ultimate. It's nitty and its gritty. Link to Portfolios Page: Portfolios | Risk Parity Radio Support the show…
  continue reading
 
Loading …

Gyors referencia kézikönyv