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.
 
P
Parity Podcast

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.
 
Loading …
show series
 
In this episode we answer emails from Gregory, MyContactInfo, Ralphio and Spencer. We discuss the overriding currency speculation aspect of investing in non-U.S. funds, keeping things simple during accumulation, leveraged funds, some academic analyses of managed funds and what to make of it, how to identify the basic factors of given funds and the …
 
The price of men being led to believe that they must act in ways that conform to their gender can be enormous, for men and women alike. Guest Co-Host Andy Cooper joins Deborah Pollack-Milgate for a discussion with author, psychologist, and masculinity studies pioneer Dr. Ronald Levant. Dr. Levant talks about the socialization of boys and masculinit…
 
In this episode we answer emails from Nick, Mr. Harris and Howard. We discuss the hoary details of the tax reporting of GLDM, following your rebalancing rules and why relying on the past performance of managed mutual funds probably is not a good idea. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can fin…
 
In this episode we answer emails from Uday, Rick, Anderson and Jacques. We discuss Giving Tuesday and the Father McKenna Center, new tutorials at Risk Parity Chronicles about asset swaps and wash sales, buffered ETFs and scandalous structured products, why we still love gold (a little), getting exposure to small cap value -- yada, yada, yada -- and…
 
In this episode we answer emails from Ethan, Eric, MyContactInfo and Jon. We discuss using the Golden Ratio portfolio for intermediate accumulations, Hedgehogs and Foxes in economic forecasting, total bond funds, momentum factor investing and Frankie Goes To Hollywood. And THEN we our go through our weekly portfolio reviews of the seven sample port…
 
In this episode we answer questions from Brad, Craig, AnnieMous, and Jack. We discuss new information from Portfolio Charts about tax-loss harvesting bond funds like TLT (and other funds), portfolio construction with the Golden Ratio, the recent popularity of managed futures with the info-sales and marketing crowd, portfolio management with asset s…
 
In this episode we answer emails from Blake, Gen and MyContactInfo. We discuss Blake's good work with analysis tools, fractional shares of ETFs and more on managed futures and DBMF. And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. Additional links: Bla…
 
In this episode we return from vacation ready to rumble and answer emails from Peter, David, MyContactInfo (x2) and Mark. We appreciate our listeners and then annoy them (I've got an angle), talk about ESG investing and why you want to have both growth and value funds and talk about buy-write funds in general and JEPI in particular. Links: Risk Par…
 
In this episode we answer emails from Harvey (a large rodent), MyContactInfo and Mark. We discuss the Dragon Portfolio and managed futures funds like DBMF, reprise Episode 202, some common mistakes of amateur investors, reverse mortgages (briefly), and how we have incorporated and modified classic and theoretical risk parity principles. Links: Rece…
 
In this episode we answer questions from Jeremy, Richard and Gen. We discuss the moribund WARM portfolio strategy, more issues about annuities and where to learn more about them, and fractional share trading of ETFs. And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk …
 
In this episode we answer emails from Sue, Vern and Rene. We discuss revocable trusts, where and where not to get them and why or why not you might want one, the mechanics of rebalancing and drawing down on a portfolio with multiple accounts, and the differences between various small cap funds like IJR, IJS, IJT and VIOV. Support the show…
 
In this episode we answer emails from Boone, MyContactInfo and Alex. We discuss issues with leverage, real estate invesments, spreadsheet projections and guessing about the future. Listen for the BLOOPER! And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio…
 
In this episode we follow up on Episode 209 with some recent (as in this week) Wade Pfau references that confirm what we said about overly pessimistic SWR assumptions. And then we answer emails from Justin, Drew, Jim and Chris. We discuss REITs and the Risk Parity Chronicles series about them, good sources for information about factor or "smart bet…
 
In this episode we answer a lengthy email from Kevin about issues with popular estimates of Safe Withdrawal Rates. We then discuss the problems with and failings of some of these estimates and their underlying analysis, including why Best Practices beat Convenient Shibboleths, failures to analyze non-simplistic portfolios, misuse of the "reversion …
 
In this episode we discuss an email from and conversation with Paul Merriman. We follow up on his suggestion/request that we create an episode for beginning investors to help them get going in a simple way that can work. And then we embark on a very special trip. Very. Special. Links: The Four Phases of Saving and Investing for Retirement: The Four…
 
We talk with Dr. Anne Beall, author of Cinderella Did Not Live Happily Ever After: The Hidden Messages in Fairy Tales. Using data science, we discuss fairy tale themes: women are passive and largely devoid of power and agency, except for witches and evil stepmothers, while men are smart, brave, and heroic. Join us as we discuss how these themes con…
 
In this episode we answer emails from Arun, Jeffrey and Chris. We discuss using simple back-of-the-envelope estimation methods to solve for complex portfolio projections, using a risk parity style portfolio for intermediate accumulations, and re-cap annuity considerations from Episode 184. And THEN we our go through our weekly and monthly portfolio…
 
In this episode we answer questions from MyContactInfo, Wesley and Adam. In a tour de force presentation, we discuss Michael Mauboussin's book, "The Success Equation: Untangling Skill and Luck in Business, Sports and Investing", the implications of an all small-cap value portfolio and applying the ideas of Bruce Lee and Emerson to Jack Bogle's "Com…
 
In this episode we answer emails from Connor, Paul and Paul Z. We discuss a new single bond ETF, Paul's risk parity style portfolio and AVUV vs. VIOV. And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. Additional Links: Connor's Article: Single-Bond ETFs…
 
In this episode I answer a question from Charles, who has a terminal illness. We go off topic and discuss books about dying, examples of people who did it well, and resources for short-term trading. Links: End of Life Series: Barbara Karnes' End of Life Guideline Series - BK Books – BK Books The Five Invitations: The Book | The Five invitations: Wh…
 
In this episode we answer emails from Gen, Greg and Nathan. We discuss how to find funds using a fund screener and why you should not be using the investment account equivalents of blackberries and flip-phones any more, individual REIT selections, and value and growth data sources. I forgot to mention that the other individual REIT we hold is WY, w…
 
In this episode we answer questions from Andy and Todd. We discuss the Buy, Borrow, Die Strategy and everything you wanted to know about the Host (or maybe not) and his approach. Links: Luke Burgis Book About Mimetic Theory: Wanting: The Power of Mimetic Desire in Everyday Life by Luke Burgis | Goodreads Barking Up The Wrong Tree Book: Barking Up t…
 
Caregiving is a second economy that requires a skilled workforce all its own. Yet, in the absence of acknowledging the scale and critical relevance of this economy, the main drivers and load-bearers of this economy remain women. We simply cannot achieve gender parity without more support and without others taking on their share of the load. Dr. Nit…
 
In this episode we answer emails from Micah, Steve and Keith. We discuss the limit on the usefulness of Sharpe and Sortino ratios, helping out Steve's daughters with building and managing a portfolio for medium-length goals and what else Uncle Frank says to guide his adult kids with ant brains and grasshopper brains and comparing actual performance…
 
In this episode we answer emails from Justus (x2), Anderson and Blake. We discuss life transitions, what I've learned over an evolving DIY investing career, and Blake's Pathway of FI. And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. Additional Links: P…
 
In this episodes we answer emails from Alexi (Dude!), Brian, NED(!) and William. We discuss DBMF and managed futures funds, a 80/10/10 transition portfolio, leverage in accumulation portfolios and adjusting all-stock index fund portfolios. Links: Walk For McKenna: Walk4McKenna - Father McKenna Center Andrew Beer (DBMF) Interview: Jack Bogle of Hedg…
 
In this episode we answer emails from Karen, Adam and Pankaj. We revisit China and reserve currencies, discuss cognitive biases, talk about accumulation portfolios, bonds and the Macro Allocation Principle, and about tax loss harvesting bond and gold ETFs. And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portf…
 
In this episode we answer emails from Howard, Paxton, Neil and Soo New. We discuss why financial TV is bad for your financial mind and health, the RISR ETF that invests in interest components of mortgage-backed securities, defense stock ETFs, the JPST ETF and what Soo New might do with her employer pension fund. It's Weird, Wild Stuff! Links: RISR …
 
Caregiving is a second economy that requires a skilled workforce all its own. Yet, women are its main drivers, leaving us tired and worn out, and making it nigh impossible to compete in the workplace. We cannot achieve gender parity without more support. The pandemic showed us that caregivers and those we tend to deserve better. Dr. Nithila Peter j…
 
In this episode we answer emails from Davis, Justus and Value Stock Geek. We discuss how to use extended duration bond funds like EDV, ZROZ and GOVZ, reprise our discussion about life transitions from Episode 71 and veer off into Peter Zeihan and China's demographics. And THEN we our go through our weekly and monthly portfolio reviews of the seven …
 
In this episode we answer emails from MyContactInfo (x2), William and Peter. We discuss how brokerages and cars are alike, a correlation episode reference, analyzing a portfolio with Fidelity Select Funds in it (and other things) and transitions from VTSAX to some small cap cowbell and then to a Golden Ratio portfolio for retirement. Links: I'm Not…
 
In this episode we answer emails from Visitor #1109, Keith and Brad. We discuss Dunn Capital and Managed Futures funds, our podcast charity -- the Father McKenna Center --, and Mutiny Fund's "Cockroach Portfolio". And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Par…
 
In this episode we answer emails from MyContactInfo (x2), Chris, and Andrew. We discuss "The Myth of Private Equity" by Jeff Hooke, the paradox of skill and how it is applied in garden-based portfolio construction, volatility targeting as a decision making mechanism for investing and my gout, my podcast musical selections and the security of the Go…
 
In this annual feature we discuss how we rebalanced four of the sample portfolios you can find at Portfolios | Risk Parity Radio and have frolics and detours into discussions of bucket strategies, crypto-funds and the details of the Risk Parity Ultimate sample portfolio. We also highlight a new video tutorial from Justin at Risk Parity Chronicles a…
 
In this episode we answer emails from Anderson, Aaron, Anna and Travis. We discuss how to use Portfolio Visualizer to compare portfolios on a particular time-frame using samples and a 60/40, where to address any data issues to Portfolio Charts and Portfolio Visualizer, and the current frustrations many are having with using Vanguard. And then we co…
 
In this episode we answer emails from Jody, Neil and The Nameless One. We discuss the basic ideas of portfolio constructions and the tools for doing it, the Golden Ratio portfolio and gold itself, and more I-bond suggestions and links. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios …
 
In this episode we answer emails from MyContactInfo, Rob and Justin. We discuss a paper about GDP and the problems with using it to predict stock market returns, why China may never overtake the U.S. and ascend to reserve currency status and a most excellent rebalancing resource you can find at the Risk Parity Chronicles website and blog. Links: Ec…
 
In this episode we answer emails from Paul, Soo-New and Geordi. We discuss using the AVUV fund for your small cap value allocation, the timing of withdrawals to reduce stress and crystal balls, and small cap value vs. small cap blend funds. And we reference an article at Portfolio Charts reviewing common portfolios' performances in the first half o…
 
In this episode we answer emails from MyContactInfo, Brett and Jamie. We discussed inherent biases, rolling over a TSP portfolio and reallocating it at Fidelity with or without a crystal ball, have a lengthy talk about allocations to managed futures and the difficulties in analyzing them, and SCO, a short oil futures ETF. Links: Gwen's Frustrations…
 
Workplace communications are powerful - they can make and break careers, incent us to give our all, or cause us to run for the hills and join the Great Resignation. In this episode, we discuss inclusive communication tips for everyone including leaders and allies, as well as strategies when you find yourself in cultures where it is difficult to be …
 
In this episode we answer questions from Matsui, FuriousRiskParityInvestor and Paul. We discuss why we have chosen excessively aggressive withdrawal rates for the sample portfolios, revisit treasury bond correlation issues and why smaller allocations to long-term treasuries make more sense than larger allocations to intermediate treasury bonds in m…
 
In this episode we answer emails from Eric, Colin and Chris. We discuss the pros and cons of Interactive Brokers, the generally useless nature of private equity, David Stein's Asset Gardening approach, and stagflation. And that's the way it was and we liked it! Links: Correlation Analysis of Private Equity Fund (PSP): Asset Correlations (portfoliov…
 
In this episode we answer emails from MyContactInfo, Nancy and Anderson. We discuss why I'm not writing a book any time soon, the performance stats on the Portfolios Page, when I might consider a simple annuity and why I don't like financial personality profiling, and the difficulties of adding leverage in portfolio downturns. And THEN we our go th…
 
In this episode we answer emails from MyContactInfo, Jeff, Liah and Andrin. We discuss asset pricing models, the history of economics and Bogle's Cost Matter Hypothesis, Emerson and Foolish Consistencies and the FTSE All World GDP Weighted Index. Links: Self-Reliance: Self-Reliance: Change Your Life For The Better - Ralph Waldo Emerson (emersoncent…
 
In this episode we answer emails from Julie T, Geordi and Justin. We discuss mechanisms for withdrawals from retirement portfolios, transitioning portfolios as you get close to retirement and the whys and hows of adding new investments to a portfolio. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can fin…
 
In this episode we answer emails from Brian, Grant and MyContactInfo. We discuss rebalancing mechanisms and rules for various kinds of portfolios and the big discount brokers. Links: Optimized Rebalancing Article: Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com) Brian's Golden Butterfly with Annual Rebalancing: Backtest Portfolio…
 
In this episode we answer emails from Kirk, MyContactInfo and Holly. We revisit QREARX, Episode 179 and Correlation Metrics, and then we entertain Holly's requests for book recommendations. And I forgot to recommend "Money For The Rest Of Us" by J. David Stein in that segment. And THEN we our go through our weekly portfolio reviews of the seven sam…
 
In this episode we answer emails from Karen, Ron, Brian and Paul. We discuss shameless plugs for my family and friends and other considerations in selecting a financial advisor/manager, the full cycle of investing and Paul's value- and Iowa-focused portfolio. Links: Bridget Patel (better call her): Bridget Patel - Profile | Alliance of Comprehensiv…
 
In this episode we answer emails from George, Grant, Visitor #4090, Justin and Lili. We discuss the long-time usage and popularity of risk parity concepts by professional investors, a levered Golden Butterfly portfolio, the website chat function, Japan, crypto (a little) and consulting services. And my general laziness. And THEN we our go through o…
 
Loading …

Gyors referencia kézikönyv

Google login Twitter login Classic login