Episode 289: More Lido Shuffling and Monte Carlo Mania, Personal Finance Guru Battles, and Bonds vs. Bond Funds

Risk Parity Radio

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:
Matt's Current Portfolio Monte Carlo Sim: Monte Carlo Simulation (portfoliovisualizer.com)
Similar Allocation Monte Carlo Sim: https://tinyurl.com/2p8twtdp
Golden Butterfly Monte Carlo Sim: https://tinyurl.com/54c9b68x
Modified Golden Ratio Monte Carlo Sim: https://tinyurl.com/4pca2sdh
AQR Paper on Trend Following: A Century of Evidence on Trend-Following Investing (aqr.com)
Retirement & IRA show (Episode EDU #2334): Reexamining The Fun Number, MDF and Secure Income: EDU #2334 - The Retirement and IRA Show
Advisor Perspectives Article #1: Are Fixed Indexed Annuities More Efficient Than Bonds? - Articles - Advisor Perspectives
Advisor Perspectives Article #2: Challenging Morningstar’s Safe Withdrawal Rates - Articles - Advisor Perspectives
Wealth of Common Sense Article re Epidemic of Over-saving: You Probably Need Less Money Than You Think For Retirement - A Wealth of Common Sense
Wealth of Common Sense Article re Bonds vs. Bond Funds: Owning Individual Bonds vs. Owning a Bond Fund - A Wealth of Common Sense
Walk4McKenna: Walk4McKenna - Father McKenna Center

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