Risk Parity Radio

Mar 26 2025 411 ep. 31 mins 366
Risk Parity Radio Podcast artwork

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, managed futures, 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.

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Episode 409: The PFFA Fund, TSP Allocation Considerations And Those New-Fangled Return Stacked Funds

Mar 26 2025 34 mins  
In this episode we reflect on our recent meet-up and answer emails from Chris, Gigi and Mark. We discuss preferred shares funds and PFFA in particular, considerations about allocations in a TSP based on goals and current progress in your financial life, and them thar new-fangled return stacked funds. Links: PFFA Summary: PFFA – Virtus InfraCap US Preferred Stock ETF – ETF Stock

Episode 408: Rebalancing Frequency, Share Lending, Style Boxes, Strips, And The Golden Ratio Portfolio

Mar 19 2025 20 mins  
In this episode we answer emails from Randy, Richard and Jamie. We discuss rebalancing frequency, share-lending at Fidelity, moves in Morningstar's style boxes and strips treasury funds vs. long term treasury bond funds. And we announce the new listing of the Golden Ratio portfolio at Portfolio Charts and thank Tyler and Van for that. Links: Father McKenna Center Donation Page: Don

Episode 407: Multi-Asset Funds Like GDE, "Life Cycle" Econ-Models, Historical Interest Rate Musings And Portfolio Reviews As Of March 14, 2025

Mar 16 2025 40 mins  
In this episode we answer emails from Dustin, MyContactInfo, and Mark. We discuss the ETF GDE and combo return stacked funds generally, why you probably don't want to use economists' "life cycle model" for personal finance planning due to its unrealistic underlying assumptions, and whether we could use historical high interest rates to create market timing and allocation signals be

Episode 406: REITs, Vacant Land, Bitcoin Today And Eh, Steve!

Mar 13 2025 28 mins  
In this episode, we answer emails from Spencer, Ko and Steve. We discuss REITs as a portfolio allocation, why vacant land is probably not a good investment for most people, "talking your book" with bitcoin for fun and profit and how it looks today in a portfolio, law school education and that infamous Cederburg paper (again but only briefly). Links: Father McKenna Center Donation P

Episode 405: Treasury Strips Funds As A Form Of Leverage, A Return Stacked Portfolio, The Golden Ratio And Portfolio Reviews As Of March 7, 2025

Mar 09 2025 30 mins  
In this episode we answer emails from Eli, Garrison and Van. We discuss usig treasury strips ETFs like GOVZ and ZROZ and how they relate to long-term treasury bond funds like TLT and VGLT, a "returned-stacked" portfolio similar to O.P.T.R.A. for accumulation and early retirement and why the Golden Ratio portfolio performs very well on many metrics. And THEN we our go through our we

Episode 404: Tax Location Considerations, Old Gold Book, Scottish ETFs, And Diversification Musings On International vs. US

Mar 05 2025 35 mins  
In this episode we answer emails from Caleb, Visitor #4565, Paul, Michael (from Scotland) and Jamie. We discuss tax location (or asset location for tax purposes), the zeitgeist of this podcast, an old book by Don Coxe about gold and other things, a good website for finding ETFs in the UK and otherwise outside the US, and how to best incorporate and prioritize (not) international vs

Episode 403: Navigating The New Regime, What Does A Weak Dollar Mean, Inflation In Withdrawals And Portfolio Reviews As Of February 28, 2025

Mar 02 2025 36 mins  
In this episode we answer emails from Andy, Mark and Graham. We discuss what may do well under the current US administration and related concerns, what a weak dollar means for risk assets and allocating to volatility, and how inflation should realistically be accounted for in withdrawals. And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfo

Episode 402: Getting A Little More Aggressive, A QREARX Redux, And What Does "Value" Mean Anyway

Feb 12 2025 24 mins  
In this episode we answer emails from Philip, David and Keith. We discuss an aggressive risk-parity style portfolio (without leverage), review QREARX, which we analyzed in Episode 81, and how the value factor is determined by various funds and indexes. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center Portfolio Matrix Tool at Portfolio Charts: Portfolio Mat

Episode 401: Generous Times, More Cowbell, Choosing Appropriate Retirement Role Models, Short Term Bonds, And Portfolio Reviews As Of February 7, 2025

Feb 09 2025 62 mins  
In this episode we answer emails from Richard, Robert and Jacob. We discuss Richard's generosity and excellent example as a role model, an ill-conceived and biased critique of small cap value allocations, why you probably should not use popular personal finance gurus as retirement role models due to their workaholism and hoarding behaviors, and why having too much cash or very shor

Episode 400: An AI Thingamabob Takes Over To Review And Reconstruct Our First Five Foundational Episodes

Feb 05 2025 108 mins  
In this frolic and detour from our regularly scheduled programming, we create a "Reference Episode" by employing two AI podcasters to summarize the information contained in Episodes 1, 3, 5, 7 and 9, which are some of the foundational episodes for this podcast. BTW, choose PFFV instead of PFF if you are interested in that. But the point was to teach you how to analyze investments.