Risk Parity Radio

Dec 18 2024 390 ep. 31 mins 350
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 388: Fun With A Financial Birthday Poem, A Couple Leveraged Portfolios And A Distribution On A Short Timeframe

Dec 18 2024 30 mins  
In this episode we answer emails from Cy, Lucas, and Rafa. We discuss a poem from a financial advisor, a quandary between two gambling problem leveraged portfolios and application of the Macro-allocation Principle, and what to do about a trust with an abbreviated distribution timeline.Note, we forgot to include the second email from Lucas, but it was just yet another reference to t

Episode 387: Reprising The Big Mo, Mid-caps, Stuff On The Website And Portfolio Reviews As Of December 13, 2024

Dec 15 2024 32 mins  
In this episode we answer emails from Ed, Wes and Mary Anne. We revisit the momentum factor and squeeze that lemon a bit (and our dinner with the Dude) talk about mid-caps and limited 401k options, and discuss some of the information on the portfolios page at the website (and its limitations).And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you

Episode 386: Strategies Of The Over-saved, Fun With Leverage And Tips For Our British Friends

Dec 11 2024 24 mins  
In this episode we answer email from Pankaj, Matthias and Iain. We discuss the simple path to withdrawals when you are over-saved and the over-complications of the over-saved, reprise some information about leveraged accumulation portfolios and provide some tips for a U.K listener.Links:Interview of Jim Grubman: Dr. Jim Grubman: The Psychology of Wealth | Rational Reminder 282Pensi

Episode 385: Celebrating Generosity And Friends, Mixing It Up With Bonds, And Portfolio Reviews As Of December 6, 2024

Dec 08 2024 50 mins  
In this episode we answer emails from Ashley, Alexi (a/k/a "the Dude"), and Sean. We discuss our charity and my financial coaching on the side, fun times with the Dude, and an overview of the use of bonds in a portfolio and principles of portfolio construction. For reference, earlier bond episodes mentioned are 14, 16, 75 and 78, 142, 186 and 232, although there are others you can

Episode 384: More On Large Cap Growth Funds, An AI-Podcaster CAPE'd Reprise, And Reviewing The Purpose Of Treasury Bonds

Dec 04 2024 50 mins  
In this episode we answer emails from Justin, Matt and Donald. We regale in friendships, revisit large cap growth funds with IWY, do a reprise of Episode 238 about the limitations of CAPE ratios with the help of AI podcasters, and discuss the purpose of treasury bonds in a portfolio as recession insurance, and the circumstances of when you might not need it.Links:Father McKenna Cen

Episode 383: The New I-Fund, A Pinwheel, Alternate Management And Portfolio Reviews As Of November 29, 2024

Dec 01 2024 28 mins  
In this episode we answer emails from James, Van and Michael. We discuss the new international fund in the federal TSP, the Pinwheel Portfolio and the Portfolio Matrix Tool, and variations in portfolio management with the Golden Butterfly portfolio. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.

Episode 382: Managed Futures, VUG vs. QQQ, And Other Fund Considerations

Nov 27 2024 23 mins  
In this episode we answer emails from George, Alexi (a/k/a "the Dude") and Sean. We discuss a new article about the benefits of managed futures in a portfolio, the Dude's face-off between VUG and QQQ, and considerations for choosing large cap growth funds and international value funds.Links:Father McKenna Center Lessons And Carols: Lessons and Carols - Father McKenna CenterNew Arti

Episode 381: Retirement Account Basics, Some Cool New Podcasts, And Portfolio Reviews As Of November 22, 2024

Nov 24 2024 57 mins  
In this episode we answer an email from Tom, Tom the Podcaster's Son (a/k/a "Patrick Star"). We discuss the basics of retirement accounts in honor of the annual benefits enrollment period and some rules of thumb for contributing to them, with a little commentary on HSAs. We also discuss interesting recent podcasts featuring Bill Bengen, Corey Hoffstein and Cliff Asness. And our fri

Episode 380: Missing Links, Efficient Transitioning In Taxable Accounts And Incorporating Global Exposures

Nov 20 2024 26 mins  
In this episode we answer emails from Melissa, Neil, Mark and Mike. We discuss a missing link from Episode 7 and a substitute for it, the podcast distribution, moving from an accumulation portfolio in a taxable account to a retirement portfolio efficiently, and considerations when incorporating international (non-U.S.) funds. Links:Three Ingredients Article: Three Secret Ingredient

Episode 379: Using Risk Parity Portfolios For Elder Relatives, Intermediate Goals And Accumulation, And Portfolio Reviews As Of November 15, 2024

Nov 17 2024 31 mins  
In this episode we answer emails from Jenny, Arun and Jeff. We discuss setting up a risk parity style portfolio for an elder relative, what to do with 529 money and college funds when you are getting close, and the use of risk parity style portfolios for intermediate goals or accumulation.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can