Episode Details
Back to EpisodesEpisode 215: Heavy Metal, ESG, Growth & Value Funds And The Infernal JEPI
Description
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 Parity Chronicles Resources: Resources - Risk Parity Chronicles
ESG Article One: Shades of Green - HumbleDollar
ESG Article Two: Musings on Markets: ESG's Russia Test: Trial by Fire or Crash and Burn? (aswathdamodaran.blogspot.com)
Backtest of 50/50 Value/Growth vs. Total Market: Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)
Asset Correlation Matric for JEPI: Asset Correlations (portfoliovisualizer.com)