Episode Details
Back to EpisodesEpisode 217: Tax Loss Harvesting, Golden Ratio Mania, The Asset Swapping Technique, Portfolio Finding And Todd
Description
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 swapping between taxable and tax-protected accounts, and REITs in the Portfolio Charts Portfolio Finder.
Links:
Portfolio Charts Tax Loss Harvesting Article: Harvesting the Fall: Why I Sold All My Bonds – Portfolio Charts
Buffett's Alpha Paper: Buffett’s Alpha (tandfonline.com)
Brad's Portfolio Construction Article: How to Balance a Portfolio - (breakingthemarket.com)
Brad's Other Article: Breaking the Market University -
Portfolio Charts Portfolio Finder: PORTFOLIO FINDER – Portfolio Charts
Early Retirement Now SWR Spreadsheet Tool Article and Link: An Updated Google Sheet DIY Withdrawal Rate Toolbox (SWR Series Part 28) – Early Retirement Now