Episode Details

In this episode we answer emails from Nick, Mr. Harris and Howard.  We discuss the hoary details of the tax reporting of GLDM, following your rebalancing rules and why relying on the past performance of managed mutual funds probably is not a good idea.

And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.  With rebalancing this week!

Additional links:

Father McKenna Center Giving Page:  Donate - Father McKenna Center

Optimal Rebalancing Article:  Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)

SPIVA Report for 2021:  SPIVA U.S. Year-End 2021 Scorecard (spglobal.com)

Morningstar Analyzer -- PRWCX:  PRWCX – Portfolio – T. Rowe Price Capital Appreciation | Morningstar

Portfolio Visualizer Comparison Analyses of PRWCX:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

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