Episode Details
Back to EpisodesEpisode 251: Separating Withdrawal Strategy Dogs & Tails, Yet More Leveraged Fund Fun And Poking At Some Portfolio Pessimists
Description
In this episode we answer emails from Pete, MyContactInfo and Jenzo. We discuss leveraged funds, a paper about holding them longer term and optimal leverage, analyzing leveraged portfolios, meta-concepts of retirement portfolio planning and how to separate the critical components of a withdrawal strategy (the dogs) from various management techniques, labeling methods and mental accounting (the tails), and last year's scare paper about hyper-low safe withdrawal rates of poorly constructed international portfolios.
Links:
Leveraged Portfolios Article/Paper: Double-Digit Numerics - Articles - The Big Myth about Leveraged ETFs (ddnum.com)
Sample Optimized Portfolios Article: What Is a Leveraged ETF and How Do They Work? (optimizedportfolio.com)
Analysis of UPRO vs S&P: https://tinyurl.com/me4c2xj9
Analysis of TNA vs. IWM: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Analysis of TMF vs. TLT: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Portfolio Charts Risk/Reward Calculator: RISK AND RETURN – Portfolio Charts
Portfolio Visualizer Efficient Frontier Tool: Efficient Frontier (portfoliovisualizer.com)
Bond Funds vs. Bond Ladders: Owning Individual Bonds vs. Owning a Bond Fund - A Wealth of Common Sense
Low Safe Withdrawal Rate Paper: delivery.php (ssrn.com)