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Episode 262: Lessons From Last Year, Sleeping Better With Conservative Portfolios And Gambling Problems

Season 3 Episode 262 Published 2 years, 7 months ago
Description

In this episode we answer emails from Bruce, Raymond and Alexi (a/k/a "Dude").  We discuss what we learned from last year about the performance of various assets in a severely rising interest environment, holding a conservative portfolio in accumulation to sleep better and one of the Dude's gambling experiments involving UDOW and TQQQ.

Links:

Updated UNC Paper re Bonds, Flights to Safety and Stock Market Volatility:  SSRN-id1436124.pdf

Portfolio Charts Time to Financial Independence Calculator:   FINANCIAL INDEPENDENCE – Portfolio Charts

Alexi's UDOW/TQQQ Analysis:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Long Term Analysis of Total Market vs. 50/50 Large Cap Growth/Value:  Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)

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