Episode Details

Episode 272: More On DBMF, A Frolic And Detour Into Rowing, Asset Location Basics And Portfolio Reviews As Of June 30, 2023

Season 3 Episode 272 Published 2 years, 8 months ago

In this episode we answer emails from Thurston Howell VI, MyContactInfo and Keith. We discuss DBMF and managed futures funds generally, my family's rapture with the sport of rowing and how to make basic asset location decisions to minimize taxes.

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

Additional links:

Barry Ritholtz Interview of Andrew Beer (DBMF) (2021): Andrew Beer on the Hedge Fund Industry (Podcast) - Masters in Business - Omny.fm

DBMF Web Page: iMGP DBi Managed Futures Strategy ETF | iMGP Funds

DBMF Current Holdings Link (download): https://partnerselectfunds.com/wp-content/uploads/Holdings/DBMF-Holdings.xlsx

Taxation of Gold -- CNBC Article with links: Gold, silver ETF owners face 28% top tax rate on capital gains (cnbc.com)

Asset Swap Tutorial from Justin/Risk Parity Chronicles: How to Do an Asset Swap - YouTube