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Episode 282: A Long Letter Of Gratitude, Principles, Assorted Asset Considerations And Portfolio Reviews As Of August 11, 2023

Season 4 Episode 282 Published 2 years, 4 months ago
Description

In this episode we answer emails from Kevin, Philip and Brown.  We discuss (and thank) our generous listeners, our three principles -- Simplicity,  Macro-allocation and Holy Grail -- and why they need to work together, using conservative portfolios for accumulation, investing in international funds in a sensible manner to maximize diversification and international currency risks, investing in utilities funds (listen also Episode 27) and property & casualty insurance companies.  Whew!

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:

Father McKenna Center Main Donation Page:  Donate - Father McKenna Center

Walk4McKenna:  Walk4McKenna - Father McKenna Center

Holy Grail Principle Video:  Ray Dalio breaks down his "Holy Grail" - YouTube

Portfolio Visualizer Backtest of Utilities vs. REITs vs. P&C Insurance:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

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