Episode Details

Episode 293: Property & Casualty Investing, RPC, Brokerage Thoughts and Assorted Advanced Portfolio Constructions

Season 4 Episode 293 Published 2 years, 6 months ago

In this episode we answer emails from Brown, Justin, MyContactInfo and an Anonymous Trending Value Investor. We discuss investing in baskets of property & casualty insurance companies for effective diversification, what's happening at Risk Parity Chronicles, general thoughts about brokerages for DIY investors and an assortment of leveraged momentum-based strategies.

Links:

Walk4McKenna: Walk4McKenna - Father McKenna Center

KBWP Portfolio: KBWP – Portfolio – Invesco KBW Property & Casualty Ins ETF | Morningstar

Portfolio Visualizer of KBWP vs. Direct Indexes: https://tinyurl.com/4sfh3s49

Risk Parity Chronicles: Risk Parity Chronicles

AVGV Article: AVGV ETF Review - Avantis All Equity Markets Value ETF (optimizedportfolio.com)

Swedroe Article on Diversification: How to think differently about diversification | TEBI (evidenceinvestor.com)

Anonymous Factor Regression Analysis: https://tinyurl.com/2vymptuz

Anonymous Portfolio Analysis: https://tinyurl.com/yzcwazdy

Trending Value Blog Post: 100% Factor Focused Equities vs Diversification Reigns Supreme (pictureperfectportfolios.com)