Episode Details

Episode 296: Thinking About Data Sets and Portfolio Selection, Donor Advised Funds And Portfolio Reviews As Of October 6, 2023

Season 4 Episode 296 Published 2 years, 3 months ago

In this episode we answer emails from Dave and Kanembou (from Chad). We discuss the ins and outs of various data sets (as opposed to crystal balls), choosing a portfolio based on aggressiveness or conservativeness, related safe withdrawal rate issues and Donor Advised Funds.

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:

Portfolio Charts Portfolio Matrix Tool: PORTFOLIO MATRIX – Portfolio Charts

Early Retirement Now Toolbox: An Updated Google Sheet DIY Withdrawal Rate Toolbox (SWR Series Part 28) - Early Retirement Now