Episode Details
Back to EpisodesEpisode 305: The Mac Daddy's Back With Portfolio Analysis, More Cowbell, And Portfolio Reviews As Of December 15, 2023
Description
In this episode we return from hiatus to answer emails from Popeye, Clint and Mr. Klingon. We discuss a JP Morgan report, giving to the Father McKenna Center, adventures with a bad planner-provided portfolio and how to fix it, and that cowbell known as small cap value.
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:
JP Morgan Reports: Guide to the Markets | J.P. Morgan Asset Management (jpmorgan.com)
Father McKenna Center Donate Page: Donate - Father McKenna Center
Merriman Best In Class Fund Recommendations: Best ETF Recommendations | Merriman Foundation (paulmerriman.com)
Small Cap Growth v. Small Cap Value Since 1972: Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)