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Episode 322: Aggregating Portfolios, Leverage, Festivus, Leeroy Jenkins And Portfolio Reviews As Of February 23, 2024

Season 4 Episode 322 Published 1 year, 10 months ago
Description

In this episode we answer emails from Damon, Pete and Jeff.  We discuss the benefits of aggregating assets and portfolios as a couple, basic tax location ideas, children with gambling problems and fun games to play with them, and resources for researching leveraged, diversified portfolios (e.g., "Return Stacking").

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:

Leveraged ETFs Article:  Double-Digit Numerics - Articles - The Big Myth about Leveraged ETFs (ddnum.com)

Ben Felix Video On Leverage:  Investing With Leverage (Borrowing to Invest, Leveraged ETFs) (youtube.com)

Return Stacked Article:  Capital Market Assumptions when Return Stacking - Return Stacked® Portfolio Solutions

Return Stacked ETFs:  Home - Return Stacked ETF (returnstackedetfs.com)

Ray Dalio Video on Holy Grail Principle:  Ray Dalio breaks down his "Holy Grail" (youtube.com)

Optimized Portfolio Website:  Optimized Portfolio - Investing and Personal Finance

Portfolio Visualizer Backtester:  Backtest Portfolio Asset Allocation  (portfoliovisualizer.com)

ReSolve Riffs Podcast:  ReSolve Riffs Investment Podcast - ReSolve Asset Management (investresolve.com)

Simplify Assets Podcast:  Keeping it Simple Series with Mike Green & Harley Bassman | Simplify

Flirting With Models Podcast (Corey Hoffstein):  Flirting with Models – The podcast all about quantitative investing

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