Episode Details
Back to EpisodesEpisode 11: Portfolio Reviews As Of August 28, 2020 And An Explication Of The Risk Parity Ultimate Portfolio
Description
This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfolios
We also discuss the Risk Parity Ultimate Portfolio in depth, including how it was constructed and how it compares with a classic 60/40 retirement portfolio comprised of VTI (60%) and BND (40%).
The Risk Parity Ultimate is a conservative portfolio that is designed for medium and long-term needs. It is comprised of 12 different funds in six different asset classes: 40% stock funds (split into 12.5% VUG, 12.5% VIOV, 6.25% USMV, 6.25% SPLV and 2.5% UPRO), 25% long-term treasury bond funds (split into 15% TLT, 5% EDV and 5% TMF), 12.5% preferred stock funds (PFF), 10% gold (GLDM), 10% REITs (REET) and 2.5% in a stock market volatility tracking fund (VXX). Here is a link to the analyzer we used to compare the Risk Parity Ultimate Portfolio with a classic 60/40 retirement portfolio: https://www.portfoliovisualizer.com/backtest-portfolio