Episode Details
Back to EpisodesEpisode 26: Portfolio Reviews As Of October 23, 2020 And A Face-off Between The All Seasons Portfolio And Vanguard Wellesley
Description
This is our weekly portfolio review of the portfolios you can find at https://www.riskparityradio.com/portfolios
We also compare the All Seasons Portfolio with the Vanguard Wellesley Fund at Portfolio Visualizer. Link to analysis:
https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2020&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=5.0&relativeDeviation=25.0&showYield=false&reinvestDividends=true&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=VWINX&allocation1_1=100&symbol2=VTI&allocation2_2=30&symbol3=TLT&allocation3_2=40&symbol4=VGIT&allocation4_2=15&symbol5=GLD&allocation5_2=7.5&symbol6=PDBC&allocation6_2=7.5
Link to White Coat Investor interview of Larry Swedroe and transcript:
https://www.whitecoatinvestor.com/evidence-based-investing-with-larry-swedroe-podcast-181/