Episode Details

Episode 166: Tax Loss Harvesting Funds, Withdrawal Mechanics, Tools And Portfolio Reviews As Of April 8, 2022

Season 2 Episode 166 Published 3 years, 9 months ago

In this episode we answer emails from Mitchell, Alexi (Dude!), Brian and Daniel. We discuss how to identify similar funds for tax loss harvesting, concentrations and "bad decades", leveraged ETFs in accumulation, using risk-parity portfolios for intermediate accumulations, and withdrawing in retirement from a Golden Butterfly portfolio.

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 Visualizer Asset Correlation Tool: Asset Correlations (portfoliovisualizer.com)

PHYS ETF page and description: PHYS Keep More of What You Earn (sprott.com)

Ben Felix Video About Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube

Optimized Portfolio website: Optimized Portfolio - Investing and Personal Finance

"Buffett's Alpha" White Paper: Buffett’s Alpha (tandfonline.com)