Episode Details

Episode 173: REITs, Struggling Bond Funds, More Cowbell And Portfolio Reviews As Of May 6, 2022

Season 2 Episode 173 Published 3 years, 8 months ago

In this episode we answer emails from Jamie, Jean-Luc and Geordi. We discuss a paper about REITs as a separate asset class, what to do about struggling bond funds, the value of small-cap value and choosing a retirement portfolio in line with Bill Bengen's recommendations.

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:

Jamie's Article -- Are REITs A Distinct Asset Class?: delivery.php (ssrn.com)

Correlation Matrix for Small Caps: Asset Correlations (portfoliovisualizer.com)

YouTube Video re Retirement Spending Calculator: Tutorial #1: Portfolio Charts Retirement Spending Calculator - YouTube

YouTube Video re Monte Carlo Simulator: Tutorial #4: Portfolio Visualizer Monte Carlo Simulator -- Introduction - YouTube

Risk Parity Isn't What You Think It Is: Corey Hoffstein: Risk Parity Isn't What You Think It Is - YouTube