Episode Details
Back to EpisodesEpisode 177: Passive Index Funds, Foolish Consistencies, ZROZ And A Couple Marketing Fads
Description
In this episode we answer emails from Andrew, Visitor #4691, Nate, and MyContactInfo. We discuss the new-age-old question about passive indexing and market efficiency, the intersection between the ideas of Max Planck and Ralph Waldo Emerson and how it applies to the development of ideas in portfolio construction, using ZROZ to tax-loss harvest TLT and observations about the promotion by the financial services industry of direct indexing and tax loss harvesting services.
Links:
Max Planck's Principle: Planck's principle - Wikipedia
Ben Carlson Article about Indexing: Who Owns All the Stocks & Bonds? (awealthofcommonsense.com)
Portfolio Charts Portfolio List: Portfolios – Portfolio Charts
Optimized Portfolios Lazy Portfolio List: 52 Lazy Portfolios and Their ETF Pies for M1 Finance (2022) (optimizedportfolio.com)
Risk Parity Chronicles Mega-Resources Pages: Resources - Risk Parity Chronicles
Perfect Portfolio book: In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest: Lo, Professor Andrew W: 9780691226446: Amazon.com: Books
White Coat Investor Tax Loss Harvesting Article: The Case Against Tax-Loss Harvesting | White Coat Investor