Episode Details

Episode 195: Comparing Cars And Brokerages, Analyzing Concentrated Funds, And More Cowbell!

Season 3 Episode 195 Published 3 years, 7 months ago

In this episode we answer emails from MyContactInfo (x2), William and Peter. We discuss how brokerages and cars are alike, a correlation episode reference, analyzing a portfolio with Fidelity Select Funds in it (and other things) and transitions from VTSAX to some small cap cowbell and then to a Golden Ratio portfolio for retirement.

Links:

I'm Not Leaving Vanguard Article: Why I’m Not Leaving Vanguard | ETF.com

60/40 Is Still Alive Article: Like the phoenix, the 60/40 portfolio will rise again (vanguard.com)

Morningstar Fund Analysis Tool: FSRPX – Portfolio – Fidelity® Select Retailing | Morningstar

Asset Correlation Analysis Of Will's Portfolio: Asset Correlations (portfoliovisualizer.com)

ChooseFI Podcast Episode 194 About Bonds: The Role Of Bonds In A Portfolio | Ep 194 | ChooseFI