Podcast Episodes
Back to SearchEpisode 349: Introducing O.P.T.R.A., a "Trogdor Portfolio"
Season 4 Episode 349
In this episode we introduce a new sample experimental portfolio, the O.P.T.R.A., which is now also featured on the Portfolios Page at the website. …
1 year, 10 months ago
Episode 348: Portfolios For 11-Year Olds, Basic Return Stacking, And A Fama-French Kerfuffle
Season 4 Episode 348
In this episode we answer emails from Marco Esquandolas, Adrian and Paulo. We discuss portfolio advice for a precocious 11-year old, a simple return…
1 year, 10 months ago
Episode 347: Levered Small Caps, Cash Management Issues, Comparing Bond Fund Durations And Portfolio Reviews As Of June 21, 2024
Season 4 Episode 347
In this episode we answer emails from Steven, Kaleb and Reynolds. We discuss a levered small cap fund (SAA), short-term cash management and related …
1 year, 10 months ago
Episode 346: Musings On Luck, Escaping Empower, Anchorage, And IUL Perpetual Motion Machines
Season 4 Episode 346
In this episode we answer emails from Mark, Casey, and Kyle. We discuss transitioning from a drecky complicated Personal Capital/Empower portfolio …
1 year, 10 months ago
Episode 345: Concerns About Indexing, Larry Swedroe's Portfolio, ROAD HOUSE, And Portfolio Reviews As Of June 7, 2024
Season 4 Episode 345
In this episode we answer emails from David, Eric from Cincy, and Pete. We discuss Mike Green's recent commentary about index fund trends and wheth…
1 year, 11 months ago
Episode 344: More Lawyer Stuff And Some Ins And Outs Of ETFs, Extended Duration Treasuries And Gold Funds
Season 4 Episode 344
In this episode we answer emails from Dr. Anonymous, Lance, John and Eli. We discuss how to find a lawyer, extended term bond funds, gold ETFs and h…
1 year, 11 months ago
Episode 343: Musings On Interest Rates And History, Fallacious Magic Mean Reversion, Inverse T-Bond Funds And Target Date Fund Glide Paths
Season 4 Episode 343
In this episode we answer emails from Stuart, George and MyContactInfo. We discuss a follow-up on another listener's accumulation portfolio, the foi…
1 year, 11 months ago
Episode 342: Portfolio Charts Metrics, Cockroaches, Account Transfers And Portfolio Reviews As Of May 24, 2024
Season 4 Episode 342
In this episode we answer emails from Jeff, James and Graham. We discuss standard deviations and other metrics and tools at Portfolio Charts, revis…
1 year, 11 months ago
Episode 341: Retirement Calculator Woes, Flexible Withdrawal Strategies, Creative Financing And Fixing Grandma's 19-Fund Monstrosity Portfolio
Season 4 Episode 341
In this episode we talk about some recent unfavorable changes to Portfolio Visualizer, have a look at a new backtesting tool, and then get back at it…
1 year, 11 months ago
Episode 340: National Debt, Bad Uses Of Data Via Cherry-Picking, Umbrella Insurance And Portfolio Reviews As Of May 10, 2024
Season 4 Episode 340
In this episode we answer emails from Scott, Midas, and Neil. We discuss national debt apocalypse theories, the misuse and cherry-picking involved i…
2 years ago