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Episode 363: Making Adjustments To An RPR Portfolio, Musings About Factor Investing And HECOMs, And A Semi-Rant About Ill-Advised IUL

Season 5 Episode 363

In this episode we answer emails from Phil, MyContactInfo, and Eric.  We discuss implementing factor investing and making portfolio adjustments in a …

1 year, 10 months ago

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Episode 362: Considering International Stock Funds, DBMF Benchmarks, Reviewing a 70/20/10 Portfolio And More Trogdor!

Season 5 Episode 362

In this episode we answer emails from Robert, Jamie and Richard.  We discuss transitioning away from a Boglehead Three Fund portfolio due to its obso…

1 year, 10 months ago

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Episode 361: Leveraged ETFs vs Margin, Transitioning To A Golden Butterfly, Investing With A Spouse, And Portfolio Reviews As Of August 16, 2024

Season 5 Episode 361

In this episode we answer emails from Chris, Andrew and Jenzo.  We discuss portfolio, forms of leverage in leveraged portfolios, transitioning to a G…

1 year, 10 months ago

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Episode 360: Help Viewing The Website, Bitcoin ETFs And Analyzing Some Portfolios In Transition

Season 5 Episode 360

In this episode we answer emails from Ned, Kyle and Willy.  We discuss tools for the sight-impaired, building out from an accumulation portfolio, the…

1 year, 10 months ago

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Episode 359: Portfolio Analyzers, The Logo, The Website, Best In Class ETFs And Portfolio Reviews As Of August 9, 2024

Season 5 Episode 359

In this episode we answer emails from Frank, Michael and Aaron.  We discuss four good portfolio analyzer tools, the hidden meanings in the Risk Parit…

1 year, 10 months ago

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Episode 358: AI Uncle Frank, An Accumulation O.P.T.R.A. Portfolio, Carry Strategies And Managed Futures

Season 5 Episode 358

In this episode we answer emails from Jared, Jon and Jimmy.  We got the three Js!  We discuss Jared's work to create AI Uncle Frank, his accumulation…

1 year, 10 months ago

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Episode 357: Market Volatility, Basic Accumulation, A Great Gold Debate, and Portfolio Reviews As Of August 2, 2024

Season 5 Episode 357

In this episode we answer emails from Justin, Joe and Jenzo.  We discuss the legacy of Risk Parity Chronicles, basic accumulation principles, and wha…

1 year, 10 months ago

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Episode 356: Exploring Preferred Shares Funds, The Importance Of Rebalancing, How The Sausages Are Made And Risk Parity Chronicles

Season 5 Episode 356

In this episode we answer emails from Ed, Cy, Visitor 5002, and Lucas.  We discuss preferred shares funds, rebalancing and ranting, how the podcast s…

1 year, 11 months ago

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Episode 355: Slapping Down Sensationalism, Macro-Economic Environments And Correlation Principles, And Portfolio Reviews As Of July 28, 2024

Season 5 Episode 355

In this episode we answer questions from Nonamed, Ronald, and Jose.  We discuss how sensational financial media works and why you should ignore it, b…

1 year, 11 months ago

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Episode 354: Managed Futures, Property & Casualty Insurance, Gambling By The Brazos And Portfolio Visualizer

Season 5 Episode 354

In this episode we answer emails from Steve, Grant, and Alexi (a/k/a "the Dude").  We discuss investing in managed futures and property and casualty …

1 year, 11 months ago

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