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Episode 353: Our Annual Rebalancing Episode And Portfolio Reviews As Of July 19, 2024

Season 4 Episode 353

In this final episode of Season Four we discuss the concepts of rebalancing and reallocating in all their glory and go through the planned annual reb…

1 year, 11 months ago

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Episode 352: Practical Advice On Investing In Gold, The Varying Value Of Education And Getting Your Generosity Matched

Season 4 Episode 352

In this episode we answer emails from Judy, Steve and MyContactInfo.   We discuss a recent offer by The Financial Quarterback podcast to match donati…

1 year, 11 months ago

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Episode 351: The GOVT Fund, Retirement Resources, The Socratic Method And Portfolio Reviews As Of July 12, 2024

Season 4 Episode 351

In this episode we answer emails from Brian, Wendy, and Midas.  We discuss the bond fund GOVT and how it fits or doesn't fit in portfolio constructio…

1 year, 11 months ago

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Episode 350: Skew And Managed Futures, Family Trucksters And Uncle Frank Says "Do Both"

Season 4 Episode 350

In this episode we answer emails from Jeffrey, Justin and Matt.  We discuss the concept of "skew" generally and in the context of investing in manage…

1 year, 11 months ago

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Episode 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, 11 months ago

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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…

2 years ago

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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 …

2 years ago

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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 …

2 years ago

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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…

2 years ago

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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…

2 years ago

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