Τα καλύτερα Radio Monte Carlo podcast (2024)

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Episode 378: Silver, Useless ETF Strategies, The Evolution of DIY Investing And Yukon Cornelius! 20:45

4h ago20:45

20:45

In this episode we answer emails from James, MyContactInfo and Cy. We discuss using silver in addition to gold in a portfolio, review again why many "options strategy funds" and other complex ETFs are generally a waste of space in a portfolio and talk about a recent Andrew Tobias interview and the history of DIY investing. Links: Eric Balchunas Int…

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Episode 377: Common Misconceptions About VT And Simplicity, A Levered Portfolio Comparison And Portfolio Reviews As Of November 8, 2024 33:14

3d ago33:14

33:14

In this episode we answer emails from Alyson, Martijn and Russel. We discuss the drawbacks to using a total world fund, common misconceptions about it and misguided worship of the Simplicity Principle, a levered sample portfolio comparison and basic ideas for accumulation. And THEN we our go through our weekly portfolio reviews of the eight sample …

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Episode 376: HSA vs. Roth, Navigating International Investments And Camelot! 39:48

7d ago39:48

39:48

In this episode we answer emails from Anderson, Camille, and Chris. We discuss and HSA vs. a Roth IRA for a lower-taxed earner, the tax, brokerage account, and portfolio considerations for a globe-trotting Canadian, and the gestalt of this podcast. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center Portfolio Charts Portfolio…

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Episode 375: Learning To "Be The Ball" With Tax And Portfolio Allocation Considerations And Monthly Distribution Mechanisms 30:18

14d ago30:18

30:18

In this episode we answer emails from Frank and Dan. We discuss investment considerations in the 32% marginal bracket, reallocating a cash holding to bonds and alternatives and common withdrawal mechanisms for taking monthly distributions. Link: Father McKenna Center Donation Page: Donate - Father McKenna Center Amusing Unedited AI-Bot Summary: Eve…

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Episode 374: Modern Fund Construction Trends, Using And Transitioning Levered Fund Portfolios And Portfolio Reviews As Of October 25, 2024 30:25

17d ago30:25

30:25

In this episode we answer emails from Gordon, Roger and John. We discuss the ChooseFI podcast and podcast appearances, modern trends in fund construction and considerations with leveraged funds while transitioning to a drawdown portfolio, along with some basic guidelines. And THEN we our go through our weekly portfolio reviews of the eight sample p…

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Episode 373: Risk Parity Books And Info, Wresting A Complex Portfolio From An Advisor, And Aggressive Investing In Your Youth 34:23

21d ago34:23

34:23

In this episode we answer emails from David, Jennifer and Byron. We discuss Risk Parity books and finance books and sources in general, considerations in taking control of a complicated portfolio from a (former) AUM advisor, and portfolio considerations for the younger investor considering tech, leverage and other various and sundry things. Links: …

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Episode 372: Using The Force To Love Gold And Databases, And Portfolio Reviews As Of October 18, 2024 23:41

24d ago23:41

23:41

In this episode we answer emails from Lucas, Hannelore and Joe. We discuss databases, where to put your gold ETFs and how it is taxed, and a modelling recommendation for testfol.io and modelling OPTRA. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio. Additional li…

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Episode 371: OPTRA, Rising Glidepaths And A Smooth Operator 31:01

27d ago31:01

31:01

In this episode we answer emails from Anderson, Sean and Colin. We discuss the OPTRA sample portfolio, using rising glidepaths or bond tents in portfolio management and Colin's "Smooth Operator" Portfolio. Links: 2016 Kitces Article re Bond Tents and Glidepaths: The Portfolio Size Effect And Optimal Equity Glidepaths (kitces.com) Portfolio Charts P…

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Episode 370: Jamming In Joe's Garage With Simba's Backtester And SVOL And Portfolio Reviews As Of October 11, 2024 27:42

1M ago27:42

27:42

In this episode we answer emails from Jimmy, Dave and Richard. We discuss the joys of Joe's Garage, the Bogleheads Simba spreadsheet and Lazy Portfolios and a revisit of the ETF SVOL. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio. Additional links: Simba's Sprea…

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Episode 369: Managing Treasury Bond Funds, How An AI-Bot Translates This Podcast, And Monte Carlo Based Variable Withdrawal Strategies 49:52

1M ago49:52

49:52

In this episode we answer emails from Frank, John, Aaron and Pete. We discuss bond allocations in treasuries of various durations, when retirement account space is limited and the tax bracket is high, the reasons for the strange presentation of this podcast and how to use a new AI-Bot to circumvent them (with an embedded example of an AI-Bot podcas…

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Episode 368: Analysis Tools, Tactical Allocation Strategies, International Accounts And Portfolio Reviews As Of October 4, 2024 27:02

1M ago27:02

27:02

In this episode we answer emails from Andrew, Jeff, Ron and Javier. We discuss analysis tools for leveraged funds like UPRO and TNA, Tactical Allocation Strategies, how and where this podcast is distributed, and brokerage account options for foreign (to the US) nationals. And THEN we our go through our weekly portfolio reviews of the eight sample p…

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Episode 367: A Mini-Rant About Covered Call Funds (Again), The Future Of Levered Portfolios And Principles Of Using Historical Data 31:52

1M ago31:52

31:52

In this episode we answer emails from Mark, Jon and Richard. We discuss the perils of income investing, covered call funds and SPYI, one potential future of DYI investing using levered and unlevered risk-parity style portfolios, and the use and misuse of historical data in various analyses with a reference to a blog post from Cliff Asness. Links: V…

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Episode 366: Managed Futures, Tools For Varying Cash Flows, 529 Management And Portfolio Reviews As Of September 27, 2024 42:23

2M ago42:23

42:23

In this episode we answer emails from Mark, James and Anderson. We discuss differing performances in managed futures funds, a Portfolio Visualizer calculator and what to do with a TSP, and what to do about 529s when approaching the use date. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portf…

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Episode 365: Leveraging OPTRA, The Four Phases Of Financial Knowledge And Portfolio Reviews As Of September 6, 2024 41:28

2M ago41:28

41:28

In this episode we answer emails from Mikel, Garrison and Matt. We discuss our charity and some foundational episodes, the use of leveraged fund UPRO in the OPTRA sample portfolio, and the four phases of learning and knowledge in personal finance, which are (1) Baby Steps; (2) Shiny Object Syndrome; (3) Applying Formulas That Represent Sound Invest…

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Episode 364: Leverage, Gold ETFs And Early Retirement Considerations (Oh My!) And Portfolio Reviews As Of August 30, 2024 30:51

2M ago30:51

30:51

In this episode we answer emails from Brian, JD and Andrew. We discuss using leverage in portfolios (again!), gold ETFs and early retirement considerations and withdrawal strategies. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio. Additional links: Yours Truly on…

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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 34:27

3M ago34:27

34:27

In this episode we answer emails from Phil, MyContactInfo, and Eric. We discuss implementing factor investing and making portfolio adjustments in a risk-parity style portfolio, HECOMs and other considerations about reverse mortgages and buffered products, the fundamental problems with IUL that need to be accounted for before using it, and just how …

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Episode 362: Considering International Stock Funds, DBMF Benchmarks, Reviewing a 70/20/10 Portfolio And More Trogdor! 34:12

3M ago34:12

34:12

In this episode we answer emails from Robert, Jamie and Richard. We discuss transitioning away from a Boglehead Three Fund portfolio due to its obsolete nature, a query about the DBMF prospectus and an early retirement with a 70/30/10 risk-parity style portfolio in the face of some spurious Sonia-like objections. Links: Father McKenna Center Donati…

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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 31:25

3M ago31:25

31:25

In this episode we answer emails from Chris, Andrew and Jenzo. We discuss portfolio, forms of leverage in leveraged portfolios, transitioning to a Golden Butterfly portfolio, and working with your spouse productively on your finances. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios |…

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Episode 360: Help Viewing The Website, Bitcoin ETFs And Analyzing Some Portfolios In Transition 32:48

3M ago32:48

32:48

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 new bitcoin ETFs, and what to do in a complex Coast FI situation involving both an invested portfolio and some raw land. Link: Father McKenna Center Donation Page -- Remember to mention "The Financial …

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Episode 359: Portfolio Analyzers, The Logo, The Website, Best In Class ETFs And Portfolio Reviews As Of August 9, 2024 37:44

3M ago37:44

37:44

In this episode we answer emails from Frank, Michael and Aaron. We discuss four good portfolio analyzer tools, the hidden meanings in the Risk Parity Radio logo, the deficiencies of the website and where to find good international funds to use for portfolio construction. And THEN we our go through our weekly portfolio reviews of the eight sample po…

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Episode 358: AI Uncle Frank, An Accumulation O.P.T.R.A. Portfolio, Carry Strategies And Managed Futures 30:00

3M ago30:00

30:00

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 variation of the O.P.T.R.A. sample portfolio, carry strategies, whether to reinvest distributions and using multiple managed futures funds. Links: Father McKenna Center Donation Page (don't forget to in…

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Episode 357: Market Volatility, Basic Accumulation, A Great Gold Debate, and Portfolio Reviews As Of August 2, 2024 45:00

3M ago45:00

45:00

In this episode we answer emails from Justin, Joe and Jenzo. We discuss the legacy of Risk Parity Chronicles, basic accumulation principles, and what we can learn from a debate on gold between Ben Felix and Tyler of Portfolio Charts. And talk about our charitable promotion for the Father McKenna Center. And then we go through our weekly portfolio r…

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Episode 356: Exploring Preferred Shares Funds, The Importance Of Rebalancing, How The Sausages Are Made And Risk Parity Chronicles 30:48

4M ago30:48

30:48

In this episode we answer emails from Ed, Cy, Visitor 5002, and Lucas. We discuss preferred shares funds, rebalancing and ranting, how the podcast sausage is made and Risk Parity Chronicles. And the charitable matching opportunity with the Financial Quarterback for the benefit of the Father McKenna Center. Links: Father McKenna Center Donation Page…

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Episode 355: Slapping Down Sensationalism, Macro-Economic Environments And Correlation Principles, And Portfolio Reviews As Of July 28, 2024 40:37

4M ago40:37

40:37

In this episode we answer questions from Nonamed, Ronald, and Jose. We discuss how sensational financial media works and why you should ignore it, being thankful for our listeners and how correlations work and relate to macro-economic environments in the context of the Holy Grail principle. And we discuss our charitable match outreach for the Fathe…

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Episode 354: Managed Futures, Property & Casualty Insurance, Gambling By The Brazos And Portfolio Visualizer 42:27

4M ago42:27

42:27

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 insurance companies, rebalancing mechanisms and fitting those into a portfolio, Grant's various gambling problems with leveraged funds and assorted Metaverse doom-scrolling, and the recent annoying chan…

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Episode 353: Our Annual Rebalancing Episode And Portfolio Reviews As Of July 19, 2024 49:40

4M ago49:40

49:40

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 rebalancings for four of the sample portfolios in excruciating detail. We also discuss all of the assets and allocations in the Risk Parity Ultimate portfolio and which ones we actually own in real life. …

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Episode 352: Practical Advice On Investing In Gold, The Varying Value Of Education And Getting Your Generosity Matched 37:58

4M ago37:58

37:58

In this episode we answer emails from Judy, Steve and MyContactInfo. We discuss a recent offer by The Financial Quarterback podcast to match donations the the Father McKenna Center (yay!), why you should buy gold ETFs and NOT physical gold, Cartman and Kyle, and the varying value of education depending on the individual. Links: Father McKenna Cente…

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Episode 351: The GOVT Fund, Retirement Resources, The Socratic Method And Portfolio Reviews As Of July 12, 2024 41:32

4M ago41:32

41:32

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 construction, some basics about IRA conversions and retirement resources (podcasts and groups), and follow up on Episode 340 with a discussion on our pedagogical approach, the pluses and minuses of the Socratic Me…

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Episode 350: Skew And Managed Futures, Family Trucksters And Uncle Frank Says "Do Both" 36:22

4M ago36:22

36:22

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 managed futures, a "station wagon" portfolio similar in macro-allocations to the new OPTRA sample portfolio, and the age old question of whether to pay down debt or invest. (Uncle Frank says "Do Both.") Links…

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Episode 349: Introducing O.P.T.R.A., a "Trogdor Portfolio" 33:50

4M ago33:50

33:50

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. It is a mixture of the latest and greatest ideas in portfolio construction. Links: O.P.T.R.A. backtest: testfol.io O.P.T.R.A. correlation analysis: testfol.io Morningstar UPRO: UPRO – Portfolio – ProSha…

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Episode 348: Portfolios For 11-Year Olds, Basic Return Stacking, And A Fama-French Kerfuffle 26:42

5M ago26:42

26:42

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-stacked portfolio a la Corey Hoffstein and the priority of the Simplicity Principle, and some recent articles about the Fama-French database. Links: Corey Hoffstein Talking About His Return-Stacked Por…

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Episode 347: Levered Small Caps, Cash Management Issues, Comparing Bond Fund Durations And Portfolio Reviews As Of June 21, 2024 29:18

5M ago29:18

29:18

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 ETFs, and how to compare and use bond funds of differing durations. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.…

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Episode 346: Musings On Luck, Escaping Empower, Anchorage, And IUL Perpetual Motion Machines 29:25

5M ago29:25

29:25

In this episode we answer emails from Mark, Casey, and Kyle. We discuss transitioning from a drecky complicated Personal Capital/Empower portfolio to a simple risk-parity style portfolio, the song "Anchorage", and Sam Kinison's take on an IUL policy. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center Mark's Portfolio Analysi…

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Episode 345: Concerns About Indexing, Larry Swedroe's Portfolio, ROAD HOUSE, And Portfolio Reviews As Of June 7, 2024 34:10

5M ago34:10

34:10

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 whether its a problem, ROAD HOUSE, children, and Larry Swedroe's esoteric personal portfolio. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios …

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Episode 344: More Lawyer Stuff And Some Ins And Outs Of ETFs, Extended Duration Treasuries And Gold Funds 32:26

5M ago32:26

32:26

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 how ETFs are constructed. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center John's Gold ETF link: 9 low cost physical Gold ETFs for portfolio parity - SmartMoneyToolbox ETF Artic…

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Episode 343: Musings On Interest Rates And History, Fallacious Magic Mean Reversion, Inverse T-Bond Funds And Target Date Fund Glide Paths 32:06

6M ago32:06

32:06

In this episode we answer emails from Stuart, George and MyContactInfo. We discuss a follow-up on another listener's accumulation portfolio, the foibles of trying to predict future interest rates and common fallacious reasoning, levered inverse treasury bond funds and other funds that do well in rising interest rate environments, and a follow up on…

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Episode 342: Portfolio Charts Metrics, Cockroaches, Account Transfers And Portfolio Reviews As Of May 24, 2024 24:03

6M ago24:03

24:03

In this episode we answer emails from Jeff, James and Graham. We discuss standard deviations and other metrics and tools at Portfolio Charts, revisit Episode 194 regarding the "Cockroach" portfolio, timing the transfer of a 401k to and IRA for better management options and some reasons for holding on to traditional IRAs and not converting them. And…

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Episode 341: Retirement Calculator Woes, Flexible Withdrawal Strategies, Creative Financing And Fixing Grandma's 19-Fund Monstrosity Portfolio 35:14

6M ago35:14

35:14

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 with emails from James, Andrew, Phil and Frodo. We discuss how flexible withdrawal strategies improve safe withdrawal rates and how we use them as a fail-safe or backstop to our 3-1-1 plan, options fo…

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Episode 340: National Debt, Bad Uses Of Data Via Cherry-Picking, Umbrella Insurance And Portfolio Reviews As Of May 10, 2024 30:50

6M ago30:50

30:50

In this episode we answer emails from Scott, Midas, and Neil. We discuss national debt apocalypse theories, the misuse and cherry-picking involved in bad data analyses and umbrella insurance. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. Additional links: Reinh…

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Episode 339: THEY Just Admitted Its The 5% Rule Like We've Been Saying, FI Is For Everybody And Answers To Your Emails 36:14

6M ago36:14

36:14

In this episode we answer emails from Average Joe, Matt, Kimbrough and Jon. We discuss goooooold, Matt's proposed portfolio, preferred shares fund PFF and how often to look at your portfolio without going insane. But first we discuss a recent article from David Blanchett recognizing that a 5% withdrawal rate ought to be the standard for financial p…

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Episode 338: Long Term Treasury Bond Funds, The 3-1-1 Withdrawal Guidelines, And The Growth/Value Split In Stock Allocations 33:12

7M ago33:12

33:12

In this episode we answer emails from Kimbrough from Anchorage and anonymous Visitors from British Columbia and Denver. We discuss fish hatching and slaughterhouses, long term treasury bond funds, the inherent problems and inefficiencies with many popular but inflexible withdrawal plans, and how we use our flexible 3-1-1 guidelines to match and max…

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Episode 337: Flirting With Law Schools, The Best Of Berger, Bucketeering And Robo-Things, And Portfolio Reviews As Of April 26, 2024 47:45

7M ago47:45

47:45

In this episode we answer emails from Steve, Mark, and Judy. We take a frolic and detour into talking about going to law schools, talk about some Rob Berger videos and bucketeering, robo-advisor things and why they are not very helpful, and better choices. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you ca…

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Episode 336: Gold And Mental Models Of Crowds And History, The Truth About Inflation In Retirement, And More On Global Portfolios 36:53

7M ago36:53

36:53

In this episode we answer emails from Zane, Slim Jim, and Jim Kirk. We discuss recent moves in world gold markets, good and bad mental models of collective action and critical events, including Mimetic Theory and fractal sand pile models, avoiding the physical metals racket, the data and evidence showing that retirees experience inflation at a much…

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Episode 335: Humorous Musings On 4/20, Asset Swaps In Retirement Accounts, A Global Portfolio Analysis And Portfolio Reviews As Of April 19, 2024 38:11

7M ago38:11

38:11

In this episode we answer emails from Anderson, Brian and Drew. We entertain ourselves on 4/20 with Anderson's "Uncle Frank" Portfolio and learn something from it, discuss asset swapping for management of retirement accounts with a hat tip to Justin (Risk Parity Chronicles), and discuss the new Global Portfolio analysis and tools from Tyler at Port…

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Episode 334: Comparative Analyses At PV, Comparative Safe Withdrawal Rates, Foolish Consistencies, And Fee Spats In ETF World 26:51

7M ago26:51

26:51

In this episode we answer emails from Kyle, Andrew, Sameer and James. We discuss some portfolio comparisons of levered 60/40 portfolios, interpreting and comparing safe withdrawal rates from various calculators and their practical application in consideration of variable expenses and needs (our 3-1-1 flexible withdrawal plan), the foolish consisten…

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Episode 333: Putting The Hammer Down With A Rant On Target Date Funds And Portfolio Reviews As Of April 12, 2024 1:03:56

7M ago1:03:56

1:03:56

In this episode we answer an email from Ingrid. We discuss target date funds in depth and why they are not good choices for investors. We review their history and recent academic research that reveals the truth. You may not like it, but we hope you can handle it. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios…

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Episode 332: Assisting Elderly Parents, A Levered Accumulation Portfolio, And The "You-Know-You-Won" G Fund 29:36

7M ago29:36

29:36

In this episode we answer emails from Ed, Anderson and Joe. We discuss assisting aging parents running out of money, Anderson's levered accumulation portfolio and locating the assets, and using the G Fund in a TSP as a short-term bond fund. Links: Portfolio Matrix Used to Analyze Anderson's Portfolio (insert allocations per podcast): Portfolio Matr…

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Episode 331: Dollar Stories, The Rule Of 55, The Nicest Guy of FI, Basic Portfolio Construction Principles, And Reviews As Of April 5, 2024 45:39

7M ago45:39

45:39

In this episode we answer questions from Dale, Brad and Corey. We discuss a new paper about US dollar dominance and the common narrative fallacies associated with that issue, using the Rule of 55 for 401(k) withdrawals, the Nicest Guy of FI, and the basics of constructing portfolios with high historical safe withdrawal rates. And THEN we our go thr…

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Episode 330: Charitable Donation Methods, Speculating On Inflation And Applying Shannon's Demon To Prioritize Our Investing Principles 28:45

7M ago28:45

28:45

In this episode we answer emails from Jon, Eli, and George. We discuss using the tools at Portfolio Charts, methods of charitable giving to our favorite charity, extreme podcast listening, what to invest in if you are speculating on inflation next year and other gambling problems, and applying the math of Shannon's Demon to show us why we should no…

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Episode 329: Fun With Transitions, The Portfolio Charts Tools, And GOOOOLD, Along With Portfolio Reviews As Of March 29, 2024 50:36

8M ago50:36

50:36

In this episode we answer emails from Jetson and Jon (x2). We discuss good times to trade, transitioning to a risk parity style portfolio with sub-optimal components and related considerations, experimenting with and learnings from the tools at Portfolio Charts, including the Portfolio Matrix and Drawdown Analyzer, and Gooooold! And THEN we our go …

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