Artwork

Content provided by Frank Vasquez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Vasquez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Episode 322: Aggregating Portfolios, Leverage, Festivus, Leeroy Jenkins And Portfolio Reviews As Of February 23, 2024

31:59
 
Share
 

Manage episode 402764844 series 2926153
Content provided by Frank Vasquez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Vasquez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode we answer emails from Damon, Pete and Jeff. We discuss the benefits of aggregating assets and portfolios as a couple, basic tax location ideas, children with gambling problems and fun games to play with them, and resources for researching leveraged, diversified portfolios (e.g., "Return Stacking").
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:
Leveraged ETFs Article: Double-Digit Numerics - Articles - The Big Myth about Leveraged ETFs (ddnum.com)
Ben Felix Video On Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) (youtube.com)
Return Stacked Article: Capital Market Assumptions when Return Stacking - Return Stacked® Portfolio Solutions
Return Stacked ETFs: Home - Return Stacked ETF (returnstackedetfs.com)
Ray Dalio Video on Holy Grail Principle: Ray Dalio breaks down his "Holy Grail" (youtube.com)
Optimized Portfolio Website: Optimized Portfolio - Investing and Personal Finance
Portfolio Visualizer Backtester: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
ReSolve Riffs Podcast: ReSolve Riffs Investment Podcast - ReSolve Asset Management (investresolve.com)
Simplify Assets Podcast: Keeping it Simple Series with Mike Green & Harley Bassman | Simplify
Flirting With Models Podcast (Corey Hoffstein): Flirting with Models – The podcast all about quantitative investing
Support the Show.

  continue reading

341 episodes

Artwork
iconShare
 
Manage episode 402764844 series 2926153
Content provided by Frank Vasquez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Vasquez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode we answer emails from Damon, Pete and Jeff. We discuss the benefits of aggregating assets and portfolios as a couple, basic tax location ideas, children with gambling problems and fun games to play with them, and resources for researching leveraged, diversified portfolios (e.g., "Return Stacking").
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:
Leveraged ETFs Article: Double-Digit Numerics - Articles - The Big Myth about Leveraged ETFs (ddnum.com)
Ben Felix Video On Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) (youtube.com)
Return Stacked Article: Capital Market Assumptions when Return Stacking - Return Stacked® Portfolio Solutions
Return Stacked ETFs: Home - Return Stacked ETF (returnstackedetfs.com)
Ray Dalio Video on Holy Grail Principle: Ray Dalio breaks down his "Holy Grail" (youtube.com)
Optimized Portfolio Website: Optimized Portfolio - Investing and Personal Finance
Portfolio Visualizer Backtester: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
ReSolve Riffs Podcast: ReSolve Riffs Investment Podcast - ReSolve Asset Management (investresolve.com)
Simplify Assets Podcast: Keeping it Simple Series with Mike Green & Harley Bassman | Simplify
Flirting With Models Podcast (Corey Hoffstein): Flirting with Models – The podcast all about quantitative investing
Support the Show.

  continue reading

341 episodes

すべてのエピソード

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide