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Episode 342: Portfolio Charts Metrics, Cockroaches, Account Transfers And Portfolio Reviews As Of May 24, 2024
Manage episode 420428305 series 2926153
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 THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
Portfolio Matrix Tool With Bookmark To Jeff's Portfolio: Portfolio Matrix – Portfolio Charts
Portfolio Annual Returns Tool With Bookmark To Jeff's Portfolio: Annual Returns – Portfolio Charts
Portfolio Drawdowns Tool With Bookmark To Jeff's Portfolio: Drawdowns – Portfolio Charts
Cockroach Portfolio Link: The Cockroach Approach Whitepaper - Mutiny Fund
Big Picture Retirement Podcast Re Roth Conversions: When Roth IRA Conversions Go Too Far (bigpictureretirement.com)
Support the show
367 episodes
Manage episode 420428305 series 2926153
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 THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
Portfolio Matrix Tool With Bookmark To Jeff's Portfolio: Portfolio Matrix – Portfolio Charts
Portfolio Annual Returns Tool With Bookmark To Jeff's Portfolio: Annual Returns – Portfolio Charts
Portfolio Drawdowns Tool With Bookmark To Jeff's Portfolio: Drawdowns – Portfolio Charts
Cockroach Portfolio Link: The Cockroach Approach Whitepaper - Mutiny Fund
Big Picture Retirement Podcast Re Roth Conversions: When Roth IRA Conversions Go Too Far (bigpictureretirement.com)
Support the show
367 episodes
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