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

Risk Parity Radio

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 include "The Financial Quarterback Match" in the comment/dedication box): Donate - Father McKenna Center
Jared's Accumulation O.P.T.R.A. Portfolio: testfol.io
Resolve Asset Management Video on Carry Strategies: Navigating Market Volatility Mastering Managed Futures and Carry Strategies (youtube.com)
CCRV Fund: CCRV – iShares® Commodity Curve Carry Strat ETF – ETF Stock Quote | Morningstar
ICITF Fund: ICITF – iPath® Optimized Currency Carry ETN – ETF Stock Quote | Morningstar
Video on QIS Fund: Simplify QIS Fund Deep Dive (youtube.com)
Amusing AI-Bot Generated Summary:
Ever wondered if leveraging your investment portfolio could lead to better returns? Discover Jared's transformative journey from a mechanical engineer to a machine learning enthusiast and the creator of a Risk Parity Radio chatbot! Jared shares his intricate process of optimizing a traditional 50-50 stock allocation into a more diversified and leveraged strategy. We’ll dissect the potential benefits and pitfalls of his approach, with a spotlight on managing leverage, mitigating drawdowns, and enhancing overall risk management.
We also extend our heartfelt thanks for your generous contributions to the Father McKenna Center. Dive into the exciting realm of AI as we discuss how it's revolutionizing podcast transcriptions and even mimicking the host's voice. Plus, we explore translating podcast episodes into a book with the help of AI. Don't miss our deep dive into listener questions about leveraging portfolios for accumulation, the intricacies of handling dividends and distributions, and an examination of managed futures funds like DBMF and KMLM. Whether you’re in the accumulation or decumulation phase, we’ve got actionable strategies to help you stay on track for long-term success.

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Chapters

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

2. Risk Parity Investment Strategy Discussion (00:00:01)

3. Promoting Charity & Leveraged Portfolio Strategies (00:06:24)

4. Portfolio Distributions and Managed Futures (00:22:30)