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

31:52
 
Share
 

Manage episode 443279256 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 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:
Video re SPYI: SPYI Squeezes 12% Yield from the S&P 500 (SPYI ETF) (youtube.com)
Portfolio Visualizer Litmus Test of SPYI: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Cliff Asness Article: Efficient Frontier “Theory” for the Long Run (aqr.com)
Father McKenna Center Donation Page: Donate - Father McKenna Center
Note that the usually "Amusing Unedited AI-bot Summary" was so ridiculously inaccurate I had to omit it.

Support the show

  continue reading

Chapters

1. Episode 367: A Mini-Rant About Covered Call Funds (Again), The Future Of Levered Portfolios And Principles Of Using Historical Data (00:00:00)

2. Do-It-Yourself Investing Strategies and Advice (00:00:01)

3. Tax Advantages of Innovative ETFs (00:04:40)

4. Understanding Historical Data for Investing (00:22:32)

377 episodes

Artwork
iconShare
 
Manage episode 443279256 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 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:
Video re SPYI: SPYI Squeezes 12% Yield from the S&P 500 (SPYI ETF) (youtube.com)
Portfolio Visualizer Litmus Test of SPYI: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Cliff Asness Article: Efficient Frontier “Theory” for the Long Run (aqr.com)
Father McKenna Center Donation Page: Donate - Father McKenna Center
Note that the usually "Amusing Unedited AI-bot Summary" was so ridiculously inaccurate I had to omit it.

Support the show

  continue reading

Chapters

1. Episode 367: A Mini-Rant About Covered Call Funds (Again), The Future Of Levered Portfolios And Principles Of Using Historical Data (00:00:00)

2. Do-It-Yourself Investing Strategies and Advice (00:00:01)

3. Tax Advantages of Innovative ETFs (00:04:40)

4. Understanding Historical Data for Investing (00:22:32)

377 episodes

All episodes

×
 
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