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In this episode we start by addressing emails from Eric, Gareth, Jeff and Randy about transitioning with a high savings rate, data sources at portfoliovisualizer and portfoliocharts, Chinese A shares ETFs, and capital gains tax issues. Then we do our weekly portfolio reviews of the seven sample portfolios at Portfolios | Risk Parity Radio.
After that we have some fun smashing some crystal balls discussed in a CNBC article and talk about more rebalancing. Yeah, baby, yeah!
Links:
Portfolio Visualizer Data Sources: Frequently Asked Questions (portfoliovisualizer.com)
Portfolio Charts Data Sources: Search Results for “data sources” – Portfolio Charts
KBA Correlation Analysis: Asset Correlations (portfoliovisualizer.com)
CNBC Article re Crystal Ball Failures: The mystifying bond market behavior could last all summer (cnbc.com)
Optimized Rebalancing Article: Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)
Support the show
By Frank Vasquez4.5
255255 ratings
In this episode we start by addressing emails from Eric, Gareth, Jeff and Randy about transitioning with a high savings rate, data sources at portfoliovisualizer and portfoliocharts, Chinese A shares ETFs, and capital gains tax issues. Then we do our weekly portfolio reviews of the seven sample portfolios at Portfolios | Risk Parity Radio.
After that we have some fun smashing some crystal balls discussed in a CNBC article and talk about more rebalancing. Yeah, baby, yeah!
Links:
Portfolio Visualizer Data Sources: Frequently Asked Questions (portfoliovisualizer.com)
Portfolio Charts Data Sources: Search Results for “data sources” – Portfolio Charts
KBA Correlation Analysis: Asset Correlations (portfoliovisualizer.com)
CNBC Article re Crystal Ball Failures: The mystifying bond market behavior could last all summer (cnbc.com)
Optimized Rebalancing Article: Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)
Support the show

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