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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
4.6
235235 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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