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In this episode we address emails from Thomas, Karen and Jeffrey. We discuss high-performing two-fund portfolios, Bill Bengen and Michael Kitces missiles into the Deathstar's crystal balls and exhaust ports, Karen's portfolio management, an updated and improved shortcut tool for analyses at Portfolio Visualizer and Portfolio Charts, and a query about investing in energy sector stocks.
And THEN we scare you with our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
NTSX/GLD portfolio and comparison analysis: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Bill Bengen Critique of Morningstar Study: Is It Now the “3.3% Rule”? - Articles - Advisor Perspectives
Michael Kitces Critique of Morningstar Study: Can Morningstar's Withdrawal Rate Report Refute The 4% Rule? (kitces.com)
Karen's Mod to Mark's Most Excellent Portfolio Shortcutter Tool: Karen's update to Mark's Shortcutter - asset class support and older funds - Google Sheets
Portfolio Visualizer Energy Sector Analysis: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
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By Frank Vasquez4.5
255255 ratings
In this episode we address emails from Thomas, Karen and Jeffrey. We discuss high-performing two-fund portfolios, Bill Bengen and Michael Kitces missiles into the Deathstar's crystal balls and exhaust ports, Karen's portfolio management, an updated and improved shortcut tool for analyses at Portfolio Visualizer and Portfolio Charts, and a query about investing in energy sector stocks.
And THEN we scare you with our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
NTSX/GLD portfolio and comparison analysis: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Bill Bengen Critique of Morningstar Study: Is It Now the “3.3% Rule”? - Articles - Advisor Perspectives
Michael Kitces Critique of Morningstar Study: Can Morningstar's Withdrawal Rate Report Refute The 4% Rule? (kitces.com)
Karen's Mod to Mark's Most Excellent Portfolio Shortcutter Tool: Karen's update to Mark's Shortcutter - asset class support and older funds - Google Sheets
Portfolio Visualizer Energy Sector Analysis: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Support the show

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