Risk Parity Radio

Episode 166: Tax Loss Harvesting Funds, Withdrawal Mechanics, Tools And Portfolio Reviews As Of April 8, 2022


Listen Later

In this episode we answer emails from Mitchell, Alexi (Dude!), Brian and Daniel.  We discuss how to identify similar funds for tax loss harvesting, concentrations and "bad decades", leveraged ETFs in accumulation, using risk-parity portfolios for intermediate accumulations, and withdrawing in retirement from a Golden Butterfly portfolio.

 And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio

Additional Links:

Portfolio Visualizer Asset Correlation Tool:  Asset Correlations (portfoliovisualizer.com)

PHYS ETF page and description:  PHYS Keep More of What You Earn (sprott.com)

Ben Felix Video About Leverage:  Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube

Optimized Portfolio website:  Optimized Portfolio - Investing and Personal Finance

"Buffett's Alpha" White Paper:  Buffett’s Alpha (tandfonline.com)

Support the show

...more
View all episodesView all episodes
Download on the App Store

Risk Parity RadioBy Frank Vasquez

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

255 ratings


More shows like Risk Parity Radio

View all
Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,550 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,987 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

522 Listeners

ChooseFI by ChooseFI

ChooseFI

5,150 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,083 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

199 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

593 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

438 Listeners

The Long View by Morningstar

The Long View

907 Listeners

Sound Investing by Paul Merriman

Sound Investing

345 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

190 Listeners

Personal Finance for Long-Term Investors - The Best Interest by Jesse Cramer

Personal Finance for Long-Term Investors - The Best Interest

123 Listeners

Two Sides of FI by Jason and Eric

Two Sides of FI

439 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

204 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

346 Listeners