Risk Parity Radio

Episode 217: Tax Loss Harvesting, Golden Ratio Mania, The Asset Swapping Technique, Portfolio Finding And Todd


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In this episode we answer questions from Brad, Craig, AnnieMous, and Jack.   We discuss new information from Portfolio Charts about tax-loss harvesting bond funds like TLT (and other funds), portfolio construction with the Golden Ratio, the recent popularity of managed futures with the info-sales and marketing crowd, portfolio management with asset swapping between taxable and tax-protected accounts, and REITs in the Portfolio Charts Portfolio Finder.

Links:

Portfolio Charts Tax Loss Harvesting Article:  Harvesting the Fall: Why I Sold All My Bonds – Portfolio Charts

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

Brad's Portfolio Construction Article:  How to Balance a Portfolio - (breakingthemarket.com)

Brad's Other Article:  Breaking the Market University -

Portfolio Charts Portfolio Finder:  PORTFOLIO FINDER – Portfolio Charts

Early Retirement Now SWR Spreadsheet Tool Article and Link:  An Updated Google Sheet DIY Withdrawal Rate Toolbox (SWR Series Part 28) – Early Retirement Now


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Risk Parity RadioBy Frank Vasquez

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