Risk Parity Radio

Episode 219: The Ins And Outs Of Buffered Funds, Gold and Bond Ladders


Listen Later

In this episode we answer emails from Uday, Rick,  Anderson and Jacques.  We discuss Giving Tuesday and the Father McKenna Center, new tutorials at Risk Parity Chronicles about asset swaps and wash sales, buffered ETFs and scandalous structured products, why we still love gold (a little), getting exposure to small cap value -- yada, yada, yada -- and bond ladders vs. bond funds.

Links:

Father McKenna Center Homepage:  Home - Father McKenna Center

Father McKenna Center Giving Page:  Donate - Father McKenna Center

Risk Parity Chronicles Asset Swap Post And Tutorials:  Risk Parity Basics: Asset Swaps and the Important Wash Sale Rule (riskparitychronicles.com)

Analysis of Buffered Fund BSEP:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Portfolio Charts "Ingredients" Article:  Three Secret Ingredients of the Most Efficient Portfolios – Portfolio Charts

Morningstar Analyzer:  VEXMX – Portfolio – Vanguard Extended Market Index Investor | Morningstar

Ben Carlson Article:  Owning Individual Bonds vs. Owning a Bond Fund (awealthofcommonsense.com)

Finance Buff Article:  Two Types of Bond Ladders: When to Replace a Bond Fund or ETF (thefinancebuff.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

270 ratings


More shows like Risk Parity Radio

View all
Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,552 Listeners

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

The Stacking Benjamins Show

1,985 Listeners

Financial Independence Podcast by The Mad Fientist

Financial Independence Podcast

1,652 Listeners

ChooseFI by ChooseFI

ChooseFI

5,144 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

677 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

197 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

618 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

452 Listeners

Sound Investing by Paul Merriman

Sound Investing

345 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

199 Listeners

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

Personal Finance for Long-Term Investors - The Best Interest

158 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

200 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

996 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

354 Listeners