Risk Parity Radio

Episode 237: Dropping A Bomb On You With A Ten-Question Analysis Of Inflation-Hedger RRH


Listen Later

In this episode we take the Dude's suggestion and do a detailed analysis of the Advocate Rising Rate Hedge ETF, ticker symbol RRH.

To conduct our analysis of RRH, we use SPLB, using David Stein's Ten Questions to Master Investing:

1.  What is it?
2.  Is it an investment, a speculation, or a gamble?
3.  What is the upside?
4.  What is the downside?
5.  Who is on the other side of the trade?
6.  What is the investment vehicle?
7.  What does it take to be successful?
8.  Who is getting a cut?
9.  How does it impact your portfolio?
10.  Should you invest?

Links:

RRH Website:  Advocate Rising Rate Hedge ETF (rrhetf.com)

RRH Fact Sheet:  Microsoft PowerPoint - Advocate RRH Fund Fact Sheet Jan 2023 v01 (rrhetf.com)

RRH Summary Prospectus:  advocate_rrh_summary.pdf (rrhetf.com)

Podcast about RRH:  Scott Peng, PhD, Founder and CEO/CIO, Advocate Capital Management - Alpha Exchange | Podcast on Spotify

Asset Correlation Analysis of RRH:  Asset Correlations (portfoliovisualizer.com)

Risk Parity Chronicles TIPs Blog Series (Summary and Conclusions):  Eight Observations About TIPS (riskparitychronicles.com)

EconoMe Conference:  Programming & Activities - EconoMe (economeconference.com)

Support the show

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

Risk Parity RadioBy Frank Vasquez

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

235 ratings


More shows like Risk Parity Radio

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

772 Listeners

Financial Independence Podcast by The Mad Fientist

Financial Independence Podcast

1,654 Listeners

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

The Stacking Benjamins Show

1,981 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,290 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,524 Listeners

ChooseFI by ChooseFI

ChooseFI

5,086 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

565 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

592 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

435 Listeners

The Long View by Morningstar

The Long View

885 Listeners

Sound Investing by Paul Merriman

Sound Investing

343 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

175 Listeners

Two Sides of FI by Jason and Eric

Two Sides of FI

345 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

184 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

328 Listeners