October 18, 2020

Episode 24: Portfolio Reviews As Of October 16, 2020 And A Face-Off Between The Aggressive Fifty-Fifty And Two Dave Ramsey Style Portfolios

14 minutes

This is our weekly portfolio review of the portfolios you can find at https://www.riskparityradio.com/portfolios

We also compare the Aggressive Fifty-Fifty Portfolio with two Dave Ramsey-Style Portfolios using the tools at Portfolio Visualizer. Relevant links:

White Coat Investor article about a Ramsey-style portfolio: https://www.whitecoatinvestor.com/dave-ramsey-asset-allocation/

Portfolio Visualizer Face-Off Analysis (including correlation analysis under the Assets tab):
https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2020&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=7.5&relativeDeviation=0.0&showYield=true&reinvestDividends=true&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=PFF&allocation1_1=17&symbol2=TMF&allocation2_1=33&symbol3=GLD&allocation3_1=0&symbol4=UPRO&allocation4_1=33&symbol5=VIVIX&allocation5_2=25&symbol6=VMGRX&allocation6_2=25&allocation6_3=25&symbol7=VSCIX&allocation7_2=25&symbol8=VGTSX&allocation8_2=25&symbol9=VGIAX&allocation9_3=25&symbol10=VSGIX&allocation10_3=25&symbol11=VWIGX&allocation11_3=25&symbol12=IEF&allocation12_1=17

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