In this episode we answer emails from R.J., Mark and Jaako.  We discuss how amateur investors doing projections often double-count inflation accidently and apply inappropriate tax rates, using low-beta funds in portfolio construction, and ETFs designed to combat inflation in Finland and elsewhere.

Note I misspoke and the USMV low-beta portfolio does better than the two created in Mark's backtests.

Links:

Value Stock Geek's Podcast Interview of Tyler from Portfolio Charts:  Tyler (@PortfolioCharts): The Amazing Power of Uncorrelated Assets (securityanalysis.org)

Portfolio Visualizer Monte Carlo Simulator:  Monte Carlo Simulation (portfoliovisualizer.com)

Rational Reminder Interview of Professor Campbell:  Prof. John Y. Campbell: Financial Decisions for Long-term Investors | Rational Reminder 250 - YouTube

Analysis of Low Beta Portfolios:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Mark's Correlation Analysis:  Asset Correlations (portfoliovisualizer.com)

Fund Page for Jaako's Fund:   Lyxor EUR 2-10Y Inflation Expectations UCITS ETF - Acc | LYX0U6 | LU1390062245 (justetf.com)

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