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In this episode we open up Season Four by answering emails from Pete, Arnold and Igor. We discuss Pete's slightly levered Golden Ratio type portfolio, TJUL and buffered funds generally and a Portfolio Visualizer anomaly. It's Shplendid!
Links:
Optimized Portfolio Article re UPRO and other leveraged ETFs: The 9 Best Leveraged ETFs To Enhance Portfolio Exposure (2023) (optimizedportfolio.com)
EDV and ZROX Comparison: ZROZ vs. EDV ETF Comparison Analysis | etf.com
Perfect Portfolio Book: In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest by Andrew W. Lo | Goodreads
Barry Ritholtz Article re TJUL: My New ETF: 100% of Upside + 0% of Downside - The Big Picture (ritholtz.com)
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In this episode we open up Season Four by answering emails from Pete, Arnold and Igor. We discuss Pete's slightly levered Golden Ratio type portfolio, TJUL and buffered funds generally and a Portfolio Visualizer anomaly. It's Shplendid!
Links:
Optimized Portfolio Article re UPRO and other leveraged ETFs: The 9 Best Leveraged ETFs To Enhance Portfolio Exposure (2023) (optimizedportfolio.com)
EDV and ZROX Comparison: ZROZ vs. EDV ETF Comparison Analysis | etf.com
Perfect Portfolio Book: In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest by Andrew W. Lo | Goodreads
Barry Ritholtz Article re TJUL: My New ETF: 100% of Upside + 0% of Downside - The Big Picture (ritholtz.com)
Support the show
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