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Episode 279: Reviewing Pete's Portfolio, Savaging Buffered Funds And Other Malfeasance
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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By Frank Vasquez
4.5
270270 ratings
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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