Episode 18: Portfolio Reviews As Of September 25, 2020 And A Comparison Of The Risk Parity Ultimate Portfolio Against The Bogleheads Three-Fund Portfolio

<p>This is our weekly portfolio review of the portfolios you can find at <a href='https://www.riskparityradio.com/portfolios'>https://www.riskparityradio.com/portfolios</a><br/><br/>We also compare the Risk Parity Ultimate Portfolio with a Boglehead&apos;s Three-Fund Portfolio using the tools at Portfolio Visualizer.  Here is a link to that analysis:<br/><br/>https://www.portfoliovisualizer.com/backtest-portfolio?s=y&amp;timePeriod=4&amp;startYear=1985&amp;firstMonth=1&amp;endYear=2020&amp;lastMonth=12&amp;calendarAligned=true&amp;includeYTD=true&amp;initialAmount=10000&amp;annualOperation=0&amp;annualAdjustment=0&amp;inflationAdjusted=true&amp;annualPercentage=0.0&amp;frequency=4&amp;rebalanceType=1&amp;absoluteDeviation=2.5&amp;relativeDeviation=0.0&amp;showYield=true&amp;reinvestDividends=true&amp;portfolioNames=false&amp;portfolioName1=Portfolio+1&amp;portfolioName2=Portfolio+2&amp;portfolioName3=Portfolio+3&amp;allocation1_1=0&amp;allocation1_3=0&amp;symbol2=VUG&amp;allocation2_1=12.5&amp;allocation2_3=0&amp;symbol3=VIOV&amp;allocation3_1=12.5&amp;allocation3_3=0&amp;symbol4=VOO&amp;allocation4_1=12.5&amp;allocation4_3=0&amp;symbol5=EDV&amp;allocation5_1=5&amp;symbol6=TLT&amp;allocation6_1=15&amp;allocation6_3=0&amp;symbol7=GLD&amp;allocation7_1=10&amp;symbol8=VNQ&amp;allocation8_1=10&amp;allocation8_3=0&amp;symbol9=VNQI&amp;allocation9_1=0&amp;allocation9_3=0&amp;symbol10=VIXY&amp;allocation10_1=2.5&amp;symbol11=PFF&amp;allocation11_1=12.5&amp;symbol12=UPRO&amp;allocation12_1=2.5&amp;allocation13_1=0&amp;symbol14=TMF&amp;allocation14_1=5&amp;symbol15=VTI&amp;allocation15_2=40&amp;symbol16=BND&amp;allocation16_2=40&amp;symbol17=VXUS&amp;allocation17_2=20<br/><br/>The Risk Parity Ultimate is a conservative portfolio that is designed for medium and long-term needs.  It is comprised of 12 different funds in six different asset classes:  40% stock funds (split into 12.5% VUG, 12.5% VIOV, 6.25% USMV, 6.25% SPLV and 2.5% UPRO), 25% long-term treasury bond funds (split into 15% TLT, 5% EDV and 5% TMF), 12.5% prefer