Episode 217: Tax Loss Harvesting, Golden Ratio Mania, The Asset Swapping Technique, Portfolio Finding And Todd

<p>In this episode we answer questions from Brad, Craig, AnnieMous, and Jack.   We discuss new information from Portfolio Charts about tax-loss harvesting bond funds like TLT (and other funds), portfolio construction with the Golden Ratio, the recent popularity of managed futures with the info-sales and marketing crowd, portfolio management with asset swapping between taxable and tax-protected accounts, and REITs in the Portfolio Charts Portfolio Finder.<br/><br/>Links:<br/><br/>Portfolio Charts Tax Loss Harvesting Article:  <a href='https://portfoliocharts.com/2022/11/05/harvesting-the-fall-why-i-sold-all-my-bonds/#more-58582'>Harvesting the Fall: Why I Sold All My Bonds – Portfolio Charts</a><br/><br/>Buffett&apos;s Alpha Paper:  <a href='https://www.tandfonline.com/doi/pdf/10.2469/faj.v74.n4.3?needAccess=true'>Buffett’s Alpha (tandfonline.com)</a><br/><br/>Brad&apos;s Portfolio Construction Article:  <a href='https://breakingthemarket.com/how-to-balance-a-portfolio/'>How to Balance a Portfolio - (breakingthemarket.com)</a><br/><br/>Brad&apos;s Other Article:  <a href='https://breakingthemarket.com/breaking-the-market-university/'>Breaking the Market University -</a><br/><br/>Portfolio Charts Portfolio Finder:  <a href='https://portfoliocharts.com/portfolio/portfolio-finder/'>PORTFOLIO FINDER – Portfolio Charts</a><br/><br/>Early Retirement Now SWR Spreadsheet Tool Article and Link:  <a href='https://earlyretirementnow.com/2018/08/29/google-sheet-updates-swr-series-part-28/'>An Updated Google Sheet DIY Withdrawal Rate Toolbox (SWR Series Part 28) – Early Retirement Now</a><br/><br/><br/></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>