Episode 160:  Blowing Up The Deathstar (Again!) And Our Weekly Portfolio Reviews As Of March 18, 2022
Episode 160:  Blowing Up The Deathstar (Again!) And Our Weekly Portfolio Reviews As Of March 18, 2022

Episode 160: Blowing Up The Deathstar (Again!) And Our Weekly Portfolio Reviews As Of March 18, 2022

OwenJay👑

42 min
Business & Finance
Lire

Description

<p>In this episode we address emails from Thomas, Karen and Jeffrey.  We discuss high-performing two-fund portfolios, Bill Bengen and Michael Kitces missiles into the Deathstar&apos;s crystal balls and exhaust ports, Karen&apos;s portfolio management, an updated and improved shortcut tool for analyses at Portfolio Visualizer and Portfolio Charts, and a query about investing in energy sector stocks.<br/><br/>And THEN we scar you with our weekly portfolio reviews of the seven sample portfolios you can find at <a href='https://www.riskparityradio.com/portfolios'>Portfolios | Risk Parity Radio</a>.<br/><br/>Additional links:<br/><br/>NTSX/GLD portfolio and comparison analysis:  <a href='https://www.portfoliovisualizer.com/backtest-portfolio?s=y&amp;timePeriod=2&amp;startYear=1985&amp;firstMonth=1&amp;endYear=2022&amp;lastMonth=12&amp;calendarAligned=true&amp;includeYTD=false&amp;initialAmount=10000&amp;annualOperation=0&amp;annualAdjustment=0&amp;inflationAdjusted=true&amp;annualPercentage=0.0&amp;frequency=4&amp;rebalanceType=1&amp;absoluteDeviation=5.0&amp;relativeDeviation=25.0&amp;leverageType=0&amp;leverageRatio=0.0&amp;debtAmount=0&amp;debtInterest=0.0&amp;maintenanceMargin=25.0&amp;leveragedBenchmark=false&amp;reinvestDividends=true&amp;showYield=false&amp;showFactors=false&amp;factorModel=3&amp;portfolioNames=false&amp;portfolioName1=Portfolio+1&amp;portfolioName2=Portfolio+2&amp;portfolioName3=Portfolio+3&amp;symbol1=NTSX&amp;allocation1_1=80&amp;symbol2=GLD&amp;allocation2_1=20&amp;symbol3=VTI&amp;allocation3_2=100&amp;allocation3_3=60&amp;symbol4=VGIT&amp;allocation4_3=40'>Backtest Portfolio Asset Allocation (portfoliovisualizer.com)</a><br/><br/>Bill Bengen Critique of Morningstar Study:  <a href='https://www.advisorperspectives.com/articles/2021/11/29/is-it-now-the-3-3-rule'>Is It Now the “3.3% Rule”? - Articles - Advisor Perspectives</a><br/><br/>Michael Kitces Critique of Morningstar Study:  <a href='https://www.kitces.com/blog/4-percent-rule-bengen-morningstar-report-the-state-of-retirement-income-saf

Diffuseur

isabel.loop

isabel.loop

Episode 160: Blowing Up The Deathstar (Again!) And Our Weekly Portfolio Reviews As Of March 18, 2022 - Listen Free | WowFM