Episode 207: Freak Out With Math, Intermediate Term Portfolios, Annuities And Portfolio Reviews As Of September 23, 2022

<p>In this episode we answer emails from Arun, Jeffrey and Chris.  We discuss using simple back-of-the-envelope estimation methods to solve for complex portfolio projections, using a risk parity style portfolio for intermediate accumulations, and re-cap annuity considerations from Episode 184.<br/><br/>And THEN we our go through our weekly and monthly 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/>Arun&apos;s question:  <br/><br/>&quot;What type of portfolio would you suggest for below scenario. I can invest $x a month for y years and can let it sit for n years. After y+n years would like to start withdrawing at least .75x dollars per month perpetually. Value of x would be less than $1000 and value of y would be 5-10 years but depending on future need and market condition it can stay longer or shorter. Ideally would like to have n=0 but that might be too ambitious. Is there to tool to play with these variables that you know and what type of portfolio would you suggest.&quot;</p><p><br/>Additional Links:<br/><br/>Risk Savvy book:  <a href='https://www.goodreads.com/book/show/18114056-risk-savvy'>Risk Savvy: How to Make Good Decisions by Gerd Gigerenzer | Goodreads</a><br/><br/>Portfolio Visualizer Monte Carlo Simulator with Multi-stage Analyzer:  <a href='https://www.portfoliovisualizer.com/financial-goals'>Financial Goals (portfoliovisualizer.com)</a><br/><br/>Rule of 72:  <a href='https://en.wikipedia.org/wiki/Rule_of_72'>Rule of 72 - Wikipedia</a></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>