Episode 272:  More On DBMF, A Frolic And Detour Into Rowing, Asset Location Basics And Portfolio Reviews As Of June 30, 2023
Episode 272:  More On DBMF, A Frolic And Detour Into Rowing, Asset Location Basics And Portfolio Reviews As Of June 30, 2023

Episode 272: More On DBMF, A Frolic And Detour Into Rowing, Asset Location Basics And Portfolio Reviews As Of June 30, 2023

OwenJay👑

43 min
Business & Finance
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Description

<p>In this episode we answer emails from Thurston Howell VI, MyContactInfo and Keith.  We discuss DBMF and managed futures funds generally, my family&apos;s rapture with the sport of rowing and how to make basic asset location decisions to minimize taxes.<br/><br/>And THEN we our go through 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/>Barry Ritholtz Interview of Andrew Beer (DBMF) (2021):  <a href='https://omny.fm/shows/masters-in-business/andrew-beer-on-the-hedge-fund-industry-podcast'>Andrew Beer on the Hedge Fund Industry (Podcast) - Masters in Business - Omny.fm</a><br/><br/>DBMF Web Page:  <a href='https://imgpfunds.com/im-dbi-managed-futures-strategy-etf/'>iMGP DBi Managed Futures Strategy ETF | iMGP Funds</a><br/><br/>DBMF Current Holdings Link (download):  https://partnerselectfunds.com/wp-content/uploads/Holdings/DBMF-Holdings.xlsx<br/><br/>Taxation of Gold -- CNBC Article with links:  <a href='https://www.cnbc.com/2022/03/14/gold-silver-etf-owners-face-28-percent-top-tax-rate-on-capital-gains.html'>Gold, silver ETF owners face 28% top tax rate on capital gains (cnbc.com)</a><br/><br/>Asset Swap Tutorial from Justin/Risk Parity Chronicles:  <a href='https://www.youtube.com/watch?v=GX2WX6iTRTw'>How to Do an Asset Swap - YouTube</a></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>

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Episode 272: More On DBMF, A Frolic And Detour Into Rowing, Asset Location Basics And Portfolio Reviews As Of June 30, 2023 - Listen Free | WowFM