
Episode 203: Stop Using Blackberries, REITs, Data Sources And Portfolio Reviews As Of September 2, 2022
OwenJay👑
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<p>In this episode we answer emails from Gen, Greg and Nathan. We discuss how to find funds using a fund screener and why you should not be using the investment account equivalents of blackberries and flip-phones any more, individual REIT selections, and value and growth data sources. I forgot to mention that the other individual REIT we hold is WY, which invests in timber (and thereby missed another opportunity to play the lumberjack song.)<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/>Additional Links:<br/><br/>Fund Screener: <a href='https://www.portfoliovisualizer.com/fund-screener'>Fund Screener (portfoliovisualizer.com)</a><br/><br/>Rob Berger Video About Vanguard's New Fees: <a href='https://www.youtube.com/watch?v=KSpYy-rwpOk'>Vanguard Fees Are Going Up -- Here's Why and How to Avoid Them - YouTube</a><br/><br/>Investopedia Article - Value vs. Growth in the S&P 500: <a href='https://www.investopedia.com/articles/professionals/072415/value-or-growth-stocks-which-best.asp#citation-6'>Value or Growth Stocks: Which Is Better? (investopedia.com)</a><br/><br/>Value vs. Growth Over Time: <a href='https://www.canterburygroup.com/Value-versus-Growth-A-Brief-His.html'>Canterbury Investment Management - Value versus Growth: A Brief Historical View (canterburygroup.com)</a><br/><br/>DFA Matrix Book: <a href='https://static1.squarespace.com/static/5a29de13e5dd5b5fb7021e6c/t/5ee1063374a4d06a88326ac3/1591805506190/Matrix+Book+2020.pdf'>Matrix+Book+2020.pdf (squarespace.com)</a><br/><br/>Walk For McKenna: <a href='https://fathermckennacenter.org/walk4mckenna/'>Walk4McKenna - Father McKenna Center</a></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>
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Episode 203: Stop Using Blackberries, REITs, Data Sources And Portfolio Reviews As Of September 2, 2022
OwenJay👑