Episode 108:  More Emails, Rebalancing, Crystal Ball Follies And Weekly Portfolio Reviews As Of July 16, 2021
Episode 108:  More Emails, Rebalancing, Crystal Ball Follies And Weekly Portfolio Reviews As Of July 16, 2021

Episode 108: More Emails, Rebalancing, Crystal Ball Follies And Weekly Portfolio Reviews As Of July 16, 2021

OwenJay👑

33 min
Business & Finance
Putar

Deskripsi

<p>In this episode we start by addressing emails from Eric, Gareth, Jeff and Randy about transitioning with a high savings rate, data sources at portfoliovisualizer and portfoliocharts, Chinese A shares ETFs, and capital gains tax issues.  Then we do our weekly portfolio reviews of the seven sample portfolios at <a href='https://www.riskparityradio.com/portfolios'>Portfolios | Risk Parity Radio</a>. <br/><br/>After that we have some fun smashing some crystal balls discussed in a CNBC article and talk about more rebalancing.  Yeah, baby, yeah!<br/><br/>Links:<br/><br/>Portfolio Visualizer Data Sources:  <a href='https://www.portfoliovisualizer.com/faq'>Frequently Asked Questions (portfoliovisualizer.com)</a><br/><br/>Portfolio Charts Data Sources:  <a href='https://portfoliocharts.com/?s=data+sources&amp;orderby=relevance&amp;order=DESC&amp;post_type=post%2Cpage%2Cattachment%2Cjetpack-portfolio'>Search Results for “data sources” – Portfolio Charts</a><br/><br/>KBA Correlation Analysis:  <a href='https://www.portfoliovisualizer.com/asset-correlations?s=y&amp;symbols=VUG%2C+VIOV%2C+USMV%2C+KBA%2C+UPRO%2C+TLT%2C+TMF%2C+GLD%2C+PFF%2C+VNQ%2C+VIXY&amp;timePeriod=2&amp;tradingDays=20&amp;months=12'>Asset Correlations (portfoliovisualizer.com)</a><br/><br/>CNBC Article re Crystal Ball Failures:  <a href='https://www.cnbc.com/2021/07/16/the-mystifying-bond-market-behavior-could-last-all-summer.html'>The mystifying bond market behavior could last all summer (cnbc.com)</a><br/><br/>Optimized Rebalancing Article:  <a href='https://www.kitces.com/blog/best-opportunistic-rebalancing-frequency-time-horizons-vs-tolerance-band-thresholds/'>Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)</a><br/><br/><br/></p>

Pengunggah

isabel.loop

isabel.loop

Episode 108: More Emails, Rebalancing, Crystal Ball Follies And Weekly Portfolio Reviews As Of July 16, 2021 - Listen Free | WowFM