
Episode 157: Ukraine Is Not Weak, Comparison Tools And Unwinding Annuities
OwenJay👑
Description
<p>In this episode we give a shout out to our listeners in Ukraine and answer emails from Darren, Jeffrey and Ron. We discuss World Central Kitchen, comparison tools for non-U.S. funds, the Portfolio Visualizer Financial Goals tool, shorter-term use of risk parity portfolios, the disgusting problem of unwinding poorly performing annuity products and some customized risk-parity style portfolios.<br/><br/>Links:<br/><br/>World Central Kitchen charity for Ukraine: <a href='https://wck.org/'>World Central Kitchen (wck.org)</a><br/><br/>Marketwatch example of non-U.S. fund: <a href='https://www.marketwatch.com/investing/fund/vwrl/charts?countrycode=uk&mod=mw_quote_tab'>VWRL | Vanguard FTSE All-World ETF Advanced Charts | MarketWatch</a><br/><br/>Portfolio Visualizer Financial Goals analysis tool: <a href='https://www.portfoliovisualizer.com/financial-goals'>Financial Goals (portfoliovisualizer.com)</a><br/><br/>Ron's Custom Portfolios: <a href='https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2022&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=400&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=5.0&relativeDeviation=25.0&leverageType=0&leverageRatio=0.0&debtAmount=0&debtInterest=0.0&maintenanceMargin=25.0&leveragedBenchmark=false&reinvestDividends=true&showYield=false&showFactors=false&factorModel=3&benchmark=VBINX&portfolioNames=true&portfolioName1=Combined&portfolioName2=Taxable&portfolioName3=IRA&symbol1=VUG&allocation1_1=24&allocation1_2=30&allocation1_3=21&symbol2=VBR&allocation2_1=17&allocation2_2=10&allocation2_3=21&symbol3=PFF&allocation3_1=4&allocation3_2=10&allocation3_3=0&symbol4=TLT&allocation4_1=27&allocation4_2=30&allocation4_3=26&symbol5=VFIUX&
Uploader
Episodes
Episode 157: Ukraine Is Not Weak, Comparison Tools And Unwinding Annuities
OwenJay👑