Episode 166:  Tax Loss Harvesting Funds, Withdrawal Mechanics, Tools And Portfolio Reviews As Of April 8, 2022
Episode 166:  Tax Loss Harvesting Funds, Withdrawal Mechanics, Tools And Portfolio Reviews As Of April 8, 2022

Episode 166: Tax Loss Harvesting Funds, Withdrawal Mechanics, Tools And Portfolio Reviews As Of April 8, 2022

OwenJay👑

27 min
Business & Finance
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Description

<p>In this episode we answer emails from Mitchell, Alexi (Dude!), Brian and Daniel.  We discuss how to identify similar funds for tax loss harvesting, concentrations and &quot;bad decades&quot;, leveraged ETFs in accumulation, using risk-parity portfolios for intermediate accumulations, and withdrawing in retirement from a Golden Butterfly portfolio.<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/>Portfolio Visualizer Asset Correlation Tool:  <a href='https://www.portfoliovisualizer.com/asset-correlations?s=y&amp;symbols=VIOV+VBR%2C+VTI+VOO+VUG&amp;timePeriod=2&amp;tradingDays=60&amp;months=36'>Asset Correlations (portfoliovisualizer.com)</a><br/><br/>PHYS ETF page and description:  <a href='https://sprott.com/investment-strategies/physical-bullion-trusts/phys-keep-more-of-what-you-earn/#'>PHYS Keep More of What You Earn (sprott.com)</a><br/><br/>Ben Felix Video About Leverage:  <a href='https://www.youtube.com/watch?v=Ll3TCEz4g1k'>Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube</a><br/><br/>Optimized Portfolio website:  <a href='https://www.optimizedportfolio.com/'>Optimized Portfolio - Investing and Personal Finance</a><br/><br/>&quot;Buffett&apos;s Alpha&quot; White Paper:  <a href='https://www.tandfonline.com/doi/pdf/10.2469/faj.v74.n4.3?needAccess=true'>Buffett’s Alpha (tandfonline.com)</a></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a> (https://www.riskparityradio.com/support)

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isabel.loop

isabel.loop

Episode 166: Tax Loss Harvesting Funds, Withdrawal Mechanics, Tools And Portfolio Reviews As Of April 8, 2022 - Listen Free | WowFM