
Episode 195: Comparing Cars And Brokerages, Analyzing Concentrated Funds, And More Cowbell!
OwenJay👑
Description
<p>In this episode we answer emails from MyContactInfo (x2), William and Peter. We discuss how brokerages and cars are alike, a correlation episode reference, analyzing a portfolio with Fidelity Select Funds in it (and other things) and transitions from VTSAX to some small cap cowbell and then to a Golden Ratio portfolio for retirement.<br/><br/>Links:<br/><br/>I'm Not Leaving Vanguard Article: <a href='https://www.etf.com/sections/index-investor-corner/why-im-not-leaving-vanguard?nopaging=1'>Why I’m Not Leaving Vanguard | ETF.com</a><br/><br/>60/40 Is Still Alive Article: <a href='https://advisors.vanguard.com/insights/article/likethephoenixthe6040portfoliowillriseagain?cmpgn=FAS:EM:NWLTR:620370926327'>Like the phoenix, the 60/40 portfolio will rise again (vanguard.com)</a><br/><br/>Morningstar Fund Analysis Tool: <a href='https://www.morningstar.com/funds/xnas/fsrpx/portfolio'>FSRPX – Portfolio – Fidelity® Select Retailing | Morningstar</a><br/><br/>Asset Correlation Analysis Of Will's Portfolio: <a href='https://www.portfoliovisualizer.com/asset-correlations?s=y&symbols=VTI%2C+FSRPX%2C+FSCSX%2C+FSMEX%2C+TLT%2C+VBMFX&timePeriod=2&tradingDays=60&months=36'>Asset Correlations (portfoliovisualizer.com)</a><br/><br/>ChooseFI Podcast Episode 194 About Bonds: <a href='https://www.choosefi.com/the-role-of-bonds-in-a-portfolio/'>The Role Of Bonds In A Portfolio | Ep 194 | ChooseFI</a></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>
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Episode 195: Comparing Cars And Brokerages, Analyzing Concentrated Funds, And More Cowbell!
OwenJay👑