Episode 195:  Comparing Cars And Brokerages, Analyzing Concentrated Funds, And More Cowbell!
Episode 195:  Comparing Cars And Brokerages, Analyzing Concentrated Funds, And More Cowbell!

Episode 195: Comparing Cars And Brokerages, Analyzing Concentrated Funds, And More Cowbell!

OwenJay👑

30 min
Business & Finance
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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&apos;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&apos;s Portfolio:  <a href='https://www.portfoliovisualizer.com/asset-correlations?s=y&amp;symbols=VTI%2C+FSRPX%2C+FSCSX%2C+FSMEX%2C+TLT%2C+VBMFX&amp;timePeriod=2&amp;tradingDays=60&amp;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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isabel.loop

isabel.loop

Episode 195: Comparing Cars And Brokerages, Analyzing Concentrated Funds, And More Cowbell! - Listen Free | WowFM