Episode 262: Lessons From Last Year, Sleeping Better With Conservative Portfolios And Gambling Problems

<p>In this episode we answer emails from Bruce, Raymond and Alexi (a/k/a &quot;Dude&quot;).  We discuss what we learned from last year about the performance of various assets in a severely rising interest environment, holding a conservative portfolio in accumulation to sleep better and one of the Dude&apos;s gambling experiments involving UDOW and TQQQ.<br/><br/>Links:<br/><br/>Updated UNC Paper re Bonds, Flights to Safety and Stock Market Volatility:  <a href='file:///C:/Users/17033/Downloads/SSRN-id1436124.pdf'>SSRN-id1436124.pdf</a><br/><br/>Portfolio Charts Time to Financial Independence Calculator:   <a href='https://portfoliocharts.com/portfolio/financial-independence/'>FINANCIAL INDEPENDENCE – Portfolio Charts</a><br/><br/>Alexi&apos;s UDOW/TQQQ Analysis:  <a href='https://www.portfoliovisualizer.com/backtest-portfolio?s=y&amp;timePeriod=4&amp;startYear=1985&amp;firstMonth=1&amp;endYear=2023&amp;lastMonth=12&amp;calendarAligned=true&amp;includeYTD=false&amp;initialAmount=10000&amp;annualOperation=0&amp;annualAdjustment=0&amp;inflationAdjusted=true&amp;annualPercentage=0.0&amp;frequency=4&amp;rebalanceType=1&amp;absoluteDeviation=5.0&amp;relativeDeviation=25.0&amp;leverageType=0&amp;leverageRatio=0.0&amp;debtAmount=0&amp;debtInterest=0.0&amp;maintenanceMargin=25.0&amp;leveragedBenchmark=false&amp;reinvestDividends=true&amp;showYield=false&amp;showFactors=false&amp;factorModel=3&amp;benchmark=VFINX&amp;portfolioNames=false&amp;portfolioName1=Portfolio+1&amp;portfolioName2=Portfolio+2&amp;portfolioName3=Portfolio+3&amp;symbol1=UPRO&amp;allocation1_1=100&amp;symbol2=UDOW&amp;allocation2_2=50&amp;symbol3=TQQQ&amp;allocation3_2=50'>Backtest Portfolio Asset Allocation (portfoliovisualizer.com)</a><br/><br/>Long Term Analysis of Total Market vs. 50/50 Large Cap Growth/Value:  <a href='https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&amp;mode=1&amp;timePeriod=2&amp;startYear=1972&amp;firstMonth=1&amp;endYear=2023&amp;lastMonth=12&amp;calendarAligned=true&amp;includeYTD=false&amp;initialAmount