Episode 281: Fun With Simulators And Alaskan Golden Butterish Portfolios

OwenJay👑

29 min

Business & Finance

Description

In this episode we answer emails from Jeff, Micah and Chris. We discuss some data anomalies of Portfolio Visualizer pertaining to REITs, how to interpret and use Monte Carlo simulations, a more aggressive variation of the Golden Butterfly portfolio (similar to the Weird Portfolio) and the recent performance of the Golden Butterfly portfolio itself. Links: Portfolio Visualizer REIT Data: <a href='https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&mode=1&timePeriod=2&startYear=1972&firstMonth=1&endYear=2023&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&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&portfolioNames=true&portfolioName1=100%25+REIT+Portfolio&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&asset1=REIT&allocation1_1=100'>Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)</a> Micah's Alaskan Golden Butterfly Portfolio: <a href='https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&mode=1&timePeriod=2&startYear=1972&firstMonth=1&endYear=2023&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=1000000&annualOperation=3&annualAdjustment=0&inflationAdjusted=true&annualPercentage=5.0&frequency=4&rebalanceType=5&absoluteDeviation=5.0&relativeDeviation=25.0&leverageType=0&leverageRatio=0.0&debtAmount=0&debtInterest=0.0&maintenanceMargin=25.0&leveragedBenchmark=false&portfolioNames=true&portfolioName1=Micah%27s+Alaskan+Golden+Butterfly&portfolioName2=Stocks%2FBonds+%2860%2F40%29&portfolioName3=S%26P+500&asset1=TotalStockMarket&allocatio

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Episodes

Episode 281: Fun With Simulators And Alaskan Golden Butterish Portfolios

OwenJay👑

29:32