Episode 42:  Comparing Merriman Portfolios With A Risk-Parity Alternative And Having A Look At Listener Brad's Portfolio
Episode 42:  Comparing Merriman Portfolios With A Risk-Parity Alternative And Having A Look At Listener Brad's Portfolio

Episode 42: Comparing Merriman Portfolios With A Risk-Parity Alternative And Having A Look At Listener Brad's Portfolio

OwenJay👑

26 min
Business & Finance
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Description

<p>In this portfolio analysis bonanza episode we tweak the Paul Merriman Two Funds for Life and Merriman Ultimate Portfolios to improve them Risk-Parity style and have a look at a portfolio submitted by Brad, one of our listeners.<br/><br/>Links:<br/><br/>Earn &amp; Invest Podcast featuring Paul Merriman and Rich Buck:  https://paulmerriman.com/tag/rich-buck/<br/><br/>Merriman Two-Funds For Life Portfolio Explanation:  https://paulmerriman.com/2-funds-for-life/<br/><br/>Merriman Ultimate TDF Portfolio:  https://paulmerriman.com/the-ultimate-target-date-fund-portfolio/<br/><br/>Merriman Google Sheet re Portfolio Glidepaths:  https://docs.google.com/spreadsheets/d/1oNtsaWWXexQj30_sxEGBI08kCnrdzVdWg3dITu3ZSc8/edit#gid=0<br/><br/>Portfolio Visualizer Analysis of Two Funds For Life at 65 vs. Risk Parity Alternative:  https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&amp;mode=1&amp;timePeriod=4&amp;startYear=1972&amp;firstMonth=1&amp;endYear=2020&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;portfolioNames=true&amp;portfolioName1=Two+Funds+For+Life+at+65&amp;portfolioName2=Risk+Parity+Alternative&amp;portfolioName3=Portfolio+3&amp;asset1=TotalStockMarket&amp;allocation1_1=30&amp;allocation1_2=30&amp;asset2=IntlStockMarket&amp;allocation2_1=20&amp;allocation2_2=20&amp;asset3=TotalBond&amp;allocation3_1=30&amp;asset4=GlobalBond&amp;allocation4_1=10&amp;asset5=TIPS&amp;allocation5_1=10&amp;asset6=LongTreasury&amp;allocation6_2=30&amp;asset7=Gold&amp;allocation7_2=15&amp;asset8=TreasuryBills&amp;allocation8_2=5<br/><br/>Portfolio Visualizer Analysis of Ultimate Glidepath vs. Risk Parity Alternative:  https://tinyurl.com/ycpfeazq<br/><br/>Portfolio Visualizer Analysis of Brad&apos;s Portfolio vs. Golden Butterfly:  https://www.portfoliovisualizer.com/backtest-portfolio?s=y&am

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Episode 42: Comparing Merriman Portfolios With A Risk-Parity Alternative And Having A Look At Listener Brad's Portfolio - Listen Free | WowFM