Episode 55: Mailbag With Jason And Part One Of An Analysis Of Managed Futures Fund DBMF

<p>In today&apos;s episode we answer some questions from Jason P. about setting up a risk-parity style portfolio at M1 and then follow up on our discussion of the Dragon Portfolio (Episode 53) with part one of an analysis of Managed Futures Fund DBMF.<br/><br/>Modified Golden Ratio Portfolio With SHY:  <a href='https://www.portfoliovisualizer.com/backtest-portfolio?s=y&amp;timePeriod=2&amp;startYear=1985&amp;firstMonth=1&amp;endYear=2021&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;reinvestDividends=true&amp;showYield=false&amp;showFactors=false&amp;factorModel=3&amp;portfolioNames=true&amp;portfolioName1=Golden+Butterfly&amp;portfolioName2=Golden+Ratio+With+SHY&amp;symbol1=VTI&amp;allocation1_1=20&amp;allocation1_2=42&amp;symbol2=IJS&amp;allocation2_1=20&amp;symbol3=TLT&amp;allocation3_1=20&amp;allocation3_2=26&amp;symbol4=SHY&amp;allocation4_1=20&amp;allocation4_2=16&amp;symbol5=GLD&amp;allocation5_1=20&amp;allocation5_2=16'>Portfolio Visualizer Analysis (portfoliovisualizer.com)</a><br/><br/> David Stein&apos;s Ten Questions to Master Investing:<br/><br/>1.  What is it?<br/>2.  Is it an investment, a speculation, or a gamble?<br/>3.  What is the upside?<br/>4.  What is the downside?<br/>5.  Who is on the other side of the trade?<br/>6.  What is the investment vehicle?<br/>7.  What does it take to be successful?<br/>8.  Who is getting a cut?<br/>9.  How does it impact your portfolio?<br/>10.  Should you invest?<br/><br/>DBMF Summary Fact Sheet:  https://www.imgp.com/us/wp-content/uploads/2021/01/iM-DBi-Managed-Futures-Strategy-ETF-4Q20.pdf<br/><br/>DBMF Semi-Annual Report:  https://www.imgp.com/us/wp-content/uploads/2020/09/IMDBIETF-Semiannual-f.pdf<br/><br/>DBMF Prospectus:  https://www.imgp.com/us/wp-content/uploads/2021/02/im_dbi_etfs_prospectus.pdf<br/><br/><br/><br/><br/><br/></