In Plus episode 550, we explain why the yield on the Brookmont Catastrophic Bond ETF (ILS) is so low. We run a simulation analysis comparing a 75/25 portfolio to a 60/40 portfolio with 10 years to retirement. Finally, we discuss the private Fundrise Growth Tech Fund, LLC pending IPO to convert to a publicly-traded closed-end fund, Fundrise Innovation Fund (VCX). Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a … [Read more...]
196: How To Survive Financially
Why relying on averages is dangerous given our fate is often determined by extreme events and how we react as financial markets, the economy and our own lives evolve. In this episode you’ll learn: Show Notes If it's Tuesday, it's a workday in Dallas for this 100-year-old Colleyville man - Dallas Morning News Skin In The Game: Hidden Asymmetries In Daily Life - Nassim Nicholas Taleb Exploring Gambles Reveals Foundational Difficulty Behind Economic Theory (and a … [Read more...]
161 Plus: Monte Carlo Analysis, Quant Funds and Interest Rate Hedged ETFs
This week June 17, 2017 on Money For the Rest of Us Plus we run some scenarios using Portfolio Visualizer's Monte Carlo Analysis to get a sense of whether the results are accurate and can be trusted. We also look at what are quantitative strategies. Finally, we compare an investment grade corporate bond interest rate hedged ETF with a short-term corporate bond fund. … [Read more...]
