In Plus episode 432, we compare investing in CDs, municipal bonds, investment grade corporate bonds, U.S. Treasuries, or TIPS in the current investment environment. We also analyze a version of a role-based permanent portfolio that incorporates long volatility and trend-following strategies. … [Read more...]
344 Plus: What Happens When You Have Saved Enough – The Dragon Portfolio
In Plus Episode 344, we discuss what to do when you have more than sufficient assets for retirement but continue to generate a surplus because you enjoy working. We also compare the Artemis Capital Management Dragon Portfolio with other role-based permanent portfolios. … [Read more...]
307 Plus: Risk Parity ETF and Equity REITs
In this Plus episode, we compare the RPAR Risk Parity ETF with other role-based permanent portfolios. We also review how to evaluate and invest in real estate investment trusts. … [Read more...]
306: Three Approaches to Asset Allocation
What are the three primary ways to allocate assets and build a portfolio when saving for retirement or living in retirement. Topics covered include How saving for retirement and living in retirement differ. What are the expected return and risk of the Permanent, Golden Butterfly, and All Season portfolios. What are the pros and cons of a role-based permanent portfolio. What are the pros and cons of a strategic portfolio mix, such as the Bogleheads Three Fund Portfolio What … [Read more...]
MNY106 Plus: National Debt, Solar Bonds, Permanent Portfolios, Emerging Markets and Dissecting A Portfolio
This week on Money For the Rest of Us Plus we cover a number of different topics. I address hyperinflation and the national debt. I also answer questions on emerging market stocks, solar bonds and international stock exposure when implementing a Permanent Portfolio. I also analyze a member's asset allocation in his retirement account to estimate the expected return and risk and compare it to one of the Hub's model portfolios. The episode length is 24 minutes. … [Read more...]
24: Timeshares, Preppers and Permanent Portfolios
What are the economics behind vacation timeshares, how to implement a permanent portfolio and has the stock market ever taken decades to recover from a major sell-off? Photo by J.D. Stein In this podcast, you'll learn: How the economics of timeshare vacation properties work and why you shouldn't buy one.What are examples where markets took decades to recover from a large market sell-off.Why its important to have pockets of independence away from the financial … [Read more...]
