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...]
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...]