Episode 363: Making Adjustments To An RPR Portfolio, Musings

Risk Parity Radio

Episode 363: Making Adjustments To An RPR Portfolio, Musings About Factor Investing And HECOMs, And A Semi-Rant About Ill-Advised IUL

Listen now

Description

In this episode we answer emails from Phil, MyContactInfo, and Eric. We discuss implementing factor investing and making portfolio adjustments in a risk-parity style portfolio, HECOMs and other considerations about reverse mortgages and buffered products, the fundamental problems with IUL that need to be accounted for before using it, and just how rich you probably need to be to be using insurance products as investments. Hint: You are not that rich.Links:Swedroe Factor Inve...

More Episodes

See all »

Episode 365: Leveraging OPTRA, The Four Phases Of Financial Knowledge And Portfolio Reviews As Of September 6, 2024

In this episode we answer emails from Mikel, Garrison and Matt. We discuss our charity and some foundational episodes, the use of leveraged fund UPRO in the OPTRA sample portfolio, and the four phases of learning and knowledge in personal finance, which are (1) Baby Steps; (2) Shiny Object...

Published 09/08/24

Risk Parity Radio

Published 09/08/24

Episode 364: Leverage, Gold ETFs And Early Retirement Considerations (Oh My!) And Portfolio Reviews As Of August 30, 2024

In this episode we answer emails from Brian, JD and Andrew. We discuss using leverage in portfolios (again!), gold ETFs and early retirement considerations and withdrawal strategies. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at...

Published 09/01/24