Episode 113: You Don't Want To Lose That Number Or Miss The Answers To These Emails

<p>In this episode we answer questions from Greg, David, Chris, Rikki and John-Michael.  We discuss the &quot;Weird Portfolio&quot;, do a Vanguard Life-Strategy Funds comparison, using a risk-parity style portfolio for intermediate needs, alternative allocations and related tax issues, treasury bonds, emerging markets funds and tax-advantaged transactions, and the Experimental Risk Parity Lever portfolio at ChooseFI and M1.<br/><br/>Links:<br/><br/>Weird Portfolio Article:  <a href='https://valuestockgeek.medium.com/the-weird-portfolio-99c0154d1c4a'>The Weird Portfolio. How To Avoid Bubbles, Limit Drawdowns… | by Value Stock Geek</a><br/><br/>Weird Portfolio vs. Golden Butterfly vs. Golden Ratio comparison:  <a href='https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&amp;mode=1&amp;timePeriod=2&amp;startYear=1972&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;portfolioNames=true&amp;portfolioName1=Weird+Portfolio&amp;portfolioName2=Golden+Butterfly&amp;portfolioName3=Golden+Ratio&amp;asset1=TotalStockMarket&amp;allocation1_2=20&amp;asset2=SmallCapValue&amp;allocation2_1=20&amp;allocation2_2=20&amp;allocation2_3=21&amp;asset3=IntlSmall&amp;allocation3_1=20&amp;asset4=LongTreasury&amp;allocation4_1=20&amp;allocation4_2=20&amp;allocation4_3=26&amp;asset5=ShortTreasury&amp;allocation5_2=20&amp;allocation5_3=6&amp;asset6=REIT&amp;allocation6_1=20&amp;allocation6_3=10&amp;asset7=Gold&amp;allocation7_1=20&amp;allocation7_2=20&amp;allocation7_3=16&amp;asset8=LargeCapGrowth&amp;allocation8_3=21'>Backtest Weird Portfolio </a><br/><br/>Vanguard Moderate Life Strategy vs. Golden Butterfly vs. Golden Ratio comparison:  <a href='https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&amp;mode=1&amp;timePeriod=2&amp;startYear=1972&a