Episode 157:  Ukraine Is Not Weak, Comparison Tools And Unwinding Annuities
Episode 157:  Ukraine Is Not Weak, Comparison Tools And Unwinding Annuities

Episode 157: Ukraine Is Not Weak, Comparison Tools And Unwinding Annuities

OwenJay👑

23 min
Business & Finance
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Description

<p>In this episode we give a shout out to our listeners in Ukraine and answer emails from Darren, Jeffrey and Ron.  We discuss World Central Kitchen, comparison tools for non-U.S. funds, the Portfolio Visualizer Financial Goals tool, shorter-term use of risk parity portfolios, the disgusting problem of unwinding poorly performing annuity products and some customized risk-parity style portfolios.<br/><br/>Links:<br/><br/>World Central Kitchen charity for Ukraine:  <a href='https://wck.org/'>World Central Kitchen (wck.org)</a><br/><br/>Marketwatch example of non-U.S. fund:  <a href='https://www.marketwatch.com/investing/fund/vwrl/charts?countrycode=uk&amp;mod=mw_quote_tab'>VWRL | Vanguard FTSE All-World ETF Advanced Charts | MarketWatch</a><br/><br/>Portfolio Visualizer Financial Goals analysis tool:  <a href='https://www.portfoliovisualizer.com/financial-goals'>Financial Goals (portfoliovisualizer.com)</a><br/><br/>Ron&apos;s Custom Portfolios:  <a href='https://www.portfoliovisualizer.com/backtest-portfolio?s=y&amp;timePeriod=2&amp;startYear=1985&amp;firstMonth=1&amp;endYear=2022&amp;lastMonth=12&amp;calendarAligned=true&amp;includeYTD=false&amp;initialAmount=10000&amp;annualOperation=0&amp;annualAdjustment=400&amp;inflationAdjusted=true&amp;annualPercentage=0.0&amp;frequency=4&amp;rebalanceType=1&amp;absoluteDeviation=5.0&amp;relativeDeviation=25.0&amp;leverageType=0&amp;leverageRatio=0.0&amp;debtAmount=0&amp;debtInterest=0.0&amp;maintenanceMargin=25.0&amp;leveragedBenchmark=false&amp;reinvestDividends=true&amp;showYield=false&amp;showFactors=false&amp;factorModel=3&amp;benchmark=VBINX&amp;portfolioNames=true&amp;portfolioName1=Combined&amp;portfolioName2=Taxable&amp;portfolioName3=IRA&amp;symbol1=VUG&amp;allocation1_1=24&amp;allocation1_2=30&amp;allocation1_3=21&amp;symbol2=VBR&amp;allocation2_1=17&amp;allocation2_2=10&amp;allocation2_3=21&amp;symbol3=PFF&amp;allocation3_1=4&amp;allocation3_2=10&amp;allocation3_3=0&amp;symbol4=TLT&amp;allocation4_1=27&amp;allocation4_2=30&amp;allocation4_3=26&amp;symbol5=VFIUX&

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Episode 157: Ukraine Is Not Weak, Comparison Tools And Unwinding Annuities - Listen Free | WowFM