Episode 173: REITs, Struggling Bond Funds, More Cowbell And Portfolio Reviews As Of May 6, 2022

<p>In this episode we answer emails from Jamie, Jean-Luc and Geordi.  We discuss a paper about REITs as a separate asset class, what to do about struggling bond funds, the value of small-cap value and choosing a retirement portfolio in line with Bill Bengen&apos;s recommendations.<br/><br/>And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at <a href='https://www.riskparityradio.com/portfolios'>Portfolios | Risk Parity Radio</a>. <br/><br/>Additional Links:<br/><br/>Jamie&apos;s Article -- Are REITs A Distinct Asset Class?:  <a href='https://deliverypdf.ssrn.com/delivery.php?ID=386104017119025111085076085025095007006004057060022070075030119112069095092005110119107060037031026002028122064088067088092101118014013047021116114074121006090102119050069001083093110118118071123087097112118127017123025122010126096116069116009011113006&amp;EXT=pdf&amp;INDEX=TRUE'>delivery.php (ssrn.com)</a><br/><br/>Correlation Matrix for Small Caps:  <a href='https://www.portfoliovisualizer.com/asset-correlations?s=y&amp;symbols=VIGAX%2C+TLT%2C+GLD%2C+IJR%2C+IJS%2C&amp;timePeriod=2&amp;tradingDays=60&amp;months=36'>Asset Correlations (portfoliovisualizer.com)</a><br/><br/>YouTube Video re Retirement Spending Calculator:  <a href='https://www.youtube.com/watch?v=r5iVMgFBqfk'>Tutorial #1: Portfolio Charts Retirement Spending Calculator - YouTube</a><br/><br/>YouTube Video re Monte Carlo Simulator:  <a href='https://www.youtube.com/watch?v=pqDvOI6agTA'>Tutorial #4: Portfolio Visualizer Monte Carlo Simulator -- Introduction - YouTube</a><br/><br/>Risk Parity Isn&apos;t What You Think It Is:  <a href='https://www.youtube.com/watch?v=zfaakroboWk'>Corey Hoffstein: Risk Parity Isn&apos;t What You Think It Is - YouTube</a></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>