Episode 215: Heavy Metal, ESG, Growth & Value Funds And The Infernal JEPI

<p>In this episode we return from vacation ready to rumble and answer emails from Peter, David, MyContactInfo (x2) and Mark.   We appreciate our listeners and then annoy them (I&apos;ve got an angle), talk about ESG investing and why you want to have both growth and value funds and talk about buy-write funds in general and JEPI in particular.<br/><br/>Links:<br/><br/>Risk Parity Chronicles Resources:  <a href='https://www.riskparitychronicles.com/tag/resources/'>Resources - Risk Parity Chronicles</a><br/><br/>ESG Article One:  <a href='https://humbledollar.com/2022/09/shades-of-green/'>Shades of Green - HumbleDollar</a><br/><br/>ESG Article Two:  <a href='https://aswathdamodaran.blogspot.com/2022/03/esgs-russia-test-moment-to-shine-or.html?m=1'>Musings on Markets: ESG&apos;s Russia Test: Trial by Fire or Crash and Burn? (aswathdamodaran.blogspot.com)</a><br/><br/>Backtest of 50/50 Value/Growth vs. Total Market:  <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=2022&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;leverageType=0&amp;leverageRatio=0.0&amp;debtAmount=0&amp;debtInterest=0.0&amp;maintenanceMargin=25.0&amp;leveragedBenchmark=false&amp;portfolioNames=false&amp;portfolioName1=Portfolio+1&amp;portfolioName2=Portfolio+2&amp;portfolioName3=Portfolio+3&amp;asset1=TotalStockMarket&amp;allocation1_1=100&amp;asset2=LargeCapGrowth&amp;allocation2_2=50&amp;asset3=SmallCapValue&amp;allocation3_2=50'>Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)</a><br/><br/>Asset Correlation Matric for JEPI:  <a href='https://www.portfoliovisualizer.com/asset-correlations?s=y&amp;symbols=JEPI%2C+PFF%2C+VIXM%2C+USMV&amp;timePeriod=2&amp;tradingDays=60&amp;months=36'>Asset Correlat