Episode 23: How To Analyze A Proposed Portfolio From A Macro-Perspective

<p>We analyze a portfolio recently proposed in a MarketWatch article that is intended to replace the standard 60/40 stock/bond retirement portfolio.<br/><br/>Links:<br/><br/>MarketWatch article:  https://www.marketwatch.com/articles/a-60-40-stocks-bond-strategy-no-longer-works-heres-what-to-do-instead-51601653163?mod=mw_latestnews<br/><br/>Portfolio Visualizer Comparison Analysis:  <a href='https://www.portfoliovisualizer.com/backtest-portfolio?s=y&amp;timePeriod=2&amp;startYear=1985&amp;firstMonth=1&amp;endYear=2021&amp;lastMonth=12&amp;calendarAligned=true&amp;includeYTD=true&amp;initialAmount=10000&amp;annualOperation=0&amp;annualAdjustment=0&amp;inflationAdjusted=true&amp;annualPercentage=0.0&amp;frequency=4&amp;rebalanceType=1&amp;absoluteDeviation=10.0&amp;relativeDeviation=0.0&amp;reinvestDividends=true&amp;showYield=true&amp;showFactors=false&amp;factorModel=3&amp;portfolioNames=true&amp;portfolioName1=Golden+Ratio&amp;portfolioName2=Marketwatch+Suggested&amp;portfolioName3=60%2F40&amp;symbol1=VIOV&amp;symbol2=VUG&amp;symbol3=SPLV&amp;symbol4=USMV&amp;symbol5=REET&amp;allocation5_1=0&amp;symbol6=TLT&amp;allocation6_1=26&amp;symbol7=GLD&amp;allocation7_1=16&amp;symbol8=VNQ&amp;allocation8_1=10&amp;allocation8_2=10&amp;symbol9=XLU&amp;allocation9_1=0&amp;allocation9_2=10&amp;symbol10=HYG&amp;allocation10_2=10&amp;symbol11=CWB&amp;allocation11_2=10&amp;symbol12=CASHX&amp;allocation12_1=6&amp;symbol13=VTI&amp;allocation13_1=42&amp;allocation13_2=40&amp;allocation13_3=60&amp;symbol14=BND&amp;allocation14_2=20&amp;allocation14_3=40&amp;allocation15_1=0'>Backtest Portfolio Asset Allocation (portfoliovisualizer.com)</a><br/><br/>Portfolio Visualizer Asset Correlation Analysis of the MarketWatch portfolio:   <a href='https://www.portfoliovisualizer.com/asset-correlations?s=y&amp;symbols=VTI%2C+BND%2C+XLU%2C+CWB%2C+VNQ%2C+HYG&amp;timePeriod=2&amp;tradingDays=60&amp;months=36'>Asset Correlations (portfoliovisualizer.com)</a><br/><br/></p>