Episode 279: Reviewing Pete's Portfolio, Savaging Buffered Funds And Other Malfeasance

<p>In this episode we open up Season Four by answering emails from Pete, Arnold and Igor.  We discuss Pete&apos;s slightly levered Golden Ratio type portfolio, TJUL and buffered funds generally and a Portfolio Visualizer anomaly.   It&apos;s Shplendid!<br/><br/>Links:<br/><br/>Optimized Portfolio Article re UPRO and other leveraged ETFs:  <a href='https://www.optimizedportfolio.com/best-leveraged-etfs/'>The 9 Best Leveraged ETFs To Enhance Portfolio Exposure (2023) (optimizedportfolio.com)</a><br/><br/>EDV and ZROX Comparison:  <a href='https://www.etf.com/etfanalytics/etf-comparison/ZROZ-vs-EDV'>ZROZ vs. EDV ETF Comparison Analysis | etf.com</a><br/><br/>Perfect Portfolio Book:  <a href='https://www.goodreads.com/book/show/55836301-in-pursuit-of-the-perfect-portfolio'>In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest by Andrew W. Lo | Goodreads</a><br/><br/>Barry Ritholtz Article re TJUL:  <a href='https://ritholtz.com/2023/07/100-upside/'>My New ETF: 100% of Upside + 0% of Downside - The Big Picture (ritholtz.com)</a><br/><br/></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>