
Episode 291: A Simple Portfolio, A Really Complicated Portfolio And House Hacking Went To Bar
OwenJay👑
Description
<p>In this episode we answer emails from Graham, Hydromod and Katie. We discuss a couple new funds from Avantis, AVGE and AVGV, and creating a portfolio with those and RSBT, Hydromod's Okay Adventure portfolio management techniques with a levered risk parity style portfolio, and Katie's questions about buying a house with her partner. And we make fun of our children, Squidward and Patrick.<br/><br/>Links:<br/><br/>Walk4McKenna: <a href='https://fathermckennacenter.org/walk4mckenna/'>Walk4McKenna - Father McKenna Center</a><br/><br/>AVGE Fund Review: <a href='https://www.optimizedportfolio.com/avge/'>AVGE ETF Review - Avantis All Equity Markets ETF (optimizedportfolio.com)</a><br/><br/>ADGV Fund Review: <a href='https://www.optimizedportfolio.com/avgv/'>AVGV ETF Review - Avantis All Equity Markets Value ETF (optimizedportfolio.com)</a><br/><br/>Hydromod Link #1: <a href='https://www.bogleheads.org/forum/viewtopic.php?f=10&t=272007#p4364001'>HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs] - Bogleheads.org</a><br/><br/>Hydromod Link #2: <a href='https://www.bogleheads.org/forum/viewtopic.php?t=284955'>Refinements to Hedgefundie's excellent approach - Bogleheads.org</a><br/><br/>Hydromod LInk #3: <a href='https://www.bogleheads.org/forum/viewtopic.php?t=400519'>Hydromod's Okay Adventure: Leverage, Momentum, and Risk Management - Bogleheads.org</a><br/><br/>Hydromod Portfolio Visualizer Link: <a href='https://www.portfoliovisualizer.com/tactical-asset-allocation-model?s=y&coreSatellite=false&timingModel=9&timePeriod=2&startYear=1985&firstMonth=1&endYear=2023&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=1000000&periodicAdjustment=2&adjustmentAmount=6000&inflationAdjusted=true&adjustmentPercentage=0.0&adjustmentFrequency=2&riskManagementStrategy=1&symbols=FIGTX+VUSTX+MAIIX+MASPX+VFINX+%5EGOLD&singleAbsoluteMomentum=false&volatilityTarget=9.0&downsideVo
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Episode 291: A Simple Portfolio, A Really Complicated Portfolio And House Hacking Went To Bar
OwenJay👑