Episode 293: Property & Casualty Investing, RPC, Brokerage Thoughts and Assorted Advanced Portfolio Constructions

<p>In this episode we answer emails from Brown, Justin, MyContactInfo and an Anonymous Trending Value Investor.  We discuss investing in baskets of property &amp; casualty insurance companies for effective diversification, what&apos;s happening at Risk Parity Chronicles, general thoughts about brokerages for DIY investors and an assortment of leveraged momentum-based strategies.<br/><br/>Links:  <br/><br/>Walk4McKenna:  <a href='https://fathermckennacenter.org/walk4mckenna/'>Walk4McKenna - Father McKenna Center</a> <br/><br/>KBWP Portfolio:  <a href='https://www.morningstar.com/etfs/xnas/kbwp/portfolio'>KBWP – Portfolio – Invesco KBW Property &amp; Casualty Ins ETF | Morningstar</a><br/><br/>Portfolio Visualizer of KBWP vs. Direct Indexes:  https://tinyurl.com/4sfh3s49<br/><br/>Risk Parity Chronicles:  <a href='https://www.riskparitychronicles.com/'>Risk Parity Chronicles</a><br/><br/>AVGV Article:  <a href='https://www.optimizedportfolio.com/avgv/'>AVGV ETF Review - Avantis All Equity Markets Value ETF (optimizedportfolio.com)</a><br/><br/>Swedroe Article on Diversification:  <a href='https://www.evidenceinvestor.com/how-to-think-differently-about-diversification/'>How to think differently about diversification | TEBI (evidenceinvestor.com)</a><br/><br/>Anonymous Factor Regression Analysis:  https://tinyurl.com/2vymptuz<br/><br/>Anonymous Portfolio Analysis:  https://tinyurl.com/yzcwazdy<br/><br/>Trending Value Blog Post:  <a href='https://pictureperfectportfolios.com/factor-equities-vs-diversification-reigns-supreme/'>100% Factor Focused Equities vs Diversification Reigns Supreme (pictureperfectportfolios.com)</a><br/><br/></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>