
Episode 42: Comparing Merriman Portfolios With A Risk-Parity Alternative And Having A Look At Listener Brad's Portfolio
OwenJay👑
Description
<p>In this portfolio analysis bonanza episode we tweak the Paul Merriman Two Funds for Life and Merriman Ultimate Portfolios to improve them Risk-Parity style and have a look at a portfolio submitted by Brad, one of our listeners.<br/><br/>Links:<br/><br/>Earn & Invest Podcast featuring Paul Merriman and Rich Buck: https://paulmerriman.com/tag/rich-buck/<br/><br/>Merriman Two-Funds For Life Portfolio Explanation: https://paulmerriman.com/2-funds-for-life/<br/><br/>Merriman Ultimate TDF Portfolio: https://paulmerriman.com/the-ultimate-target-date-fund-portfolio/<br/><br/>Merriman Google Sheet re Portfolio Glidepaths: https://docs.google.com/spreadsheets/d/1oNtsaWWXexQj30_sxEGBI08kCnrdzVdWg3dITu3ZSc8/edit#gid=0<br/><br/>Portfolio Visualizer Analysis of Two Funds For Life at 65 vs. Risk Parity Alternative: https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&mode=1&timePeriod=4&startYear=1972&firstMonth=1&endYear=2020&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=5.0&relativeDeviation=25.0&portfolioNames=true&portfolioName1=Two+Funds+For+Life+at+65&portfolioName2=Risk+Parity+Alternative&portfolioName3=Portfolio+3&asset1=TotalStockMarket&allocation1_1=30&allocation1_2=30&asset2=IntlStockMarket&allocation2_1=20&allocation2_2=20&asset3=TotalBond&allocation3_1=30&asset4=GlobalBond&allocation4_1=10&asset5=TIPS&allocation5_1=10&asset6=LongTreasury&allocation6_2=30&asset7=Gold&allocation7_2=15&asset8=TreasuryBills&allocation8_2=5<br/><br/>Portfolio Visualizer Analysis of Ultimate Glidepath vs. Risk Parity Alternative: https://tinyurl.com/ycpfeazq<br/><br/>Portfolio Visualizer Analysis of Brad's Portfolio vs. Golden Butterfly: https://www.portfoliovisualizer.com/backtest-portfolio?s=y&am
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Episode 42: Comparing Merriman Portfolios With A Risk-Parity Alternative And Having A Look At Listener Brad's Portfolio
OwenJay👑