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Episode 401: Generous Times, More Cowbell, Choosing Appropriate Retirement Role Models, Short Term Bonds, And Portfolio Reviews As Of February 7, 2025

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Manage episode 465751759 series 2926153
Content provided by Frank Vasquez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Vasquez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode we answer emails from Richard, Robert and Jacob. We discuss Richard's generosity and excellent example as a role model, an ill-conceived and biased critique of small cap value allocations, why you probably should not use popular personal finance gurus as retirement role models due to their workaholism and hoarding behaviors, and why having too much cash or very short term bonds in a portfolio is not a good idea.
And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
Father McKenna Center Donation Page: Donate - Father McKenna Center
ERN Small Cap Value Article of 2 December 2024: Small-Cap Value Stocks: Diversification or Di-WORSE-fication? - Early Retirement Now
First Merriman Response to SCV Article: The True Story About Small Cap Value
Supplemental Merriman Responses To SCV Article: Why should small cap value make higher returns?
Testfolio Comparison Of IWN vs. IJS vs. VISVX vs. DFSVX vs VFINX Since July 2000: https://testfol.io/analysis?s=gkqbgk7mzka
Shannon's Demon Article Re Math Of Diversification: Unexpected Returns: Shannon's Demon & the Rebalancing Bonus – Portfolio Charts
ERN Safe Withdrawal Rate Post of 15 April 2016: Pros and cons of different withdrawal rate rules - Early Retirement Now
Michael Batnick Article re Shifting In CAPE Ratio: Stocks Are More Expensive Than They Used to Be
Rick Ferri Interview: Show Us Your Portfolio: Rick Ferri | Why a Simple Approach Beats 90% of the Pros
Core 4 Portfolios: Process – Core-4
Rob Berger Interview (with transcript): Bogleheads on Investing with Rob Berger – Episode 48 - The John C. Bogle Center for Financial Literacy
Interview of Michael Kitces Re Problems With TIPS Ladders: Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning | Morningstar
Support the show

  continue reading

Chapters

1. Episode 401: Generous Times, More Cowbell, Choosing Appropriate Retirement Role Models, Short Term Bonds, And Portfolio Reviews As Of February 7, 2025 (00:00:00)

2. Investment Strategies and Diversification Analysis (00:00:01)

3. Flawed Analysis of Small Cap Value (00:10:10)

4. Retirement Strategies and Role Models (00:28:21)

5. Complexity and Hoarding in Financial Planning (00:42:26)

6. Cash Equivalents in Portfolio Allocation (00:50:13)

7. Engaging With Risk Parity Radio (01:01:01)

457 episodes

Artwork
iconShare
 
Manage episode 465751759 series 2926153
Content provided by Frank Vasquez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Vasquez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode we answer emails from Richard, Robert and Jacob. We discuss Richard's generosity and excellent example as a role model, an ill-conceived and biased critique of small cap value allocations, why you probably should not use popular personal finance gurus as retirement role models due to their workaholism and hoarding behaviors, and why having too much cash or very short term bonds in a portfolio is not a good idea.
And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
Father McKenna Center Donation Page: Donate - Father McKenna Center
ERN Small Cap Value Article of 2 December 2024: Small-Cap Value Stocks: Diversification or Di-WORSE-fication? - Early Retirement Now
First Merriman Response to SCV Article: The True Story About Small Cap Value
Supplemental Merriman Responses To SCV Article: Why should small cap value make higher returns?
Testfolio Comparison Of IWN vs. IJS vs. VISVX vs. DFSVX vs VFINX Since July 2000: https://testfol.io/analysis?s=gkqbgk7mzka
Shannon's Demon Article Re Math Of Diversification: Unexpected Returns: Shannon's Demon & the Rebalancing Bonus – Portfolio Charts
ERN Safe Withdrawal Rate Post of 15 April 2016: Pros and cons of different withdrawal rate rules - Early Retirement Now
Michael Batnick Article re Shifting In CAPE Ratio: Stocks Are More Expensive Than They Used to Be
Rick Ferri Interview: Show Us Your Portfolio: Rick Ferri | Why a Simple Approach Beats 90% of the Pros
Core 4 Portfolios: Process – Core-4
Rob Berger Interview (with transcript): Bogleheads on Investing with Rob Berger – Episode 48 - The John C. Bogle Center for Financial Literacy
Interview of Michael Kitces Re Problems With TIPS Ladders: Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning | Morningstar
Support the show

  continue reading

Chapters

1. Episode 401: Generous Times, More Cowbell, Choosing Appropriate Retirement Role Models, Short Term Bonds, And Portfolio Reviews As Of February 7, 2025 (00:00:00)

2. Investment Strategies and Diversification Analysis (00:00:01)

3. Flawed Analysis of Small Cap Value (00:10:10)

4. Retirement Strategies and Role Models (00:28:21)

5. Complexity and Hoarding in Financial Planning (00:42:26)

6. Cash Equivalents in Portfolio Allocation (00:50:13)

7. Engaging With Risk Parity Radio (01:01:01)

457 episodes

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