Episode 492: An Expat Risk Parity Style Portfolio, Intermediate Accumulation For A Mortgage, And Assorted Asset Allocation Questions
Episode S6 · Ep 492 44 min 17s

Episode 492: An Expat Risk Parity Style Portfolio, Intermediate Accumulation For A Mortgage, And Assorted Asset Allocation Questions

In this episode we answer emails from TJ, John and Optimus Bill. We discuss TJ's modified Golden Ratio portfolio and backtests, maximizing withdrawals with flexibility, ZROZ vs. TLT simulated leverage, gambling problems, intermediate accumulation to pay down a mortgage, and assorted allocations questions about mid-caps and other funds. We also talk about our Fairfax CASA fundraiser in our Queen Mary segment and a recent Catching Up to FI presentation at the end. Links: Links: Fairfax...

Community discussion