In this episode we answer emails from Phil and Chris. We discuss moving from target date funds to low-cost index funds, why equity diversification needs a value tilt, how managed futures replication mimics an index fund in that asset class, options collars versus simply holding less equity, momentum models trade-offs and regime risk, long Treasuries compared with STRIPS for rate sensitivity, why TIPS don’t hedge portfolio-level inflation and practical ways to fight portfolio-level infla...
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In this episode we answer emails from Phil and Chris. We discuss moving from target date funds to low-cost index funds, why equity diversification needs a value tilt, how managed futures replication mimics an index fund in that asset class, options collars versus simply holding less equity, momentum models trade-offs and regime risk, long Treasuries compared with STRIPS for rate sensitivity, why TIPS don’t hedge portfolio-level inflation and practical ways to fight portfolio-level infla...
Episode 463: Pros And Cons of Leverage, Tax Buckets, Small Cap Value And Retirement Spending Frameworks
Risk Parity Radio
36 minutes
2 weeks ago
Episode 463: Pros And Cons of Leverage, Tax Buckets, Small Cap Value And Retirement Spending Frameworks
In this episode we answer emails from Roman, Andrew and Iain. We discuss the plusses and minuses of leverage, volatility drag, and how leverage interacts with diversification and withdrawals, general observation on tax optimization via account buckets, small cap value index funds and Avantis/DFA merits, and modelling annuities versus mandatory versus discretionary spending in retirement. LInks: Father McKenna Center Donation Page: Donate - Father McKenna Center Ben Felix Leverag...
Risk Parity Radio
In this episode we answer emails from Phil and Chris. We discuss moving from target date funds to low-cost index funds, why equity diversification needs a value tilt, how managed futures replication mimics an index fund in that asset class, options collars versus simply holding less equity, momentum models trade-offs and regime risk, long Treasuries compared with STRIPS for rate sensitivity, why TIPS don’t hedge portfolio-level inflation and practical ways to fight portfolio-level infla...
