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Basics Series: What is Risk Parity?

Series: What is Risk Parity?

Resources Series: Top 10 Resources on Risk Parity

Series: Top 10 Resources on Risk Parity

Test Portfolios Series: The Test Portfolios

Series: The Test Portfolios

Questions Risk Parity FAQs

Risk Parity FAQs

REIT Alternatives #4: Semi-direct Real Estate

Aug 15, 2022 10 min read Real EstateREITsGroundfloorFundriseRPC Investigates
We’ve covered alternatives to REITs funds: dropping them, subbing in SC Value or Utilities ETFs, and choosing individual REITs instead. But what if we think outside of equities to replace REITs? A new generation of fin-tech intermediaries show some promise. How might these work in a RP portfolio?
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By: Justin

REIT Fund Alternatives #3: Investing in individual REITs

Aug 11, 2022 6 min read REITsReal EstateVNQ
Maybe I have been approaching REITs wrong - maybe it’s the packaging that is the problem, not the REITs themselves. In this test, I took an unusual approach (for me) - chose ten individual REITs to see how they might compare. Good news: better than VNQ. But there’s a catch…
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By: Justin

Thoughts on Picture Perfect's 10 Improvements to a RP Portfolio

Aug 8, 2022 9 min read Discussions
Nomadic Samuel, writing over at Picture Perfect Portfolios, recently advocated for ten ways to improve RP portfolios. It's a great piece with sound advice, and I thought it might be nice to offer my thoughts and perspectives in response. Discussions on RP are how we push things ahead!
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By: Justin

REIT Alternatives #2: The Sector ETF You Might Not Already Have

Aug 4, 2022 5 min read REITsReal EstateRPC IncomeUtilitiesXLU/VPU
In the last installment, we looked at replacing REITs with other common asset classes, but what if we stretch a little farther? Utilities ETFs offer promise at doing all the things people say they want REIT ETFs to do…but better. Again, check out the backtests!
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By: Justin

REIT Alternatives #1: The Other Equities You (May) Already Have

Aug 1, 2022 4 min read Real EstateREITsRPC Income
The case behind having REITs as a distinct asset class in a Risk Parity portfolio is not looking too good so far. But what should one do instead? Here is a look at increasing allocations in other types of equities instead of allocating to REITs. Complete with backtests!
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By: Justin
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