Two emails from readers prompt a query: can using 2X Leveraged Gold ETFs improve a portfolio? If so, what to use in the created space? I get behind the wheel to backtest some possibilities. 1st take: 2X Leveraged Gold holds promise; 2nd take: Managed Futures are perhaps the best complement.
Made a video addressing a popular concern about financial advisors: when they’re needed, what types there are, how to find a good one, etc. Made a very long video to answer (sorry - but there was so much to say!). To offer penance, I’ve kept the post brief: mostly just helpful links.
Starting off the new year with a few updates to clean up some loose ends. First off, new rebalancing rules - 20% relative threshold rebalancing now for all portfolios. Then, a look at my two asset changes last year: VPU supplementing VNQ and USMV taking some from PFF.
This eighth and final part wraps up my thoughts on the role of TIPS in a Risk Parity portfolio. What did I learn about the asset class? A lot, and here are eight summary observations. Next question: Will I be changing my investing strategy in response? Hmmm…
That light at the end for the tunnel I wondered about in November is now making choo-choo noises. December was reminiscent of the summer, as most assets slid. RPC Stability still in first but RP portfolios with leverage are struggling.
