Honored to be asked by Samuel over at Picture Perfect Portfolios to contribute to his "How I Invest? series. Posting it here, to give you a little sense of the backstory behind Risk Parity Chronicles. Thanks, Sam, for the invitation!
Clear, succinct and authoritative summary of relevant research on behavioral finance and how the principles can be seen among real-world investors. Chapter Seven, about mental accounting and portfolio construction, is a goldmine of insights for RP investors.
Risk Parity Basics series: All about withdrawal rates: what they are, the difference between Safe and Perpetual, and why they matter, especially for RP. In the embedded video, I'll show you how to find them using Portfolio Charts.
Couple of things, none deserving of a full post, so I’ll just smash them together: 1) Changes to RPC Income portfolio, now with Utilities, 2) update on inflation and withdrawals, and 3) When Does the Leaderboard Change?
And now, the end is near, REITs will face their final curtain: Should they be included as an asset class in a RP portfolio? Are they even an asset class at all? What might work better for making profitable and resilient portfolios?