Now that we covered the basics of blended capital efficient funds, how can we use them in a portfolio? Here is another “Risk Parity Basics” post - this time showing NTSX and GDE, two great examples of the strategy, in action.
These are certainly exciting times to be an individual investor! One revelation lately has been the new wave of blended Capital Efficient ETFs, but after mentioning that term to a friend, I realized they haven’t gotten the publicity they deserve. So, here’s a RP Basics post to shed some light.
Wonderful analogy of stores selling skis in the winter and bikes in the summer to explain the basics of diversification as the bedrock principle of effective portfolio construction. A must-understand concept for Risk Parity, cleverly and effectively presented.
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.
First post in the series on Treasury Inflation-Protected Securities (TIPS) is this "basics" article to make sure we're all on the same page. I’ve curated some good video explainers then added some Risk Parity-specific thoughts on TIPS at the end.