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?
Quick piece updating how various RP products are performing over the past two years and the rising interest rate environment. Some helpful commentary at the end wondering how RP if rising rates continue.
RP portfolios are all about having multiple, dissimilar asset classes to create a portfolio that can weather any economic environment. The environment now is all about inflation. This got me thinking… how are the supposed inflation hedges faring?