Capital Efficient (CE) funds offer a whole new realm of possibilities for DIY investors, with a little catch: you have to account for the leverage intrinsic to them. How can we track them in a portfolio? A how-to, complete with spreadsheet and video explainer!
One of my main goals with my reboot of RPC last month was to provide more resources and more tips to help novice DIY investors up their skill level. Here, then, is a super easy-to-use Portfolio Tracker, complete with a narrated screencast showing you how it works and how you can personalize it!
Mailbag Q&A on Risk Parity Radio episode 242 from friend of the blog Alexi inadvertently presents me with a challenge: produce a simple guide to using the Fund Factor Regression tool on our beloved Portfolio Visualizer. Challenge accepted!… Here’s my 14 minute explainer.
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.
“Sharpe Ratio” is used often on this blog, but not all readers may be familiar with what it is, what it can tell you, and its limitations. So, a Risk Parity Basics post to make sure everyone is on board. In short: it’s a measure of risk-adjusted return that we use to compare assets and portfolios.