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Episode 309: Shifting Allocation Strategies, Preferred Shares, Correlation Issues And Principles -- And High Jinks!

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Innhold levert av Frank Vasquez. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Frank Vasquez eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode we answer emails from Slippery Steve, Keith, Brian, and Kyle. We discuss a momentum allocation strategy called "the 12% Solution" and complex allocation strategies in general, preferred shares and preferred shares funds, notions about correlations from Rick Ferri's All About Asset Allocation book (pub. 2005 and 2010), putting the Simplicity Principle in it's proper context (not the first priority), and a fun listener-provided sound clip.
Link:
Father McKenna Center Donation Page: Donate - Father McKenna Center
Duke Research Paper re Stock Market and Treasury Bond Correlations: delivery.php (ssrn.com)
Morningstar Analysis of PFFD: PFFD – Portfolio – Global X US Preferred ETF | Morningstar
Morningstar Analysis of JNK: JNK – Portfolio – SPDR® Blmbg High Yield Bd ETF | Morningstar
All About Asset Allocation (2010): All About Asset Allocation, Second Edition: Ferri, Richard A. A.: 9780071700788: Amazon.com: Books
Kyle's Rodney Dangerfield Clip: Then, Sell Sell Sell - Caddyshack (youtube.com)

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342 episoder

Artwork
iconDel
 
Manage episode 392764833 series 2926153
Innhold levert av Frank Vasquez. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Frank Vasquez eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode we answer emails from Slippery Steve, Keith, Brian, and Kyle. We discuss a momentum allocation strategy called "the 12% Solution" and complex allocation strategies in general, preferred shares and preferred shares funds, notions about correlations from Rick Ferri's All About Asset Allocation book (pub. 2005 and 2010), putting the Simplicity Principle in it's proper context (not the first priority), and a fun listener-provided sound clip.
Link:
Father McKenna Center Donation Page: Donate - Father McKenna Center
Duke Research Paper re Stock Market and Treasury Bond Correlations: delivery.php (ssrn.com)
Morningstar Analysis of PFFD: PFFD – Portfolio – Global X US Preferred ETF | Morningstar
Morningstar Analysis of JNK: JNK – Portfolio – SPDR® Blmbg High Yield Bd ETF | Morningstar
All About Asset Allocation (2010): All About Asset Allocation, Second Edition: Ferri, Richard A. A.: 9780071700788: Amazon.com: Books
Kyle's Rodney Dangerfield Clip: Then, Sell Sell Sell - Caddyshack (youtube.com)

Support the Show.

  continue reading

342 episoder

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