Offline dengan aplikasi Player FM !
Episode 347: Levered Small Caps, Cash Management Issues, Comparing Bond Fund Durations And Portfolio Reviews As Of June 21, 2024
Manage episode 425105799 series 2926153
In this episode we answer emails from Steven, Kaleb and Reynolds. We discuss a levered small cap fund (SAA), short-term cash management and related ETFs, and how to compare and use bond funds of differing durations.
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
ETF Database -- Ultra Short Term Bond Funds: The Web's Best ETF Screener | ETF Database (etfdb.com)
Morningstar Article on BOXX: BOXX ETF Promises T-Bill Returns Without Taxable Income | Morningstar
Morningstar Analysis of IEF: IEF – Portfolio – iShares 7-10 Year Treasury Bond ETF | Morningstar
Kitces Re-balancing Article: Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)
350 episode
Manage episode 425105799 series 2926153
In this episode we answer emails from Steven, Kaleb and Reynolds. We discuss a levered small cap fund (SAA), short-term cash management and related ETFs, and how to compare and use bond funds of differing durations.
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
ETF Database -- Ultra Short Term Bond Funds: The Web's Best ETF Screener | ETF Database (etfdb.com)
Morningstar Article on BOXX: BOXX ETF Promises T-Bill Returns Without Taxable Income | Morningstar
Morningstar Analysis of IEF: IEF – Portfolio – iShares 7-10 Year Treasury Bond ETF | Morningstar
Kitces Re-balancing Article: Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)
350 episode
Semua episode
×Selamat datang di Player FM!
Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.