Episode 370: Jamming In Joe's Garage With Simba's Backtester And SVOL And Portfolio Reviews As Of October 11, 2024

Risk Parity Radio

In this episode we answer emails from Jimmy, Dave and Richard. We discuss the joys of Joe's Garage, the Bogleheads Simba spreadsheet and Lazy Portfolios and a revisit of the ETF SVOL.
And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
Simba's Spreadsheet (Article And Link): Simba's backtesting spreadsheet - Bogleheads
SVOL Webpage: SVOL Simplify Volatility Premium ETF | Simplify
Richard's SVOL vs. Equity ETFs Analysis: testfol.io/analysis?d=eJxdikEKwjAQRa8S%2FjoL68JFruEBwtCkMu04kUmaIuLdDbgR3%2B7x3guN5y1bRYC79iKuPp5ur%2FfuqO8dHrWRtZio5bEMz5p%2B7Fs7CcJ0GnhQWiPrItS4KMJCUrOHFRHWWzxYUzkQLuOci1n8D9P5%2FQF55jJ4
Richard's SVOL Portfolio Analysis: https://tinyurl.com/bddjy2k4
Eric Balchunas Interview: Eric Balchunas on The Hidden Gems of the ETF World You Need to Know! (youtube.com)
Amusing Unedited AI-bot Summary:
Imagine a finance podcast that's as entertaining as a night out at your favorite dive bar. I'm Frank Vasquez, and on this playful yet insightful episode of Risk Parity Radio, we hit a milestone of 750,000 downloads, a delightful gift for my 60th birthday. Join me as I reminisce about the impact of Frank Zappa's "Joe's Garage" on my youth and answer listener emails, including a deep dive into Simba's Backtesting Spreadsheet. We ponder the Bogleheads' seemingly timeless investment models and their reluctance to embrace change.
Turning our focus to innovative ETF strategies, we dissect the SVOL ETF, an inverse VIX fund with the potential to spice up your portfolio. Despite its lack of historical data and the risk of significant distributions in taxable accounts, this ETF might just find its rightful place in your retirement portfolio. We examine the broader trend of creative ETFs, thanks to recent SEC rule changes, and weigh the psychological appeal against the need for financial prudence. Curiosity piqued, we also explore SVOL's correlation with growth or value stocks.
Rounding out the episode, we analyze weekly portfolio performances with strategies like the All Seasons, Golden Butterfly, and Risk Parity Ultimate. I update you on specific portfolio allocations and performances, highlighting the beauty of consistent returns, even if they might seem uneventful. Engage with us through questions or comments, subscribe, and leave a review. As we wrap up, enjoy a humorous tale that weaves together music, relationships, and personal growth, leaving you informed and entertained. Remember, this episode offers insights for entertainment and informational purposes, so consult your personal advisor for tailored financial advice.

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1. Episode 370: Jamming In Joe's Garage With Simba's Backtester And SVOL And Portfolio Reviews As Of October 11, 2024 (00:00:00)

2. DIY Investing With Risk Parity Radio (00:00:01)

3. Analyzing Novel ETF Investment Strategies (00:12:58)

4. Weekly Portfolio Performance Analysis (00:19:48)

5. Portfolio Allocation and Investment Strategy (00:24:43)