Episode 380: Missing Links, Efficient Transitioning In Taxable Accounts And Incorporating Global Exposures

Risk Parity Radio

In this episode we answer emails from Melissa, Neil, Mark and Mike. We discuss a missing link from Episode 7 and a substitute for it, the podcast distribution, moving from an accumulation portfolio in a taxable account to a retirement portfolio efficiently, and considerations when incorporating international (non-U.S.) funds.
Links:
Three Ingredients Article: Three Secret Ingredients of the Most Efficient Portfolios – Portfolio Charts
Merriman ETF Recommendations: Best-in-Class ETF Recommendations | Merriman Financial Education Foundation
Amusing Unedited AI-Bot Summary:
Unlock the secrets of do-it-yourself investing with Risk Parity Radio, where listener queries drive our exploration of effective financial strategies. Ever wondered how to craft a risk parity portfolio as you approach retirement? We tackle this and more, including navigating the world of taxable accounts, minimizing taxes, and managing significant expenses like a house down payment. Melissa's email about a broken Ray Dalio link becomes an opportunity to explore alternative resources, while Mark's playback issues on Apple Podcasts spark our gratitude for community feedback. You'll also discover the nuances of transitioning to a risk parity portfolio without opening new accounts, and the surprising overlaps between VTI and VUG.
Ready to rethink international diversification? While some portfolios skip international funds, they still provide global exposure through assets like global value-tilted funds and Chinese A shares. We discuss why this approach might suffice, as international funds often mirror US stocks, especially in large caps. Instead, our focus shifts to balancing value, growth, and size using small-cap value funds from Avantis or DFA. With flexible templates and key diversification metrics, you'll learn to construct a robust portfolio without getting lost in geographic diversifications. Tune in, and reshape your investing toolkit with practical insights and empowering strategies.

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Bölümler

1. Episode 380: Missing Links, Efficient Transitioning In Taxable Accounts And Incorporating Global Exposures (00:00:00)

2. Risk Parity Radio (00:00:01)

3. Portfolio Transition and Distribution Strategies (00:06:07)

4. International Diversification in Investment Portfolios (00:16:41)