Fundamentals of Risk-Parity Style Investing
The fundamentals of risk-parity style investing are covered in:
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Episode 1 (Introduction);
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Episodes 3 and 5 (History and Development of Risk Parity);
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Episode 7 (Our Three Principles -- (1) the Holy Grail Principle; (2) the Macro-Allocation Principle; and (3) the Simplicity Principle); and
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Episode 9 (Choosing Investments Using A Process)
Specific Investment Analysis
Here is a list of the episodes in which we analyzed specific investments:
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Artwork: Episode 33
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Bitcoin: Episode 29
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Bonds Generally and TLT: Episodes 14, 16, 64 and 69
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BTAL (AGFiQ US Market Neutral Anti-Beta Fund ETF) Episode 114
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COM (Direxion Auspice Broad Commodity Strategy ETF): Episode 99
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CROC ( ProShares Ultrashort Australian Dollar): Episode 146
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DBMF (Managed Futures Fund): Episodes 55 and 57
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DRSK (Aptus Defined Risk ETF): Episode 46
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Gold: Episodes 12, 40 and 83 (taxes)
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I-Bonds: Episode 93
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IVOL (Quadratic Interest Rate Volatility and Inflation Hedge ETF): Episodes 70 & 72
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NTSX (Leveraged 90/60 U.S. Balanced Fund): Episodes 59 and 61
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Peer-to-Peer Lending: Episode 35
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PFF (Preferred Stock Fund): Episode 9
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QREARX (TIAA Real Estate Account): Episode 81
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QYLD (Global X Nasdaq 100 Covered Call Fund): Episodes 89 and 154
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RISR (FolioBeyond Rising Rate Fund): Episode 197
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RPAR (Risk Parity Fund): Episode 31
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RRH (Advocate Rising Rate Hedge ETF): Episode 237
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REITs: Episodes 19 and 21
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SWAN (Amplify "Black Swan" ETF): Episode 118
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Sector Funds: Episode 25 (Generally); Episode 195 (Fidelity Selects); Episode 197 (Defense Stocks -- ITA)
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SPLB (Long-Term Corporate Bond Fund): Episodes 75 and 78
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UPRO (ProShares UlraPro S&P500: Episode 152
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Utility Funds (like VPU and XLU): Episode 27