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Exploring Alternative Asset Allocations For DIY Investors

Episode 195: Comparing Cars And Brokerages, Analyzing Concentrated Funds, And More Cowbell!

Thursday, August 4, 2022 | 30 minutes

Show Notes

In this episode we answer emails from MyContactInfo (x2), William and Peter.   We discuss how brokerages and cars are alike, a correlation episode reference, analyzing a portfolio with Fidelity Select Funds in it (and other things) and transitions from VTSAX to some small cap cowbell and then to a Golden Ratio portfolio for retirement.

Links:

I'm Not Leaving Vanguard Article:  Why I’m Not Leaving Vanguard | ETF.com

60/40 Is Still Alive Article:  Like the phoenix, the 60/40 portfolio will rise again (vanguard.com)

Morningstar Fund Analysis Tool:  FSRPX – Portfolio – Fidelity® Select Retailing | Morningstar

Asset Correlation Analysis Of Will's Portfolio:  Asset Correlations (portfoliovisualizer.com)

ChooseFI Podcast Episode 194 About Bonds:  The Role Of Bonds In A Portfolio | Ep 194 | ChooseFI

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