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Wednesday, June 11, 2025 | 35 minutes

In this episode we answer emails from Luc, Craig, Luke and Lucky.  We discuss updating the website, my recent roundtable on the Stacking Benjamins podcast, Achilles heels, and the inherent problems with not using proper forecas...

Saturday, June 7, 2025 | 38 minutes

In this episode we answer emails from I Have No Name, Deep and Joel.  We discuss the extraordinary generosity of our listeners and how it uplifts the workers in the FMC trenches, rebalancing in accumulation, tax considerations for an intermediate ...

Wednesday, June 4, 2025 | 33 minutes

In this episode we answer emails from Brent, Peter and Cy.  We discuss our Father McKenna Center Top-of-the-T-Shirt Matching Campaign (again), Peter's risk-parity style portfolio in retirement and what to do with new cash coming in, and Cy&ap...

Sunday, June 1, 2025 | 44 minutes

In this episode we answer emails from Anonymous, Tim, Mark and Luc.  We celebrate the overwhelming generosity of our listeners and discuss using risk parity style portfolios for intermediate savings, heavy metal, tax efficient portfolio management...

Wednesday, May 28, 2025 | 30 minutes

In this episode we answer emails from Katie, Sean, Glen, Anonymous and Kelly.  We discuss our matching campaign for the Father McKenna Center (rolled out in Episode 426), the BOXX ETF and the Rorschach test it presents, direct indexing, Risk Parit...

Sunday, May 25, 2025 | 35 minutes

In this episode we answer emails from Pete, Kevin and Dale.  We discuss Pete's "Berry Pie" portfolio experiments on the testfolio site, the ongoing debate about the size and value factors and why it doesn't matter that much for...

Wednesday, May 21, 2025 | 37 minutes

In this episode we answer emails from Andy, El Yama and Paulo.  We discuss a follow up to the question on margin accounts at Interactive Brokers in Episode 424, the use of SCHD fund as a large cap value fund in a risk parity style portfolio, the m...

Sunday, May 18, 2025 | 37 minutes

In this episode we answer emails from Yangon, The Value Stock Geek, and Graham.  We discuss the ins and outs of margin accounts at Interactive Brokers, some annoyances with gold ETFs and 1099s, and BTAL vs. treasury bonds.

Thursday, May 15, 2025 | 36 minutes

In this episode we answer emails from Dave, Jeff and Peter.  We discuss a new risk parity ETF, ALLW, a social security claiming question and considerations, and how a listener has been misled regarding so-called dividend investing by misinterpreti...

Sunday, May 11, 2025 | 28 minutes

In this episode we answer emails from Ed, Joe and Jack.  We discuss a commodities fund, BCI, some more cowbell, and Fidelity's share lending program.

Exploring Alternative Asset Allocations For DIY Investors
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Guiding Meta-Principles

"A foolish consistency is the hobgoblin of little minds, adored by little statesmen and philosophers and divines."

- Ralph Waldo Emerson

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