Episode 538: Analyzing A Listener Portfolio, Helping Family Invest, Leverage, U.K. LCG And SCV Funds, And A Little Managed Futures
In this episode we answer emails from David, Olavo, and Nick. We discuss evaluating a sample portfolio and transitioning, helping parents and other relatives with their situations and milk-shake drinkers, being careful with leverage, large cap growth and small cap value funds for U.K. listeners and adding a 5% allocation of managed futures to a mix. Links: Afford Anything Risk Parity Portfolio Blueprint: Afford Anything frank-vasquez-risk-parity-portfolio-BluePrint.pdf - Google D...
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