Episode 367: A Mini-Rant About Covered Call Funds (Again), The Future Of Levered Portfolios And Principles Of Using Historical Data

In this episode we answer emails from Mark, Jon and Richard. We discuss the perils of income investing, covered call funds and SPYI, one potential future of DYI investing using levered and unlevered risk-parity style portfolios, and the use and misuse of historical data in various analyses with a reference to a blog post from Cliff Asness. Links: Video re SPYI: SPYI Squeezes 12% Yield from the S&P 500 (SPYI ETF) (youtube.com) Portfolio Visualizer Litmus Test of SPYI: ...

Om Podcasten

Risk Parity Radio is a podcast about investing located at www.riskparityradio.com.  RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, managed futures, and other easily accessible fund options for the DIY investor.  The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.