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Frank Vasquez of Risk Parity Radio (The Financial Series) | #49 | Risk Parity Investing | podcast | superb diamond range
Manage episode 294845732 series 1237152
#49
Disclaimer:
We are not financial advisors. The content on this podcast and YouTube videos are for educational purposes only and merely cite our own personal opinions. In order to make the best financial decision that suits your own needs, you must conduct your own research and seek the advice of a licensed financial advisor if necessary. Know that all investments involve some form of risk and there is no guarantee that you will be successful in making, saving, or investing money; nor is there any guarantee that you won't experience any loss when investing. Always remember to make smart decisions and do your own research!
1. Firstly, Tell us a bit about yourself and what got you into risk parity in investing? 2. When i first started getting interested in investing I read Harry Browns fail safe investing. What is your opinion on the Permanent portfolio strategy? 3. For someone young who is saving investing and in the accumulation phase it's typical for them to be 100% in global equities (typically in the UK) at what stage is a good time to think or take some action about switching a portion into other types of assets? 4. I notice that through different time periods certain assets perform better than others making the right choices is vital would you agree? 5. Being a citizen and resident in the USA do you mainly invest in USA index's or do you have some international exposure? Can this be of any help to diversify further? 6. What are your thoughts on currency risk? This can be an issue for UK investors as our home currency is the British Pound. 7. I note from your website and podcast that you have a few different test portfolios which has performed the best so far and why? Which has performed the worst so far and why? 8. Do you believe there is a certain percentage of each asset class say 10% minimum to make it matter to the overall impact it has in your portfolio? 9. A big focus is on asset allocation which is obviously important but what are your thoughts on asset location to protect from tax? 10. Can a simple traditional Stocks and Bonds (2 fund) portfolio be enough or is it important to diversify into more asset classes especially these days? 11. Am I right in thinking that the first 10 years in the preservation stage are the riskiest so investing diversified can help you get through that stage? 12. What are you thoughts on Gold, Crypto Currency and preferred stocks? 13. Any final words of wisdom or rules a DIY investor should consider following?
Please check out Frank Vasquez's website & podcast:
53 episod
Manage episode 294845732 series 1237152
#49
Disclaimer:
We are not financial advisors. The content on this podcast and YouTube videos are for educational purposes only and merely cite our own personal opinions. In order to make the best financial decision that suits your own needs, you must conduct your own research and seek the advice of a licensed financial advisor if necessary. Know that all investments involve some form of risk and there is no guarantee that you will be successful in making, saving, or investing money; nor is there any guarantee that you won't experience any loss when investing. Always remember to make smart decisions and do your own research!
1. Firstly, Tell us a bit about yourself and what got you into risk parity in investing? 2. When i first started getting interested in investing I read Harry Browns fail safe investing. What is your opinion on the Permanent portfolio strategy? 3. For someone young who is saving investing and in the accumulation phase it's typical for them to be 100% in global equities (typically in the UK) at what stage is a good time to think or take some action about switching a portion into other types of assets? 4. I notice that through different time periods certain assets perform better than others making the right choices is vital would you agree? 5. Being a citizen and resident in the USA do you mainly invest in USA index's or do you have some international exposure? Can this be of any help to diversify further? 6. What are your thoughts on currency risk? This can be an issue for UK investors as our home currency is the British Pound. 7. I note from your website and podcast that you have a few different test portfolios which has performed the best so far and why? Which has performed the worst so far and why? 8. Do you believe there is a certain percentage of each asset class say 10% minimum to make it matter to the overall impact it has in your portfolio? 9. A big focus is on asset allocation which is obviously important but what are your thoughts on asset location to protect from tax? 10. Can a simple traditional Stocks and Bonds (2 fund) portfolio be enough or is it important to diversify into more asset classes especially these days? 11. Am I right in thinking that the first 10 years in the preservation stage are the riskiest so investing diversified can help you get through that stage? 12. What are you thoughts on Gold, Crypto Currency and preferred stocks? 13. Any final words of wisdom or rules a DIY investor should consider following?
Please check out Frank Vasquez's website & podcast:
53 episod
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