Query Day

Talking Real Money - Investing Talk

Don McDonald에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Don McDonald 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

7d ago 21:12

MP3•에피소드 홈

Don fields listener questions from Asheville in this Friday Q&A edition. Topics include calculating investment returns with XIRR versus simple time-weighted methods, rebalancing U.S. vs. international allocations in a Vanguard portfolio, whether children can have multiple custodial accounts (and why 529s may be better), AVGE versus VT and why factor tilts matter long-term, and a skeptical look at Frank Vasquez’s Risk Parity Radio strategy that leans on commodities and “golden ratio” portfolio construction.

1:03 How to calculate investment returns (XIRR vs. time-weighted)

4:19 Portfolio allocation: VTI + VT + BND vs. simpler mix

7:10 Custodial UTMA accounts vs. 529s

9:24 AVGE vs. VT: expense ratios, factor tilts, long-term logic

15:06 Frank Vasquez and Risk Parity Radio critique

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1810 에피소드