ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
  • Register
  • Login
Forums
ITA Forums
Portfolio Managemen...
Risk Parity Portfol...
 
Notifications
Clear all

Risk Parity Portfolio

 
Portfolio Management
Last Post by Anonymous 6 years ago
5 Posts
2 Users
0 Reactions
1,245 Views
RSS
Forum 1
 Albert Mak
(@a-mak)
Active Member
Joined: 13 years ago
Posts: 8
Topic starter July 20, 2020 1:58 PM  

Hi All,

I recently came across the risk parity portfolio management style. This sounds pretty similar to the asset allocation approach at itawealth. Especially when wrapped in an ETF format like RPAR, it seems to have the tax efficiency applicable to taxable accounts. The performance YTD is pretty respectable, seem to be reasonable resistant for this market downturn.

Here are some information on this investment approach.

https://seekingalpha.com/article/4359436-rpar-this-ray-dalio-inspired-risk-parity-etf-is-on-fire-podcast-transcript

https://seekingalpha.com/article/4358464-rpar-this-ray-dalio-inspired-risk-parity-etf-is-on-fire-podcast

https://en.wikipedia.org/wiki/Risk_parity#:~:text=Risk%20parity%20is%20a%20conceptual,the%20portfolio%20(see%20illustration).

I want to hear others what others thought about this ETF/style of investment for a pre-retirement, hands off type taxable account.

Thanks!

-Albert



   
Quote
Forum 2
 Anonymous
(@Anonymous)
Joined: 1 second ago
Posts: 0
July 23, 2020 2:22 PM  

Albert,

Thank you for this information.  I don't know how I missed your post, but I did.  I'll be looking into this.

Lowell

 



   
ReplyQuote
Forum 2
 Anonymous
(@Anonymous)
Joined: 1 second ago
Posts: 0
July 23, 2020 2:29 PM  

Albert,

This looks to be a portfolio that is approximately 80% in bonds, gold, and treasuries and 20% in equities.

Lowell



   
ReplyQuote
Forum 2
 Anonymous
(@Anonymous)
Joined: 1 second ago
Posts: 0
July 23, 2020 2:39 PM  

Albert,

I assume you have read this ITA article on Risk Parity.

https://itawealth.com/risk-parity-brief-explanation-risky-6040-portfolio-really/

This article explains why a 60/40 stock/bond portfolio is quite risky.

Lowell



   
ReplyQuote
Forum 2
 Anonymous
(@Anonymous)
Joined: 1 second ago
Posts: 0
July 23, 2020 4:53 PM  

Albert,

A less expensive option is to invest 20% in VTI and 80% in TLT.

Lowell



   
ReplyQuote

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  

Currently viewing this topic 1 guest.

Search Blog

Recent Posts

  • Kepler Portfolio Review: 8 October 2026
  • Pauling Portfolio Update: 6 October 2026
  • Darwin Portfolio Review: 2 October, 2026
  • Carson Sector BPI Portfolio Update: 5 October 2026
  • Schrodinger Portfolio Update: 2 October 2026
Share:
Forum Information
Mark all read
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 685 Topics
  • 857 Posts
  • 13 Online
  • 292 Members
Our newest member: Bob
Latest Post: Access to Dirac Post
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

 Powered by wpForo version 3.2.2

(Visited 74,848 times, 6,706 visits today)

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Kepler Portfolio Review: 8 October 2026 October 8, 2026
  • Pauling Portfolio Update: 6 October 2026 October 6, 2026
  • Darwin Portfolio Review: 2 October, 2026 October 5, 2026
  • Carson Sector BPI Portfolio Update: 5 October 2026 October 5, 2026
  • Schrodinger Portfolio Update: 2 October 2026 October 2, 2026
  • Bohr Portfolio Update: 1 October 2026 October 1, 2026
  • Einstein Portfolio Review: 30 September 2026 September 30, 2026

Recent Comments

  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Pauling Portfolio Review: 7 August 2026
  • Dual Momentum Investing by Gary Antonacci
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Millikan Portfolio Review: 20 August 2026
  • Darwin Portfolio Review: 2 October, 2026
  • Financial Repression: Part 1
  • Schrodinger Portfolio Update: 2 October 2026
  • Einstein Portfolio Update: 14 July 2026
  • Schrodinger Portfolio Update: 4 August 2026

General Investment News

Portfolios coming up for review.  Gauss, Copernicus, and Millikan are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Rutherford-Darwin Portfolio Review: 19 September 2025
  • Darwin 2026 Portfolio Review: 6 March 2026
  • McClintock Dual Momentum Portfolio Review: 1 May 2023
  • Millikan Portfolio Update: 10 January 2023
  • Copernicus Portfolio Update: 15 January 2026
  • Huygens Portfolio Review: 9 February 2023
  • The Importance of Algorithms
  • Huygens Asset Allocation Portfolio Review: 30 January 2025
  • Gauss Sector BPI Portfolio Review: 20 June 2024
  • Schrodinger Portfolio Review: 16 October 2024
  • Rutherford Portfolio Review (Tranche 4): 10 November 2023

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.