Episode 264: Assorted Monte Carlo Simulations, Leveraged Portfolios, Valuation-Related Crystal Balls And Portfolio Reviews As Of June 2, 2023

In this episode we answer emails from Thirsty Horse, Alexi (a/k/a "the Dude") and Mark. We discuss our charity, assorted Monte Carlo simulations on Portfolio Visualizer and data sources, rebalancing of leveraged portfolios and the choice of leverage (follow up on Episode 259), Flight of the Conchords, and the pitfalls of trying to use valuation metrics as crystal balls. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | R...