If you’re wondering whether you’re holding your ETFs in the right accounts, this episode of the CPM Podcast is for you. During the show, investors will learn how to properly implement a traditional asset location strategy with the new Ludicrous Model ETF Portfolios. Justin will also reveal why a Ludicrous portfolio can be a superior choice to simply holding the same asset allocation ETF across each account. We’ll then break up the discussion with an ETF Kombat between two popular U.S. equity funds: XUU and VUN. After the match, we’ll compare the advantages and disadvantages of a Ludicrous portfolio. At the end of the episode, Justin will answer a common listener question: “Does all this technical tax stuff really matter for most investors?”
- The steps involved in setting up a Ludicrous portfolio [0:02:46.6]
- Does this asset location strategy actually work? [0:05:10.6]
- What’s really causing the Ludicrous portfolio’s huge performance advantage? [0:09:18.6]
- Comparing apples-to-apples (or after-tax asset allocations to after-tax asset allocations) [0:11:08.6]
- ETF Kombat: XUU vs. VUN [0:12:28.6]
- Great reasons to consider a Ludicrous portfolio [0:17:56.6]
- Potential disadvantages to managing a Ludicrous portfolio [0:20:49.6]
- Ask Bender: “Does all this technical portfolio tax stuff really matter for most investors?” [0:23:22.6]
Blog posts/resources discussed in this episode:
Canadian Portfolio Manager: Introducing the “Ludicrous” ETF Portfolios
Popular Podcasts
Bookmarked by Reese's Book Club
Welcome to Bookmarked by Reese’s Book Club — the podcast where great stories, bold women, and irresistible conversations collide! Hosted by award-winning journalist Danielle Robay, each week new episodes balance thoughtful literary insight with the fervor of buzzy book trends, pop culture and more. Bookmarked brings together celebrities, tastemakers, influencers and authors from Reese's Book Club and beyond to share stories that transcend the page. Pull up a chair. You’re not just listening — you’re part of the conversation.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com