Money For The Rest of Us

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Plus Episodes

244 Plus: Magic Formula Investing, Commodity Trade Advisors and Social Security as Longevity Insurance 243 Plus: March 2019 Portfolio Review, Preferred Stock and 10th Anniversary of the Secular Bull 242 Plus: Alternative Inflation Measures, Stock Buybacks and Retirement Spending 241 Plus: February 2019 Mid Month Update, Munis and AMT, and a New DoubleLine Fund 240 Plus: Transition From SMAs, Earnings Growth, Valuations and a New ETF See All Plus Episodes

Portfolio Examples

David's March 2019 Portfolio Update Portfolio Trade: Added Two Preferred Stock Positions (March 2019) Portfolio Trade: Tax Loss Selling Emerging Markets (Nov 2018) Model Portfolio Change: Further Reducing Stock Exposure (Nov 2018) Portfolio Trade: Swapping DoubleLine Bond Funds (Oct 2018) Model Portfolio Change: Switching Core Bond Funds (Oct 2018) Portfolio Trade: Added Gladstone Land Corp REIT (LAND) (Aug 2018) Model Portfolio Change: Switching Currency Hedged ETFS and Reducing Stock Exposure (July 2018) Portfolio Trade: Taking Profits In Driehaus Micro Cap Growth Fund (DMCRX) (June 2018) Portfolio Trade: Selling Calamos Convertible Opportunities and Income Fund (CHI) (June 2018) Model Portfolio Change: Eliminating Emerging Market Bonds and Switching Short Term Bond ETFs (June 2018) See Previous Portfolio Profiles See List of Portfolio Changes

Market Conditions

March 2019 Investment Conditions Report Video: Investment Conditions Report Introduction See Previous Investment Conditions Reports

J. David Stein
Darby Creek Advisors LLC
P.O. Box 51720 • Idaho Falls, ID • 83405
P: (208) 557-9020

jd@moneyfortherestofus.com