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        • A Complete Guide to Investing in I Bonds and TIPS (2023)
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        • A Complete Guide to Understanding and Protecting Against Inflation
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Recent Podcast Episodes

Colorful building with clear sky. Caption says "Silicon Valley Bank"

424: Are More Bank Runs Coming? The Collapse of Silicon Valley Bank

Pool water with caption "Leveraged Loans and CLOs"

423: A “Safe” 6% Yield: The Case for Investment Grade CLOs

422: This Stock Has a 15% Dividend Yield and Has Outperformed Warren Buffett. Should You Invest?

421: Beware of Survivorship Bias When Investing

420: Does a 60/40 Balanced Portfolio Still Work?

419: How to Make Portfolio and Asset Allocation Changes

view all

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As featured in Business Insider, Forbes, Investopedia, Nasdaq, The Times, Vice, Chicago Tribute, Inc., The Motley fool NextAdvisor, U.S. News & World Report

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Tools to master successful investing

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Announcements

The March 2023 Investment Conditions and Strategy Report is available here
New Online Retirement Calculators with Videos
Check out the new online
Retirement Planning Calculator and the Retirement Spending Calculator
Adaptive Model Portfolio Changes
See the June 2022 changes

Recent Additions

Plus Episodes

425 Plus: Bank Contagion Update, Mid Cap Value ETFs, SEC Yields, and Deciding When to Retire 424 Plus: CLO ETF Trade, Bonds vs Stocks, Preferred Stock Dividends, and AI ETFs 423 Plus: March 2023 Investment Conditions Commentary 422 Plus: A TIPS Trade, TIPS Taxes, Wash Sale Update, and Finding Alternative Investment Funds 421 Plus: Follow Up to Hiring an Investment Advisor and DoubleLine’s New Bond ETF See All Plus Episodes

Portfolio Examples

Portfolio Trade: Adding CLO ETF (March 11, 2023) David's March 2023 Portfolio Update Portfolio Trade: Purchased Individual Treasury Inflation Protection Security (February 22, 2023) Portfolio Trade: Adding to Mortgage REIT Preferred Stock Allocation(January 28, 2023) Portfolio Trade: Buying 10-Year TIPS at Auction (November 19, 2022) Portfolio Trade: Exiting Simplify Volatility Premium ETF (SVOL) (October 10, 2022) Portfolio Trade: Adding Individual Treasury Inflation Protection Security (September 14, 2022) Portfolio Trade: Reducing Risk and Portfolio Holdings (July 25, 2022) Adaptive Model Portfolio Changes (June 24, 2022) Portfolio Trade: Closing BlockFi Interest Account (May 19, 2022) Portfolio Trade: Reducing Gold Exposure (May 13, 2022) Portfolio Trade: Adding Bank Loan Closed-End Fund (April 15, 2022) See List of David's Portfolio Changes

Market Conditions

March 2023 Investment Conditions and Strategy Report Video: Investment Conditions Report Introduction See Previous Investment Conditions Reports

J. David Stein
Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737

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