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Money For The Rest of Us

Investment help and financial guidance for the rest of us.

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You manage your own money. So do I.

Let's share notes and take this financial journey together.

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Recent Podcast Episodes

256: Will Artificial Intelligence Change Investing?

256: Will Artificial Intelligence Change Investing?

255: With Interest Rates Falling, Why Do You Own Bonds?

255: With Interest Rates Falling, Why Do You Own Bonds?

254: Should You Be 100% Invested In Stocks?

254: Should You Be 100% Invested In Stocks?

253: Are IPOs the New Ponzi Scheme?

253: Are IPOs the New Ponzi Scheme?

252: How To Become Wealthy

252: How To Become Wealthy

251: Impact Investing and Intentionality

251: Impact Investing and Intentionality

250: Investing Rule One—Avoid Ruin

250: Investing Rule One—Avoid Ruin

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The June 2019 Investment Conditions Report is available here

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Money For the Rest of Us: 10 Questions to Master Successful Investing
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Plus Episodes

256 Plus: Economic and Financial Cycles, Demographics, Private REITs and Long/Short ETFs 255 Plus: June 2019 Portfolio Review, Family Offices and Investing When You Don't Need the Money 254 Plus: Escalating Trade War, Timing of Investment Backtest and Investing in Mortgage Notes 253 Plus: Persistence of Stock Market Losses and Investing in Russia versus India 252 Plus: May 2019 Mid Month Update and a Closed End Fund Income Factory See All Plus Episodes

Portfolio Examples

David's June 2019 Portfolio Update Portfolio Trade: Puts on HYG and BKLN (May 2019 Update) Portfolio Trade: Adding Speculative Position in Global Fixed Income Closed End Fund (April 2019) Portfolio Trade: Additional Preferred Stock and Floating Rate Fixed Income (March 2019) 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) See Previous Portfolio Profiles See List of Portfolio Changes

Market Conditions

June 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

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