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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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My best writing, show notes, episode summaries and other valuable content emailed to you weekly.

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Recent Podcast Episodes

234: Index But Don’t Herd

234: Index But Don’t Herd

233: Is An Emerging Markets Crisis Imminent?

233: Is An Emerging Markets Crisis Imminent?

232: Is It Time To Invest In Commodities?

232: Is It Time To Invest In Commodities?

231: What Determines How Much You Make

231: What Determines How Much You Make

230: Use Caution With Real Estate Crowdfunding

230: Use Caution With Real Estate Crowdfunding

229: Stop Maximizing Your Returns Using Modern Portfolio Theory

229: Stop Maximizing Your Returns Using Modern Portfolio Theory

228: How Tokenization Will Radically Change Investing

228: How Tokenization Will Radically Change Investing

Money for the Rest of Us Plus Membership

A trusted guide for those who manage their own money.

Money For the Rest of Us Plus is currently closed for new member enrollment.

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Asset Allocation and Portfolio Tools

Seven steps to master successful investing.

Asset Allocation and Portfolio Tools

Announcements

The December 2018 Investment Conditions Report is available

Money for the Rest of Us Plus Mobile Access
via your favorite podcasting app.

Get it on Google Play

Model Portfolio Change:
Further Reducing Equity Exposure

Recent Additions

Plus Episodes

234 Plus: December 2018 Mid Month Update, Bank Loans and a Member Profile 233 Plus: Conflicting Investment Conditions, P/E Ratios and a Member Portfolio Review 232 Plus: December Portfolio Review and Taxable Muncipals 231 Plus: Two Fixed Income Options and Member Survey Follow Up 230 Plus: November 2018 Mid Month Update See All Plus Episodes

Portfolio Examples

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

Market Conditions

234 Plus: December 2018 Mid Month Update December 2018 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

© 2018 Money For the Rest of Us

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