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Money For The Rest of Us

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Recent Podcast Episodes

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351: How to Profit From Carbon Investing While Combatting Climate Change

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350: How to Invest in StartUps on Equity Crowdfunding Platforms?

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349: Forward and Reverse Mortgages: When To Take Them Out and When to Pay Them Off

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348: Listener Q&A

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347: Should You Invest in Frontier Markets?

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346: Should You Buy an Electric Car or Truck?

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Announcements

The July 2021 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 update

Recent Additions

Plus Episodes

Taking Out a Home Mortgage to Invest, Tax Loss Harvesting, and TIPS 349 Plus: SPAC ETFs, Sector Allocation, and the Frustration of Bonds 348 Plus: July Investment Conditions, How Much Cash, BlockFi Update, and Trading Philosophy 347 Plus: A New Actively Managed Preferred ETF and Three Pillars of Stock Returns See All Plus Episodes

Portfolio Examples

David's July 2021 Portfolio Update Portfolio Trade: Reinvesting Real Estate Sale Proceeds (June 25, 2021) Portfolio Trade: Adding New Bond Fund (June 5, 2021) Adaptive Model Portfolio Changes: Increasing Value Equity Exposure, Lowering Bonds, and Reducing Duration (May 21, 2021) Portfolio Trade: Added Additional I Bond Exposure (May 8, 2021) Portfolio Trade: Cryptocurrency Lending and DeFi Related Cryptocurrencies (April 24, 2021) Portfolio Trade: Sold Farm REIT Common Shares and Purchased Preferred Shares ( March 4, 2021) Portfolio Trade: Adding to Existing Small Cap Stock ETF Holdings (February 22, 2021) Portfolio Trade: Exiting Individual TIP Security (February 18, 2021) See List of David's Portfolio Changes

Market Conditions

July 2021 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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