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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.

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Recent Podcast Episodes

240: Three Financial Lessons From Thoreau

240: Three Financial Lessons From Thoreau

239: How to Be a Successful Trader

239: How to Be a Successful Trader

238: The U.S. Is More Socialist Than Denmark Regarding Home Mortgages

238: The U.S. Is More Socialist Than Denmark Regarding Home Mortgages

237: Brexit Is A Mess – Lessons Learned

237: Brexit Is A Mess – Lessons Learned

236: How Investors Cope With Radical Uncertainty

236: How Investors Cope With Radical Uncertainty

235: What If Home Prices Always Declined

235: What If Home Prices Always Declined

234: Index But Don’t Herd

234: Index But Don’t Herd

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The February 2019 Investment Conditions Report is available here

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Updated Return Assumptions:
The twice yearly asset allocation assumptions and spreadsheet update is completed

Recent Additions

Plus Episodes

240 Plus: Transition From SMAs, Earnings Growth, Valuations and a New ETF 239 Plus: February 2019 Portfolio Review and Whole Life Insurance Policies 238 Plus: Federal Reserve Actions, DoubleLine, MBS and REITs 237 Plus: Money Manager Review, Overweighting U.S. Stocks and Water Rights 236 Plus: January 2019 Mid Month Update, Corporate Bonds and Retirement Currency Risk See All Plus Episodes

Portfolio Examples

David's February 2019 Portfolio Update 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

February 2019 Investment Conditions Report 234 Plus: December 2018 Mid Month Update 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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