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Investment help and financial guidance for the rest of us.

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Recent Podcast Episodes

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Recent Additions

Plus Episodes

327 Plus: Investing Savings, Selling Individual Stocks and Reverse Stock Splits 326 Plus: January 2021 Investment Conditions and Portfolio Review 325 Plus: Mid Month Update, Utility Stocks and Duel Listings of Foreign Stocks 324 Plus: Currencies, Bond Convexity, and Support Levels See All Plus Episodes

Portfolio Examples

David's January 2021 Portfolio Update Portfolio Trade: Taking Some Profits in Bitcoin (January 8, 2021) Portfolio Trade: A SPAC Experiment (January 7, 2021) Portfolio Trade: Continuing to Invest Proceeds from Home Sale (December 24, 2020) Portfolio Trade: Adding Fixed Income Closed End Fund (December 18, 2020) Portfolio Trade: Adding UK Small Cap Stock ETF (December 16, 2020) Portfolio Trade: Increasing Allocation to Stocks (December 5, 2020) Portfolio Trade: Increasing Allocation to Put Writing Strategy (November 13, 2020) Model Portfolio Change: Increasing Stocks and Lowering Cash (November 6, 2020) Portfolio Trade: Raising Funds for Home Purchase Portfolio Trade: Adding a Corporate Bond ETF and Gold (Sept 9, 2020) Portfolio Trade: Adding Core Fixed Income (August 14, 2020) Model Portfolio Changes: Adding Core Fixed Income (August 7, 2020) Portfolio Trade: Increasing Preferred Stock Allocation, Closing Put on BKLN (July 30, 2020) Portfolio Trade: Adding Small Cap, Preferred Stock and a Put Writing ETF (June 17, 2020) Model Portfolio Change: Adding Small Cap Stocks and Preferred Equity (June 5, 2020) See List of Portfolio Changes

Market Conditions

January 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