Become a Member If you would like to read about this portfolio trade, consider joining Money For the Rest of Us Plus. Learn More About Membership » David recently provided a mortgage loan to a family member that was funded by reducing his cash balance and by selling some exposure to Treasury Inflation Protection Securities. Similar to other asset-based lending David has pursued, the loan is secured by a deed of trust on the underlying property. The loan will be reflected on … [Read more...]
Portfolio Trade: Exiting MCI
Become a Member If you would like to read about this portfolio trade, consider joining Money For the Rest of Us Plus. Learn More About Membership » Today, David sold his position in the Barings Corporate Investors fund (MCI) as its premium to net asset value rose to 36% compared to less than a 5% premium in August 2024. When David purchased MCI in March 2022, it was selling at a discount to net asset value of 12%, MCI primarily invests in privately placed, below-investment … [Read more...]
506: Should You Retire Early and Live Outside Your Home Country? With Joshua Sheats
Joshua shares the pros and cons of living outside of your home country. He convinces David why he needs more than one passport. Finally, Joshua makes a strong case for not retiring, and if one does, under what circumstances. Show Notes https://www.radicalpersonalfinance.com Episode Sponsors Delete Me – Use code David20 to get 20% off Acorns Related Episodes 446: Die with Zero: Why You Should Start Spending Now 437: How to Live Like You Are Already Retired 371: … [Read more...]
Portfolio Trade: Rebalancing Stock Exposure
Become a Member If you would like to read about these portfolio trades, consider joining Money For the Rest of Us Plus. Learn More About Membership » Today, David took profits in two growth-oriented ETFs he added to his portfolio in July 2023 to take advantage of the positive outlook for AI. The two ETFs are the Harbor Long-term Growers ETF (WINN) and the iShares Exponential Technologies ETF (XT). Given the extremely strong performance of WINN, along with the high valuations … [Read more...]
Portfolio Trade: Reducing Series I Savings Bond Exposure
Become a Member If you would like to read about these portfolio trades, consider joining Money For the Rest of Us Plus. Learn More About Membership » David sold some of his allocation to Series I Savings Bonds as the base rate was 0% compared to the market rate of close to 2% for Treasury Inflation Protection Securities. David decided to reduce his exposure in order to raise cash for a potential real estate purchase. Series I Savings Bonds sold in the first five years have a one … [Read more...]
Portfolio Trade: Exiting Global Infrastructure Closed End Fund
Become a Member If you would like to read about these portfolio trades, consider joining Money For the Rest of Us Plus. Learn More About Membership » This morning David sold his position in the abrdn Global Infrastructure Income fund (ASGI). This closed-end fund recently merged with the Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) that David purchased in December 2020. At the time, MFD was selling at a 14% discount to NAV. First Trust and … [Read more...]
Portfolio Trade: Switching Buffer ETFs
Become a Member If you would like to read about these portfolio trades, consider joining Money For the Rest of Us Plus. Learn More About Membership » David discussed defined outcome (buffer) ETFs in Episode 485 of the podcast. In the episode, David mentioned a strategy of actively managing exposure to buffer ETFs by exiting those that have appreciated to near the cap and reallocating the proceeds to a buffer ETF that has a higher cap and a floor near current levels of the S&P … [Read more...]
493: The Housing Affordability Crisis: What Caused It and How to Fix It
What caused the 40% price increase in houses and rents, and what are governments doing to try to fix the problem. Topics covered include: Show Notes Concern over housing costs hits record high across rich nations by Valentina Romei and Sam Fleming—The Financial Times Home Price to Median Household Income Ratio (US)—Longtermtrends Home Ownership Affordability Monitor—Federal Reserve Bank of Atlanta AMERICA'S RENTAL HOUSING 2024—Joint Center for Housing Studies of … [Read more...]
492: The Power of Optionality: Small Bets, Big Payoffs
In this episode, we explore the concept of optionality—how small, strategic decisions can lead to outsized rewards with limited downside risk. From ancient philosophy to modern financial strategies, discover how recognizing and seizing options can unlock opportunities in both life and investing. Topics covered include: Show Notes Antifragile by Nassim Nicholas Taleb—Penguin Random House The Wisdom Of Finance: Discovering Humanity in the World of Risk and Return by Mihir … [Read more...]
490: Should You Invest in Private Equity?
How do buyouts, venture capital, and growth equity work? Has private equity outperformed the stock market, and can individual investors pursue these investment strategies? Topics covered include: Show Notes Understanding Private Fund Performance by Kaitlin Hendrix and Mamdouh Medhat—SSRN What Drives Private-Equity Performance Persistence? New Deal-Level Evidence by Axel Buchner and Susanne Espenlaub and Abdul Mohamed—SSRN Unlocking the Power of Relationships: Limited … [Read more...]
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