This is the June 2021 investment conditions and strategy report. It includes both a written version and an audio commentary that is part of Plus Episode 345. Become A Member If you would like to access this investment conditions and strategy report, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » Data Download The following spreadsheet contains monthly valuation, economic trends, and market internal data used in the … [Read more...]
Model Portfolio Change: Adding Core Fixed Income
Become a Member If you would like read about this change to the Money For the Rest of Us Model Portfolios, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Today the adaptive model portfolios were adjusted to add core fixed income via two active mutual funds. In the early to mid-March as the coronavirus pandemic spread and lockdowns were put in place, the global economy fell into a deep recession. In response to deteriorating investment … [Read more...]
What Is a Leveraged ETF?
Definition, Overview, and Performance of Leveraged ETFs ARTICLE TABLE OF CONTENTS (Skip to Section) Leveraged ETF DefinitionExchange-Traded Funds Pros and ConsInverse ETFsDouble and Triple Leveraged ETFs What Leveraged ETFs OwnWho Should Invest in Leveraged ETFs?Leveraged ETF ExamplesAudio Lesson on Leveraged ETFs Leveraged ETF Definition Exchange-traded funds, or ETFs, are marketable securities that trade on an exchange and seek to track a specific index or a segment of the capital … [Read more...]
Portfolio Trade: Eliminating Credit and Adding TIPS
Portfolio Trade: Lowered Stock Exposure
Model Portfolio Change: Furthering Reducing Stock Exposure and Eliminating Credit Risk
Portfolio Trade: Reducing Risk
Model Portfolio Change: Reducing Stock Exposure and Eliminating Bank Loans
Portfolio Trade: Investing Excess Cash
Portfolio Trade: Adding Exposure to Mortgage REITs
- 1
- 2
- 3
- …
- 10
- Next Page »