Money For The Rest of Us

Investment help and financial guidance for the rest of us.

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375 Plus: ARKK vs SPY, Blockchain ETFs, and an Analysis of DSL

In Plus Episode 375, we expand on the discussion regarding choosing between the ARK Innovation ETF and an S&P 500 Index Fund that was touched on in the Insiders Guide 375 email newsletter. We follow up on the Plus episode from four years ago to see how blockchain ETFs have performed and what additional options exist. Finally, we analyze the DoubleLine Income Solutions Fund (DSL) to determine whether it is time to exit. … [Read more...]

374 Plus: Portfolio Trade, A New Risk Parity ETF, and the Moonfare Private Equity Platform

In Plus Episode 374, David reviews why he reduced his exposure to Ether by half. We analyze the Ultra Risk Parity ETF (UPAR). Finally, we take a look at the Moonfare Private Equity platform that allows individual investors to invest in institutional leveraged buyout and venture capital funds. … [Read more...]

370 Plus: Investing in Latin America Stocks, TIPS, and Single-Family Rental Homes

In Plus Episode 370, we review the inexpensive valuations for Latin American equities and what has driven the underperformance. We consider options for investing in Latin America and Brazil. We analyze the investment case for Treasury Inflation Protection Securities in the current interest rate environment. Finally, we analyze a single-family rental property on the Arrived Homes platform to determine if it is an attractive investment. … [Read more...]

366 Plus: Updated Expected Returns, a New Real Estate Investment, and the Vanguard Managed Allocation Fund

This week on Plus Episode 366, we review the changes to the 10-year expected returns for different asset classes used in the Money For the Rest of Us Plus asset allocation model. We discuss a hotel investment David recently made on the Crowdstreet platform. Finally, we review the Vanguard Managed Allocation Fund (VPGDX). … [Read more...]

365 Plus: Three Member Profiles – A Pension Decision, College Tuition Investment, and a Retirement Portfolio

This week on Plus Episode 365, we help a member decide whether to take a lump-sum pension distribution today, start drawing on the pension today or take a lump sum or draw on the pension in the future. We review investment options for a member who will be paying college tuition in the next two years. Finally, we review a retirement portfolio to see if it is invested too aggressively. … [Read more...]

343 Plus: Mid Month Update, Adaptive Model Portfolio Changes, and Preferred Stocks

In Plus Episode 343, we review the latest data including Federal Reserve minutes and Japan's economic challenges. We discuss the recent adaptive model portfolio changes, the new holdings, and the rationale for the changes given the increased risk of higher inflation. Finally, we review why preferred stocks have tended to outperform bonds during periods of rising interest rates. … [Read more...]

342 Plus: Small Cap Value, Lumber Prices, and GBTC Discount

In Plus Episode 342, we review the performance of value and growth equity indices, consider whether the value style will continue to outperform and analyze the Avantis U.S. Small Cap Value ETF (AVUV) and the Avantis International Small Cap Value ETF (AVDV). We review what is driving the five-fold spike in U.S. lumber prices and the outlook for prices going forward. Finally, we consider how the Greyscale Bitcoin Trust (GBTC) acts like a typical closed-end fund in which the discount to net … [Read more...]

J. David Stein
Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737