In Plus episode 556, we consider the role of the Money for the Rest of Us Plus Investment Conditions heatmap. We analyze the Invesco Value Municipal Income Closed Fund (IIM). Finally, we consider options for investing in the UAE. … [Read more...]
555 Plus: Portfolio Trades, Holding Crypto as an ETF, When to Sell Securities, and MLPs
In Plus episode 555, David describes two portfolio changes in his portfolio. He shares a recent forum post on the downsides to holding cryptocurrency as an ETF. We review reasons to sell an asset. Finally, we answer a member's question regarding MLPs. … [Read more...]
554 Plus: New AAA CLO Options, Mortgage REIT Preferreds, and New Ether and Solana Staking ETFs
In Plus episode 544, we analyze the Reckoner suite of AAA ETFs that includes a version that eliminates ordinary income tax. We also revisit mortgage REIT preferreds and find a more attractive AGNC REIT preferred than the one David owns. Finally, we review new options for earning yield by holding Ether and Solana ETFs. … [Read more...]
553 Plus: March 2026 Livestream
This week, we hosted our quarterly livestream for Plus members. David discussed the evolution of personal technology, how the current AI moment differs from the Internet bubble of 2000, and the challenges of forecasting the impact of the Iran War. David also answered a number of member questions on trend following, emerging markets, Latin America, and the current market environment. … [Read more...]
552 Plus: Portfolio Trades, Asset Location, Price Alerts and Some Thoughts on Private Credit
In Plus episode 552, David discusses the change in his portfolio to eliminate the iShares Large Cap Max Buffer September ETF (SMAX) from his portfolio and reallocate the assets to the Brookmont Catastrophe Bond ETF (ILS), and the IMGP DBI Managed Futures Strategy ETF (DBMF). We discuss a member's question about asset location and an inquiry into how to receive alerts for ETFs that meet a certain price threshold. Finally, David shares his thoughts on the current environment for private … [Read more...]
551 Plus: Income Portfolio, High Yield Bonds, a new AI ETF family, and EIC’s Earnings Call
This week on Plus episode 551, we answer a member's questions about the Money for the Rest of Us Plus Income portfolio. We review the current status of U.S. high-yield bonds and look at more compelling options. We analyze the new FINQ AI ETF family. Finally, David provides an update on Eagle Point Income Corporation (EIC) following their recent earnings call. … [Read more...]
550 Plus: Cat Bond ETF Yield, Aggressive Investing 10 Years from Retirement and Venture Focused Closed End Fund IPO
In Plus episode 550, we explain why the yield on the Brookmont Catastrophic Bond ETF (ILS) is so low. We run a simulation analysis comparing a 75/25 portfolio to a 60/40 portfolio with 10 years to retirement. Finally, we discuss the private Fundrise Growth Tech Fund, LLC pending IPO to convert to a publicly-traded closed-end fund, Fundrise Innovation Fund (VCX). … [Read more...]
549 Plus: More on Cat Bonds, Gold Rebalancing, and the New Fed Chair Nomination
In Plus episode 549, we discuss historical cumulative losses for catastrophe bonds, the premium/discount experience of the Brookmont Catastrophic Bond ETF (ILS) and questions on why its dividend yield is so low. We also revisit the gold and silver rally and answer a member's question about rebalancing out of gold. Finally, we consider the background and views of newly nominated Federal Reserve Board Chair Kevin Warsh. … [Read more...]
548 Plus: Updated Expected Return Assumptions, Impact of Mortgage Backed Bond Purchases, and Comparing Two Non-U.S. Equity ETFs
In Plus episode 548, we review the updated expected returns and probable ranges for a variety of asset classes over the next decade. We revisit the Plus member tools that utilize those assumptions. We consider the impact of President Trump's charge that Fannie Mae and Freddie Mac purchase up to $200 billion in mortgage-backed securities in order to try to lower mortgage rates. Finally, we compare the Fidelity Enhanced International ETF (FENI) and the Vanguard FTSE Developed Markets Index … [Read more...]
January 2026 Investment Strategy Review
We review financial market returns for 2025 and look ahead to opportunities and risks in 2026. We also review model portfolio returns for 2025. … [Read more...]
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