In Plus episode 559, we discuss the decision to eliminate convertible bonds from the Diversified Income Model Portfolio, increase equity REITs, lower exposure to preferred stocks and option income, and add exposure to managed futures and catastrophe bonds. We also discuss why David sold his position in the Bitwise Solana ETF (BSOL). … [Read more...]
558 Plus: SpaceX IPO, Equity REITs, Preferred Stock, Option Income, Managed Futures, Optionality, and AI Writing
In Plus episode 558, David provides a short update on the SpaceX IPO, he reviews his income strategy holdings, and considers whether now is a good entry point for equity REITs, preferred stock, option income, and managed futures. Finally, we discuss a recent piece on energy optionality that was written mostly using AI and whether that detracted from the piece's credibility. … [Read more...]
557 Plus: Commodity Future ETFs and Should We Be Worried About Oxford Lane Capital Corporation Defaulting
In Plus episode 557, we analyze the leading commodity ETFs, revisit what drives commodity futures returns, including the impact of roll yield, and recommend our preferred commodity ETF. … [Read more...]
556 Plus: Is the Investment Conditions Heatmap Useful? Analyzing a Municipal Closed-End Fund, and Investing in UAE Real Estate
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...]
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