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You are here: Home / Archives for Money Plus

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

February 19, 2022 by David Stein · Updated February 26, 2022

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...]

Filed Under: Money Plus Tagged With: ARKK, BITQ, BKCH, BLCN, blockchain, blockchain ETFs, BLOK, DSL, LEGR, SPY

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

February 12, 2022 by David Stein · Updated February 21, 2022

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...]

Filed Under: Money Plus Tagged With: dollar-weighted returns, Ethereum, Moonfare, performance calculation, private equity, risk parity, RPAR, UPAR, venture capital

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

January 15, 2022 by David Stein · Updated January 20, 2022

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...]

Filed Under: Money Plus Tagged With: Arrived, Brazil, home rental, Latin America, private real estate, real estate, TIPS, Treasury Inflation Protected Securities

369 Plus: January 2022 Investment Conditions and Adaptive Model Portfolio Changes

January 8, 2022 by David Stein · Updated January 12, 2022

In Plus Episode 369, we explore the latest investment conditions including the impact of the Omicron Covid variant. We also review recent changes to the adaptive model portfolio examples. Finally, we look at recent changes in David's portfolio. … [Read more...]

Filed Under: Money Plus Tagged With: portfolio trades, SPACs

367 Plus: December 2021 Investment Conditions Review

December 4, 2021 by David Stein · Updated December 10, 2021

In Plus Episode 367, we review the potential impact of the Omicron Covid Variant on the global economy and financial markets. We review current valuations, economic trends, and market internals heading into year-end. … [Read more...]

Filed Under: Money Plus Tagged With: COVID-19, investment conditions

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

November 20, 2021 by David Stein · Updated November 23, 2021

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...]

Filed Under: Money Plus Tagged With: crowdfunding, CrowdStreet, expected returns, VPGDX

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

November 13, 2021 by David Stein · Updated November 17, 2021

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...]

Filed Under: Money Plus Tagged With: college, member portfolio review, pensions

364 Plus: November 2021 Investment Conditions and a Problematic High Yield Savings Solution

November 6, 2021 by David Stein · Updated November 9, 2021

This week on Plus Episode 364 we review financial market returns, asset class valuations, economic trends, and market internals as of early November 2021. We also analyze the Tellus Boost high yield savings vehicles and why savers should be wary. … [Read more...]

Filed Under: Money Plus Tagged With: high yield savings, Tellus Boost

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

May 22, 2021 by David Stein · Updated June 29, 2021

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...]

Filed Under: Money Plus Tagged With: DEM, DFLEX, model portfolio changes, model portfolios, preferred stocks

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

May 15, 2021 by David Stein · Updated February 17, 2022

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...]

Filed Under: Money Plus Tagged With: AVDV, AVUV, closed-end funds, GBTC, growth stocks, homebuilders, lumber prices, small cap stocks, timber, value stocks

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

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