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). Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a … [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. Become a Member If you would like to listen to this episode of … [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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » January 2026 Investment Strategy Review Show Notes January 2026 Investment Strategy Report January 2026 Review of David's … [Read more...]
546 Plus: CLO Equity and Bank Loan Update, Investing in Retirement, Roth IRA Asset Location
In Plus episode 546, David discusses why CLO equity closed-end funds are selling off in 2025. We also provide an update on SEIX. We answer a member's question about investing more conservatively as they approach retirement. Finally, we look at what assets are appropriate for Roth IRAs. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options … [Read more...]
December 2025 Investment Conditions Commentary and a Portfolio Trade
We provide an update on financial market returns, economic trends, asset class valuations, and portfolio positioning recommendations. David also discusses his decision to sell Gladstone Land Corporation Preferred Shares (LANDO). Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » December 2025 Investment Strategy Commentary Show … [Read more...]
545 Plus: Japan Fiscal Situation, Comparing Solana and Ethereum, and How Staking Works
In Plus episode 545, we discuss the implications of Japan's 10-year government bond reaching its highest yield since 2008. We also compare the crypto token Solana with Ether and explore how to earn yield by staking them. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 545 Plus Show Notes The Creditor’s Revolt: How … [Read more...]
544 Plus: Are Equity Buffer ETFs Adequate Substitutes for a Bond Allocation?
In Plus episode 544, we model various buffer ETF strategies over a 35 year period to see how they perform relative to the bond market. We consider which defined outcome ETF approach could substitute for bonds, and how they compare to deferred fixed annuities. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 544 … [Read more...]
November 2025 Investment Strategy Commentary
In this week's Plus episode, we discuss what happened, where are we now, and where are we heading when it comes to financial markets and economic trends. Our discussion includes the impact of the U.S. government shutdown on assessing investment conditions. We also examine the staggering growth in AI infrastructure investment and provide an update on earnings per share growth and valuations. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you … [Read more...]
543 Plus: Researching Non Listed Stocks, Off Exchange Trading, and Prediction Markets
In Plus episode 543, we examine the process and viability of researching and investing in private companies that seek capital from individual investors. We explore off-exchange trading venues, apart from traditional stock exchanges such as the NYSE and NASDAQ. We also consider what percentage of trading volume is generated by retail investors. Finally, we analyze the evolution of prediction markets, such as Polymarket and Kalshi. Become a Member If you would like to listen to this … [Read more...]
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