In Plus episode 537, we compare the performance and structure of the Adaptive Model Fixed Income portfolios to that of the broader bond market, such as the Vanguard Total Bond Market ETF (BND). We answer a member's question on the DoubleLine Flexible Income Fund. We review the new iShares International Equity Factor Rotation Active ETF (IDYN). Finally, we address a member's question regarding a large position in Meta that he received from his former employer. Become a Member If you … [Read more...]
536 Plus: How Would You Like Plus Membership to Evolve and David’s Portfolio Trades
In Plus episode 536, we introduce a Plus member survey where we would love your insights as we refresh the Plus membership offering. David also shares recent trades in his portfolio to increase equity and sell the DoubleLine Income Solutions Fund. 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 » 536 Plus Show … [Read more...]
535 Plus: Current Bond Market Pricing, Revisiting a Plus Member Profile, and the Elm Market Navigator ETF
In Plus episode 535, we review what has to happen for U.S. longer-term interest rates to decline from current levels. We revisit a Plus member's financial situation nine years after answering their initial questions. Finally, we analyze the new Elm Market Navigator ETF (ELM). 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 » 535 … [Read more...]
534 Plus: August 2025 Investment Strategy Report and David’s Portfolio Trade to Reduce Bitcoin Exposure
We review investment conditions as of early August, including the latest on tariffs, the impact of AI infrastructure investment, and the risks of politicizing economic data. David also discusses why he reduced his Bitcoin exposure. 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 » 534 Plus Show Notes August 2025 Investment … [Read more...]
533 Plus: Donating Ether Using a Donor-advised Fund, U.S. Dollar Risk Factors, and Bitcoin Covered Call ETFs
In Plus episode 533, David discusses how he donated 40% of his Ethereum to charity. We look at the factors that will determine the long-term strength or weakness of the U.S. dollar. Finally, we analyze two Bitcoin covered call ETFs. 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 » 533 Plus Show Notes Portfolio Trade: Reduced … [Read more...]
532 Plus: NVIDIA, CLO Equity Sell Off, and Equity REIT Return of Capital
In Plus episode 532, we correct last week's episode regarding the valuations of ETFs that invest in AI. We discuss investing in high-octane stocks like NVIDIA. We examine why CLO equity closed-end funds experienced a sell-off this week, including the news that the Department of Justice is investigating alleged collusion by CLO equity investors. Finally, we explain why equity REIT ETFs could have a return of capital distribution. Become a Member If you would like to listen to this episode … [Read more...]
531 Plus: AI ETFs, Mortgage REITS, Autocallable Notes ETF, and Trust Preferred Securities
In Plus episode 531, we review the leading ETFs that invest in the AI space. We consider what environments mortgage REITS perform the best, and is now a good time to invest. We analyze the new Calamos Autocallable Income ETF. Finally, we explore what trust preferred securities are. 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...]
529 Plus: Annual Reports, Baby Bonds, and CLO Equity
In Plus episode 529, we discuss whether it is worth reading the annual reports of funds and ETFs. We contrast investing in baby bonds versus preferred stock. Finally, we examine the investment in CLO equity-focused closed-end funds. 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 » 529 Plus Investments Mentioned Eagle … [Read more...]
528 Plus: Closed-End Fund Price Declines, DBLTX Risk and a New DoubleLine ETF
David reviews his performance record of investing in debt and convertible-focused closed-end funds, noting that most closed-end funds often fall short of their distribution yields due to price declines. We also look at the risk of the DoubleLine Total Return Bond fund (DBLTX), and analyze the new DoubleLine MultiSector ETF (DMX). 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 … [Read more...]
527 Plus: Portfolio Trades, Ultra Short-term TIPS ETF, and Revisiting Buffer ETFs
In Plus episode 527, David discusses changes in his portfolio to add a CLO ETF and sell the individual single family home rental REITs that he owned. We analyze a new ultra-short-term TIPS ETF. Finally, we revisit the performance of defined outcome ETFs based on the models we are running and some recent research from AQR. 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 … [Read more...]
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