In Plus episode 459, we discuss who is on the other side of the TIPS trade. We analyze the Simplify MBS ETF (MTBA) and learn what mortgage-backed TBAs are. We review the performance and risk of ETFs that invest in closed-end funds. Finally, we explain why MLP data is no longer included in the monthly investment conditions and strategy report. … [Read more...]
457 Plus: Yield-to-maturity, Cumulative vs Annualized Returns, Number of Funds, DSU and AGNC
In Plus episode 457, we explore how to calculate yield-to-maturity, cumulative returns, and annualized returns and how the measures differ. We explain why it is so challenging to identify an appropriate investment vehicle. We answer member questions on David's leverage loan holding (DSU) and preferred stock mortgage REIT with AGNC. … [Read more...]
456 Plus: 4% Rule, TFLO, Personal Inflation Rates, Emerging Latin America, and GIM
In Plus episode 456, we explore how to apply retirement spending rules when real estate properties will be sold during retirement. We consider the risks of investing in the iShares Floating Rate Treasury ETF (TFLO). We answer a question about the hoopla surrounding Treasury Inflation Protection Securities. Why has David not purchased a dedicated Latin America Emerging Markets Stock ETF. Update on the Templeton Global Income Fund (GIM). … [Read more...]
455 Plus: TIPS Ladder Follow Up, New Charts Status, Portfolio Trades Clarification and the State of Crypto
In Plus episode 455, we try to simplify the cash flow aspect of TIPS ladders. We answer a question on why not just own TIPS ETFs. We provide an update on bond charts so members can better analyze the attractiveness of credit strategies. We answer a question on David's recent portfolio trades. Finally, we explore why David still owns cryptocurrency and whether the conviction of FTX's Sam Bankman Fried changes anything. … [Read more...]
452 Plus: TIPS Trade, TIPS Bullet Shares ETFs, and Housing Inflation
In Plus Episode 452, we discuss the recent 5-year TIPS auction. We look at the new iShares TIPS bullet shares ETFs with fixed maturity. We also look at the impact of shelter on inflation and how higher interest rates impact home prices and apartment rents. … [Read more...]
451 Plus: Portfolio Trades, Thoughts on Running a Business, and the Potential Impact of U.S. Demographic Trends
In Plus episode 451, David shares the rationale behind recent trades in his portfolio to increase the allocation to equity REITs and preferred stock. We discuss the importance of keeping personal assets segregated from business risk. Finally, we review how U.S. demographic trends could impact economic growth. … [Read more...]
449 Plus: Retaining an Investment Advisor, Money Market Funds, Repos, and a QT Update
In Plus episode 449, we answer a member's question about retaining an investment advisor. We compare bank-offered money market accounts and money market mutual funds. We review what repurchase agreements are and discuss at what point the Federal Reserve will need to stop allowing its bond holdings to mature as part of quantitative easing. … [Read more...]
448 Plus: Speculations, Automating Investments DRIPS, and Purchasing Land in Mexico
In Plus episode 448, we discuss speculations in marijuana stocks and AI. We explore how dividend reinvestment programs work, and the benefits of making sure there is congruence between one's personality and how one invests. Finally, we discuss what to consider when purchasing and developing a property in Mexico or another country. … [Read more...]
447 Plus: The Tax Impact of Active Stock Funds, Municipal Bonds, and Balancing Cash and Longer-term Bonds
In Plus episode 447, we discuss how to calculate the performance impact of capital gains tax distributions for an active stock mutual fund. We answer a member's question on what to do with a portfolio of individual municipal bonds selected by their previous investment advisor. Finally, we explore the decision between holding high-yielding cash or locking in higher coupon rates on longer-term bonds. … [Read more...]
446 Plus: September 2023 Investment Conditions and Strategy Commentary
In Plus episode 446, we review why the consensus believes the global economy can achieve a soft landing. We also consider why interest rates are rising. We look at how the stock market has performed since central banks began aggressively raising policy rates. We also review the performance of the model portfolios since we reduced risk in the adaptive models in June 2022. … [Read more...]
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