In this week's Plus episode, we clarify some points from our private credit discussion in episode 509. We look at the risks with Barings Corporate Investors (MCI) selling at a 30% premium to its net asset value. We discuss why fees for ETFs that invest in BDCs are so high. Finally, we discuss Ashwath Damodaran's post on why U.S. small-cap and value stocks have underperformed. 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 … [Read more...]
508 Plus: Annual Asset Class Expected Returns and Ranges Update
This week on Plus episode 508, we review the revised asset class expected returns. We discuss the process, changes to the assumptions, and tools available that incorporate the revised assumptions. 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 » 508 Plus Show Notes Asset Allocation Assumptions Asset Allocation Spreadsheets … [Read more...]
507 Plus: Performance Attribution Revisited, Efficient Market Hypothesis, Private Credit
In Plus episode 507, we provide an update on the stock market performance attribution shared last week. We consider whether asset class pricing follows the efficient market hypothesis so asset classes can't be over or undervalued. We analyze the energy company Phoenix Capital and compare investing in its unsecured bonds to a more diversified private credit fund such as those offered by Cliffwater. Become a Member If you would like to listen to this episode of Money For the Rest of … [Read more...]
506 Plus: January 2025 Investment Conditions Commentary
In Plus episode 506, we review financial market performance for 2024, analyze investment conditions, and consider risks and opportunities for investors looking to rebalance their portfolios. 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 » 506 Plus Transcript Download Transcript Welcome to Money for the Rest of Us Plus. … [Read more...]
505 Plus: Japanese Stocks, Investing at All-Time Highs, and Exchange Funds
In Plus episode 505, we review the investment thesis and performance of the WisdomTree Japan Small Cap Dividend ETF (DFJ). We look at U.S. stock market performance when investing at all-time highs. Finally, we explore how exchange funds work for diversifying out of low cost basis individual stock positions. 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 … [Read more...]
504 Plus: Portfolio Trade, Indexing Bubble, and Money Market Capital Gains
In Plus episode 504, David explains his recent portfolio trade to exit his AI-related ETFs and increase his allocation to non-U.S. small-cap stocks. We review Simplify ETF strategist Michael Greene's work on why he believes an indexing bubble exists. Finally, we look at how investments in short-term Treasury ETFs can lead to a capital gain depending on when they are sold. 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 … [Read more...]
502 Plus: TFLO Flash Crash, Active Asset Allocation, Coinbase, and Investing in Bitcoin
In Plus episode 502, we discuss the one-day flash crash for the iShares Treasury Floating Rate Bond ETF in 2014. We discuss the reasons for the initial allocation to TFLO in the adaptive model portfolios back in 2018. We discuss the importance of making incremental portfolio changes compared to large moves. Finally, we discuss the improving financial situation at cryptocurrency custodian Coinbase and the ways to invest in Bitcoin. Become a Member If you would like to listen to this … [Read more...]
501 Plus: Why Interest Rates Are Rising, Maximum Drawdowns, and Buffer ETF Underperformance
In Plus episode 501, we review why Federal Reserve Chair Powell said the Fed isn't in a hurry to lower its policy rate. We revisit why interest rates are increasing. David shares the expected return, ranges, and maximum drawdown of his portfolio. We analyze why buffer ETFs can lag the underlying reference assets when the stock market is appreciating. 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 … [Read more...]
500 Plus: November 2024 Investment Conditions and a Correction
In Plus episode 500, we acknowledge 10 years of Plus episodes. We correct a misstatement from last week's Plus episode. We also review investment conditions as of early November 2024. 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 » 500 Plus Transcript Download Transcript Welcome to Money for the Rest of Us Plus. This is … [Read more...]
499 Plus: Reducing Savings Bond Exposure, A New Tax Aware ETF, and Did a Tail Risk ETF Work
In Plus episode 499, David shares why he reduced his exposure to Series I Savings Bonds. We briefly look at the recently announced Cambria Tax Aware ETF (TAX). Finally, we analyze the historical performance of the Cambria Tail Risk ETF (TAIL) and compare it to just having a lower allocation in stocks. 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 … [Read more...]
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