In Plus Episode 392, we review economic trends, asset class valuations, and market internals as of early July 2022. We consider whether growth stocks are now attractive relative to value stocks. We also consider how to invest emergency savings in the current environment. … [Read more...]
391 Plus: Adaptive Model Portfolio Changes, Updated Return and Risk Assumptions, and the Peak Housing REIT
In Plus episode 391, we review the recent adaptive model portfolio changes to reduce equity exposure and lower credit risk in the bond portfolio. We introduce the new expected return and risk assumptions and address some member questions. Finally, we answer a member's question about selling a single-family rental home and rolling the proceeds into the Peak Housing REIT. … [Read more...]
375 Plus: ARKK vs SPY, Blockchain ETFs, and an Analysis of DSL
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...]
374 Plus: Portfolio Trade, A New Risk Parity ETF, and the Moonfare Private Equity Platform
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...]
370 Plus: Investing in Latin America Stocks, TIPS, and Single-Family Rental Homes
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...]
369 Plus: January 2022 Investment Conditions and Adaptive Model Portfolio Changes
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...]
367 Plus: December 2021 Investment Conditions Review
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...]
366 Plus: Updated Expected Returns, a New Real Estate Investment, and the Vanguard Managed Allocation Fund
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...]
365 Plus: Three Member Profiles – A Pension Decision, College Tuition Investment, and a Retirement Portfolio
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...]
364 Plus: November 2021 Investment Conditions and a Problematic High Yield Savings Solution
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...]
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