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...]
343 Plus: Mid Month Update, Adaptive Model Portfolio Changes, and Preferred Stocks
In Plus Episode 343, we review the latest data including Federal Reserve minutes and Japan's economic challenges. We discuss the recent adaptive model portfolio changes, the new holdings, and the rationale for the changes given the increased risk of higher inflation. Finally, we review why preferred stocks have tended to outperform bonds during periods of rising interest rates. … [Read more...]
342 Plus: Small Cap Value, Lumber Prices, and GBTC Discount
In Plus Episode 342, we review the performance of value and growth equity indices, consider whether the value style will continue to outperform and analyze the Avantis U.S. Small Cap Value ETF (AVUV) and the Avantis International Small Cap Value ETF (AVDV). We review what is driving the five-fold spike in U.S. lumber prices and the outlook for prices going forward. Finally, we consider how the Greyscale Bitcoin Trust (GBTC) acts like a typical closed-end fund in which the discount to net … [Read more...]
340 Plus: Asset Allocation Assumption Update, Ponzi Schemes, and Hiring Investment Advisors
In Plus Episode 340, we review the semiannual expected return and risk update for stocks, income strategies and bonds. We review new tools available for analyzing the model portfolios. We answer a member's question on how to avoid Ponzi schemes and discuss what to consider when hiring investment advisors including hedge fund strategies. … [Read more...]
338 Plus: ROFX, Bitcoin Funds, and a Renewable Energy ETF
In Plus Episode 338 for the week of April 17 2021, we look at concerns with ROFX, a foreign exchange trading platform that uses artificial intelligence. We compare three Bitcoin fund options. The Skybridge Bitcoin Fund L.P., Grayscale Bitcoin Trust (GBTC) and Osprey Bitcoin Trust (OBTC). Finally, we look at the Global X Renewable Energy Producers ETF (RNRG) which changed its focus away from exclusively yieldcos. … [Read more...]
259: Will The Libra Cryptocurrency Revolutionize Money?
Will Facebook's Libra cryptocurrency transform money as we know it or is it "the most invasive and dangerous form of surveillance devised thus far?" How does the Libra compare to Bitcoin and the U.S. dollar in terms of the attributes of money. In this episode you’ll learn: What is the Libra and how does it differ from Bitcoin.What are the different attributes of money.What is proof of work versus proof of stake for cryptocurrencies.What is the difference between permissionless and … [Read more...]
229: Stop Maximizing Your Returns Using Modern Portfolio Theory
Why modern portfolio theory is a defective way to build out an investment portfolio. This episode explains a better approach to asset allocation. In this episode you’ll learn: What are the inputs needed to compile an asset allocation using modern portfolio theory.What are the defects with modern portfolio theory.Why we should be minimizing our maximum regret rather than maximizing our returns.A more flexible approach to asset allocation that isn't reliant on modern … [Read more...]
MNY127 Plus: TIPs, Individual Stocks and Investment Conditions
This week on Money For the Rest of Us Plus we start off by discussing a leading investment concern; what to do about rising asset class valuations driven by low interest rates. We also look at when inflation indexed bonds are attractive investments. Finally, we explore how to incorporate a portfolio of individual stocks into an asset allocation to determine an appropriate return. … [Read more...]
MNY126 Plus: High Yield Munis, Sector REITs and Roth 401k’s
This week on Money For the Rest of Us Plus we answer questions from members on investing in high yield municipal bond funds and ETFs, worries about a bubble, a substitute holding for the DoubleLine Total Return Bond Fund and investing in sector specific real estate investment trust funds and ETFs. … [Read more...]
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