Portfolio Trade: Replacing AGNCL with AGNCZ, Adding BSOL
Portfolio Trade: Selling SMAX, Adding ILS and DBMF
Selling Gladstone Land Corp Preferred Shares
Portfolio Trade: Took Profits in Gold
Model Portfolio Changes: New Models, New Structure
Today, we implemented substantial changes to our model portfolios, providing more options and converting them to all ETFs instead of using mutual funds. We discuss these changes in more detail in Plus episode 540. … [Read more...]
Portfolio Trade: Adding to Stocks and Selling DSL
Portfolio Trade: Reduced Bitcoin and Ether Exposure
Portfolio Trade: Reducing Preferred Stock Holdings and Adding a Baby Bond
Portfolio Trade: Adding CLO Closed-end Fund and Exiting Individual REITs
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