Become a Member If you would like read about this portfolio trade, consider becoming a member of Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David sold his position in the iShares Gold Trust (IAU). David added this position in December 2016 at a time when gold was selling for $1,150 per ounce. Gold performs best when U.S. real interest rates are low or negative. With the Federal Reserve raising its policy rate, real rates are likely to increase as … [Read more...]
Adaptive Model Portfolio Changes: Reducing Risk
Become a Member If you would like read about this change to the Money For the Rest of Us Model Portfolios, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Today the adaptive model portfolios were adjusted to reduce credit risk and lower stock exposure in response to deteriorating economic and financial conditions. The latest batch of leading economic indicators suggests the global economy is slowing meaningfully while financial stress … [Read more...]
Portfolio Trade: Closing BlockFi Interest Account
Become a Member If you would like read about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David closed his BlockFi Interest Account (BIA) which was denominated and earned interest in the GUSD stablecoin. David added this position in April 2021. At the time, the BlockFi Interest Account was paying an interest rate of 8.6%. BlockFi has significantly reduced the interest rate it pays on GUSD … [Read more...]
Portfolio Trade: Reducing Gold Exposure
Become a Member If you would like read about this portfolio trade, consider becoming a member of Money For the Rest of Us Plus. Learn More About Membership » On Wednesday of this week, David sold his position in the Sprott Physical Gold Trust (PHYS) in order to generate a capital loss to partially offset his gains from selling Ethereum earlier this year and to free up capital to invest in a cash flow generating asset that has yet to be determined. David added PHYS in September 2020 … [Read more...]
Portfolio Trade: Adding Bank Loan Closed-End Fund
Become a Member If you would like read about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David purchased shares in the BlackRock Debt Strategies Fund (DSU). This fund primarily invests in non-investment grade, variable rate, syndicated bank loans. The fund was selling for a discount to net asset value of 10% at the time of purchase compared to a 3% average discount over the past year. DSU was … [Read more...]
Portfolio Trade: Increasing Allocation to a Volatility Risk Premium ETF
Become a Member If you would like read about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Earlier this week, David added to his investment in the Simplify Volatility Risk Premium ETF (SVOL). This ETF seeks "to provide investment results, before fees and expenses, that correspond to approximately one-fifth to three-tenths the inverse of the performance of the S&P 500 VIX short-term futures index while also … [Read more...]
Portfolio Trade: Adding Private Debt Closed End Fund
Become a Member If you would like read about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David invested in the Barings Corporate Investors Fund (MCI). This closed-end fund has been in existence since 1971. The fund invests primarily in privately placed, below-investment grade, long-term debt obligations of companies most of which are in the U.S. The fund purchases these securities directly from … [Read more...]
Portfolio Trade: Reducing Ether Exposure
Become a Member If you would like to read about this portfolio trade, please consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Earlier this week, David reduced his exposure by half to Ether, which is the crypto token for the Ethereum network. David took a position in Ether in 2017 at an average cost of $250. Since then the popularity of the Ethereum network has grown tremendously. Most non-fungible tokens (NFTs) are minted on the Ethereum … [Read more...]
Portfolio Trade: Reducing Equity REIT and Preferred Stock Exposure
Become a Member If you would like to read about this portfolio trade, please consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Earlier this week, consistent with the recent changes in the adaptive model portfolio examples, David reduced his exposure to preferred stocks and equity REITs by selling his holdings in the iShares Preferred Stock ETF (PFF) and the Schwab U.S. REIT ETF (SCHH). David also took profits by selling some of his … [Read more...]
Adaptive Model Portfolio Changes: Reducing Equity REITs and Eliminating Preferred Stock
Become a Member If you would like read about this change to the Money For the Rest of Us Model Portfolios, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Today the adaptive model portfolios were adjusted to reduce exposure to equity real estate investment trusts and eliminate the preferred equity allocation. Equity REITs In March 2018, the Schwab U.S. REIT ETF was added to the adaptive model portfolios due to the compelling … [Read more...]
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