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 sold his remaining positions in individual special purpose acquisition companies (SPACs) as well as his allocation to the SPAC and New Issue ETF (SPCX). David launched the SPAC experiment at the end of 2020 as described in this post. Overall, the experiment broke even. It was, however, … [Read more...]
Portfolio Trade: Investing in Three Individual Equity REITs
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 invested in three individual equity REITs: American Homes 4 Rent (AMH), Invitation Homes (INVH), and Sun Communities Inc (SUI). These experimental positions leverage the research of GreenStreet, the leading research organization on private and public commercial real estate. The investment thesis … [Read more...]
Portfolio Trade: Investing in Hotel Project and Additional I-Bond Exposure
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 » In November 2021, David committed to invest in the development of a new Homewood Suites by Hilton hotel in Newport, Kentucky. The project is being managed by Corporex, a corporate real estate developer with over 50 years of experience. This project was acquired via the CrowdStreet real estate platform. The target … [Read more...]
Portfolio Trade: Adding an Interest Rate Hedge 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 » Yesterday, David initiated a position in the Simplify Interest Rate Hedge ETF (PFIX). This ETF seeks to protect against rising interest rates by combining an investment in intermediate-term Treasury bonds with an option strategy that will be profitable if 20-year Treasury bonds are above 4.25% in seven years. Plus Episode … [Read more...]
Portfolio Trade: Reinvesting Real Estate Sale Proceeds
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 » Today, David added two new ETFs to his portfolio and increased his allocation to an existing ETF. Proceeds for these purchases came from the sale of David's farm, which closed this month. With these trades, David has begun to reinvest the cash from the farm sale. DEM and IVLU Consistent with the recent changes to the … [Read more...]
Portfolio Trade: Adding New Bond 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 » This week David added the DoubleLine Flexible Income Fund (DFLEX) to his portfolio and reduced his allocation to the Dodge & Cox Income Fund (DODIX). The DoubleLine Flexible Income Fund has a yield-to-maturity of 4.4% and a duration of 2.1 years compared to a yield -to-maturity of 2.1% and 5.4 years for the Dodge & … [Read more...]
Adaptive Model Portfolio Changes: Increasing Value Equity Exposure, Lowering Bonds, and Reducing Duration
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 further reduce bond exposure, reduce interest rate sensitivity, and increase the allocation to non-U.S. value strategies. With economic trends GREEN, the risk of a global recession is low. Meanwhile, asset class valuations are … [Read more...]
Portfolio Trade: Added Additional I Bond Exposure
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 » This past week, David bought a Series I Savings bond to add to his existing position. The U.S. Treasury will pay an annual composite rate of 3.54% for I bonds purchased from May 2021 through October 2021. This interest rate applies to the first six months the holder owns the I bond. This interest rate is significantly … [Read more...]
Portfolio Trade: Added Cryptocurrency Lending and DeFi Related Cryptocurrencies
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 » In the past few days, David added a number of new cryptocurrency-related investments connected to his research for podcast episode 339 on decentralized finance. Cryptocurrency Lending David established an account with BlockFi to earn interest through cryptocurrency lending. David wired funds to BlockFi and they were … [Read more...]
Portfolio Trade: Sold Farm REIT Common Shares and Purchased Preferred Shares
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 » Today, David sold his holdings of common stock shares issued by Gladstone Land Corporation (LAND. He used the proceeds to purchase Gladstone Land Corporation 6% Preferred Stock Shares (LANDO). Gladstone Land Corporation is a farmland REIT that operates farms across the U.S. David purchased LAND in August 2018 for $11.75 … [Read more...]
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