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 reinvested the proceeds of his recent Treasury Inflation Protection Security sale in four small-cap equity ETFs that he already owned. The four ETFs are Schwab Fundamental Int'l Small Company ETF (FNDC), WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS), iShares MSCI United Kingdom Small Cap ETF … [Read more...]

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 sold the individual TIP security he bought in March 2020. At the time of its purchase, the 5-year TIP security had a yield-to-maturity of 0.7% The yield to maturity of the TIP security prior to its sale was -1.9%. Consequently, the TIP holding was selling at a large premium after appreciating 11%. Given … [Read more...]

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 invested in the SPAC and New Issue ETF (SPCX). This actively managed ETF is overseen by Tuttle Tactical Management. The ETF invests in SPACs at the initial public offering or prior to the SPAC announcing a business combination. The ETF intends to sell its SPACs holdings after a business combination is announced … [Read more...]

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 » UPDATE: David sold some additional Bitcoin on February 11, 2021 after the price of Bitcoin increased to $48,000. The purpose of the sale was to keep the allocation to cryptocurrency and gold to less than 10% of David's net worth. ORIGINAL POST Yesterday, January 8, 2021 David reduced his exposure to cryptocurrency by … [Read more...]

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 » Episode 318 and this follow up guide is on Special Purpose Acquisition Companies, also know as SPACs. Most SPACs after completing an acquisition underperform the overall stock market. SPACs are unique in that they invest in government bonds until an acquisition is completed. Consequently, there is downside protection while … [Read more...]

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 continued to reinvest some of the proceeds from his recent home sale. In October 2020, David sold several investments to raise cash to purchase a home in Tucson because his house in Phoenix wasn't yet listed for sale. Now that the Phoenix house is sold, David is reinvesting some of the proceeds. David … [Read more...]

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 DoubleLine Income Solutions Fund (DSL). David previously held this fund from 2013 to 2018, but sold it in June 2018 when investment conditions began to deteriorate and the discount to net asset value narrowed. DSL recently cut its monthly dividend distribution by 27% to 11 cents per … [Read more...]

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 the iShares MSCI United Kingdom Small-Cap ETF (EWUS) to his portfolio. There is a great deal of uncertainty in the UK market as Brexit negotiations come down to the wire. David doesn't have any insight as to whether there will be a hard exit from the European Union or how it will impact the economy in the … [Read more...]

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 increased his allocation to stocks by adding four funds to his portfolio. Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) First, he re-established a position in the Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income fund (MFD). This … [Read more...]

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 increased his allocation to the WisdomTree CBOE S&P 500 PutWrite Strategy ETF (PUTW) David first added this ETF to his portfolio in June 2020. PUTW is an income strategy ETF that sells (i.e. writes) 30-day put options at the current level of the S&P 500 Index. The ETF collects the premium … [Read more...]