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 increase the stock allocation by 8% to 10% with increased allocations to the Vanguard Total World Stock Market ETF (VT) and the iShares Currency Hedged MSCI ACWI ex-U.S. ETF (HAWX). Funding came from the cash allocation which … [Read more...]
Portfolio Trade: Raising Funds for Home Purchase
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 made several trades to raise funds for the closing next week on a house. As discussed in podcast episode 317, David is switching houses in Arizona. He has yet to get a mortgage approved due to a backlog and the closing on the new house is before the closing on the old house. Consequently, David will be paying … [Read more...]
Portfolio Trade: Adding a Corporate Bond ETF and Gold
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 made two changes to his portfolio. He added a position in the Sprott Physical Gold ETV (PHYS) and the iShares Interest-Rate Hedge Corporate Bond ETF (LQDH). Sprott Physical Gold Trust The Sprott Physical Gold Trust (PHYS) is a closed-end fund managed by Sprott Asset Management LP, a Canadian natural … [Read more...]
Portfolio Trade: Adding Core Fixed Income
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 made changes to his portfolio consistent with the recent adaptive model portfolio changes. He sold his position in the the Vanguard Short-term Investment Grade Corporate Bond ETF (VCSH) and added the DoubleLine Total Return Bond Fund (DBLTX) and Dodge & Cox Income Fund (DODIX). The rationale was the … [Read more...]
Model Portfolio Change: Adding Core Fixed Income
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 add core fixed income via two active mutual funds. In the early to mid-March as the coronavirus pandemic spread and lockdowns were put in place, the global economy fell into a deep recession. In response to deteriorating investment … [Read more...]
Portfolio Trade: Increasing Preferred Stock Allocation, Closing Put on BKLN
Become A Member If you would like to learn more about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Today David increased his allocation to preferred stock by investing in two preferred stocks holdings issued by AGNC Investment Corp. AGNC is a mortgage REIT that invests in mortgage-backed securities, the overwhelming percentage of which are guaranteed by the U.S. government. David purchased AGNC's 6.5% … [Read more...]
Portfolio Trade: Adding Small Cap, Preferred Stock and a Put Writing ETF
Become A Member If you would like to learn more about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David added four new ETFs to his portfolio. Three of the holdings were recent additions to the model portfolios: The WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS)The WisdomTree Japan SmallCap Dividend Fund (DFJ)iShares Preferred and Income Securities ETF (PFF) The rationale for these … [Read more...]
Model Portfolio Change: Adding Small Cap Stocks and Preferred Equity
Become A Member If you would like to learn more about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » As described in the June 2020 Investment Conditions report, leading economic and financial indicators have sufficiently improved and our understanding of Covid-19 increased to warrant increasing portfolio risk by allocating to attractive areas of the financial markets. The model portfolios have been updated to … [Read more...]
Portfolio Trade: Bought a Series I Savings Bond
Portfolio Trade: Adding Short-term Corporate Bond Exposure
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