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, we restructured the Money for the Rest of Us Diversified Income Portfolio to remove the iShares Convertible Bond ETF (ICVT), and add three new ETFs: the iShares U.S. Core REIT ETF (USRT), Brookmont Catastrophe Bond ETF (ILS), and the iMGP DBi Managed Futures Strategy ETF … [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: Selling Some Laggards
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 exited two closed-end fund positions from his portfolio: The Templeton Global Income Fund (GIM) and the Kayne Anderson Energy Infrastructure Fund (KYN). Templeton Global Income Fund (GIM) The Templeton Global Income Fund is initiating a tender offer to purchase up to 70% of its outstanding shares at 99% … [Read more...]
Why You Should Rebalance Your Portfolio
What you need to know about rebalancing methods, timing, and the impacts of volatility ARTICLE TABLE OF CONTENTS (Skip to Section) Positive Skewness and Faulty EmotionsDon’t Let High Volatility Drag You DownWhen Rebalancing Becomes ImbalancedTiming Isn’t Everything Rebalance Your Portfolio the Way That’s Best for YouPodcast Episode 356: How, When, and Why Should You Rebalance Your Investment Portfolio by EMILY BOULTER & | Updated You know that your portfolio should be … [Read more...]
Plus Member Demographic Information 2019
Here is a profile of Money For the Rest of Us Plus membership based on a member survey conducted at the end of 2021. AGE EDUCATION COUNTRY ANNUAL HOUSEHOLD INCOME INVESTABLE ASSETS CURRENT OCCUPATION … [Read more...]
244: Are You Spending Too Much? (FIRE Edition)
How we can use filters to better manage how much we spend and make sure our spending has a meaningful impact on ourselves and the world. In this episode you’ll learn: How Stoics found a balance between wealth and wisdom.What is the difference between what is elemental, necessary, useful and superfluous.What are the filters we can use to spend more wisely. Show Notes Letters From A Stoic by Seneca A Philosophy of Walking by Frédéric Gros Mr. Money Mustache says Suze Orman … [Read more...]
226: How To Spot Asset Bubbles and What To Do About Them
What are the characteristics of an asset bubble and how to invest when one exists. Are cannabis stocks in a bubble? In this episode you’ll learn: How actions of investors determine whether there is a bubbleWhy cannabis stocks could be in a bubble.How to invest when there is a bubble and manage the fear of missing out. Show Notes Why Marijuana Stocks Cronos Group, Canopy Growth, and Tilray Jumped Today - The Motley Fool Yes. It's A Bubble. So What? Rob Arnott, Shane … [Read more...]
Plus Member Demographic Information
Here is a profile of Money For the Rest of Us Plus membership based on a member survey conducted in September 2017. … [Read more...]
Money For the Hub Member Annual Survey Results – March 2016
Thank your for participating in the annual Hub member survey. The main purpose of the survey is to get your feedback on how to improve the Money For the Rest of the Hub so it better meets your financial needs. Consequently, a number of the questions were open ended so I can read your individual written responses. As part of the survey I ask for demographic data to better understand who is joining the Hub. Here is a summary of the demographic data: Geography Approximately 85% of … [Read more...]
38: How To Invest Like A Hedge Fund
What are hedge funds and how can individual investors apply strategies from top-tier hedge funds to their own portfolios. What are hedge funds and how can individual investors apply strategies from top-tier hedge funds to their own portfolios. In this episode, you'll learn: The difference between an investment vehicle and an investment security.What is a hedge fund and how does it differ from a mutual fund.What are the fees and liquidity characteristics of hedge funds.Are … [Read more...]
