This audio lesson is an introduction to private capital. Topics discussed include: What are the types of private capital such buyout funds, venture capital, and private real estate. How are private capital funds structured. Who can invest. Why do institutions and individual investors invest in private capital. What are the return expectations for private capital. The episode length is 12 minutes. Additional Resources Plus Episode 351 includes a discussion on how to … [Read more...]
GICs and Stable Value Funds
This audio lesson discusses guaranteed investment contracts ("GICs") and stable value funds. Topics covered include: The difference between a traditional GIC and a synthetic GIC. Why stable value funds within defined contribution plans have switched to synthetic GICs from traditional GICs. An example of a traditional bond fund that tried to smooth out returns and limit volatility due to interest rate changes. Audio Download Download this audio lesson … [Read more...]
David’s Current Portfolio
Portfolio Objective David’s investment objective is the preservation of capital. At a minimum, David’s return objective is that his portfolio keeps pace with inflation after living expenses. Living expenses are mostly funded through David’s business. Given David is not seeking significant growth, the portfolio is conservatively invested in a wide variety of asset classes, both public and private, using an asset garden approach. Why David’s Portfolio Differs From the Model … [Read more...]
Current Investment Strategy Report
This investment strategy report is also available in audio format in the Plus member audio feed. You can view a printable version of the investment conditions here. Investment conditions reports from earlier periods can be found here. What Happened? Global stocks surged 3.6% in U.S. dollar terms in September, bringing year-to-date returns to 18.4%. Emerging markets led the way in the month with a 7% return. Non-U.S. stocks, including emerging markets, have outperformed the … [Read more...]
Investment Conditions and Strategy Report Overview
This video provides an overview of the Money For the Rest of Us Plus monthly investment conditions and strategy report. See the most recent Investment Conditions and Strategy Report here. Topics covered include: The purpose of the report Major elements contained in the report Why market valuations are important Why economic trends are import Why market internals are important How to use the investment conditions and strategy … [Read more...]
How To Choose An Asset Mix
This video describes three approaches to asset allocation and provides an overview of the tools on Money For the Rest of Us Plus to help you choose a portfolio mix. https://vimeo.com/441323171/99ad6b0121 Transcript Download the transcript This video is on how to choose an asset mix. We start with the two investing stages—saving for retirement, and retirement living. Saving For Retirement Saving for retirement is focused on portfolio growth, investing in a way that we can … [Read more...]
4: Choose An Asset Mix
This module has tools to help you choose a target asset allocation. The resources include: How to Choose An Asset Mix Tools for Choosing and Asset Mix What Should You Do Next? In order to finalize your asset allocation, it can be helpful to review some portfolio examples. Money For the Rest of Us Plus has numerous portfolio examples including model portfolios and David's portfolio. Find the model portfolios, implementation guides, and additional resources in the Model … [Read more...]
Step 4: Develop Expected Return and Risk Assumptions
The expected return and risk assumptions are divided into four categories: stocks, fixed income (i.e. bonds), income strategies, and additional assets. The asset allocation assumptions are updated every six months. Return and Risk Assumptions OverviewGlobal Equity AssumptionsGlobal Fixed Income AssumptionsIncome Strategies AssumptionsAdditional Assets Expected Return AssumptionsAsset Class Risk Assumptions What Should You Do Next? After you have reviewed the expected return and risk … [Read more...]
Equity REITs
This video is on how to evaluate and invest in equity real estate investment trusts. Topics covered include: Characteristics Property sectors Tax treatment Return drivers Risk Valuation metrics How to invest https://vimeo.com/447917535 Transcript Download the transcript Equity REITs are indirect investment vehicles that own or operate income-producing commercial real estate such as office buildings, shopping centers, apartments and many other property … [Read more...]
2: Asset Classes
Before entering a new investment, we need to be able to answer the question "What is it?" How does the investment generate a return and what is the risk in terms of potential losses during a market downturn? What has to happen for the investment to generate a profit? A successful investment portfolio will have multiple return drivers. That means there will be a variety of asset categories whose returns will differ from one another as the factors that determine their long-term returns … [Read more...]
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