In Plus episode 546, David discusses why CLO equity closed-end funds are selling off in 2025. We also provide an update on SEIX. We answer a member's question about investing more conservatively as they approach retirement. Finally, we look at what assets are appropriate for Roth IRAs. … [Read more...]
December 2025 Investment Conditions Commentary and a Portfolio Trade
We provide an update on financial market returns, economic trends, asset class valuations, and portfolio positioning recommendations. David also discusses his decision to sell Gladstone Land Corporation Preferred Shares (LANDO). … [Read more...]
545 Plus: Japan Fiscal Situation, Comparing Solana and Ethereum, and How Staking Works
In Plus episode 545, we discuss the implications of Japan's 10-year government bond reaching its highest yield since 2008. We also compare the crypto token Solana with Ether and explore how to earn yield by staking them. … [Read more...]
544 Plus: Are Equity Buffer ETFs Adequate Substitutes for a Bond Allocation?
In Plus episode 544, we model various buffer ETF strategies over a 35 year period to see how they perform relative to the bond market. We consider which defined outcome ETF approach could substitute for bonds, and how they compare to deferred fixed annuities. … [Read more...]
November 2025 Investment Strategy Commentary
In this week's Plus episode, we discuss what happened, where are we now, and where are we heading when it comes to financial markets and economic trends. Our discussion includes the impact of the U.S. government shutdown on assessing investment conditions. We also examine the staggering growth in AI infrastructure investment and provide an update on earnings per share growth and valuations. … [Read more...]
543 Plus: Researching Non Listed Stocks, Off Exchange Trading, and Prediction Markets
In Plus episode 543, we examine the process and viability of researching and investing in private companies that seek capital from individual investors. We explore off-exchange trading venues, apart from traditional stock exchanges such as the NYSE and NASDAQ. We also consider what percentage of trading volume is generated by retail investors. Finally, we analyze the evolution of prediction markets, such as Polymarket and Kalshi. … [Read more...]
542 Plus: Why Always ChatGPT, Selling Gold, Model Portfolio Answers, and Funding a Short-term Liability
In Plus episode 542, David shares why he often uses ChatGPT for his AI examples. He discusses his recent trade to sell some gold. He explains the rationale for the small-cap stock ETFs used in the model portfolios, why equity REITs were moved to the Income portfolio, and how similar the new bond ETFs are to the mutual funds they replaced. Finally, we discuss managing FOMO and funding short-term liabilities. … [Read more...]
541 Plus: Asset Class Returns for the Past Decade, Emerging Markets Local Bonds, and a Model Portfolio Question
In Plus episode 541, we review the Money for the Rest of Us Plus asset class return assumptions from a decade ago to see how our predictions turned out. We look at how to invest in emerging markets local currency bonds and the reasons for doing so. Finally, we answer a member's question on the model portfolios. … [Read more...]
540 Plus: Model Portfolio Changes
In Plus episode 540, we discuss model portfolio changes, including the addition of new models, switching to all ETFs, and broadening the small-cap equity exposure. We also discuss the ongoing work to update the website's menu structure, making it easier for Plus members to navigate. … [Read more...]
October 2025 Investment Strategy Review
We review what happened, where we are now, and where we are heading for the economy and financial markets as of early October 2025. … [Read more...]
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