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You are here: Home / Archives for Plus Episodes

425 Plus: Bank Contagion Update, Mid Cap Value ETFs, SEC Yields, and Deciding When to Retire

March 18, 2023 by David Stein · Updated March 22, 2023

In Plus episode 425, we provide an update on the U.S. banking situation and the potential impact on financial markets and the economy. We look at mid-cap value investing and profile three mid-cap value ETFs. We also review a small-cap value with momentum ETF. We review what unsubsidized SEC yields are. Finally, we consider whether a member has enough to retire. … [Read more...]

Filed Under: Uncategorized Tagged With: bank runs, mid cap stocks, retirement, retirement planning, small cap stocks

424 Plus: CLO ETF Trade, Bonds vs Stocks, Preferred Stock Dividends, and AI ETFs

March 11, 2023 by David Stein · Updated March 29, 2023

In Plus episode 424, we review a recent portfolio trade David made. We look at the valuations of stocks versus bonds. We consider why more preferred stocks are non cumulative versus cumulative. Finally, we review an ETF that invests in AI. … [Read more...]

Filed Under: Money Plus Tagged With: AI, artificial intelligence, bonds - why own, CLOA, IRBO, portfolio trades, preferred stocks, stock valuations

423 Plus: March 2023 Investment Conditions Commentary

March 4, 2023 by David Stein · Updated March 29, 2023

In Plus episode 423, we review economic trends, asset class valuations, earnings expectations, and market internals as of early March. February was a case of good news being bad. … [Read more...]

Filed Under: Uncategorized

422 Plus: A TIPS Trade, TIPS Taxes, Wash Sale Update, and Finding Alternative Investment Funds

February 25, 2023 by David Stein · Updated March 28, 2023

In Plus episode 422, we discuss a recent TIPS purchase David made. We review how TIPS are taxed, including what are original issue discounts. We look at examples of tax loss harvesting trades that Schwab Intelligent Portfolios made that they don't believe violate the wash sale rule. Finally, we discuss the challenge for individual investors in finding alternative investment managers in the venture capital and leveraged buyout areas. … [Read more...]

Filed Under: Money Plus Tagged With: alternative investments, OID, original issue discount, tax-loss harvesting, TIPS, wash sales

421 Plus: Follow Up to Hiring an Investment Advisor and DoubleLine’s New Bond ETF

February 18, 2023 by David Stein · Updated February 24, 2023

In Plus episode 421, we revisit a situation from Episode 389 in which a member was interviewing investment advisors to see what he decided to do. We also compare DoubleLine's new DoubleLine Opportunistic Bond ETF (DBND) to other ETFs and mutual funds the firm offers. … [Read more...]

Filed Under: Uncategorized Tagged With: DBLTX, DBND, DFLEX, DoubleLine, financial advisors, investment advisors, TOTL

420 Plus: Member Case Study Follow-Up and AI Investing

February 11, 2023 by David Stein · Updated February 24, 2023

In Plus episode 420, we follow up with two members featured in previous Plus episodes about what they chose to do. We analyze investing using AI including the AI Equity Powered ETF (AIEQ). … [Read more...]

Filed Under: Uncategorized Tagged With: AI, artificial intelligence, member portfolio review, quantitative trading

419 Plus: February 2023 Investment Conditions Commentary

February 4, 2023 by David Stein · Updated February 22, 2023

In Plus episode 419, we review the current state of financial markets and the global economy. We also share our outlook. … [Read more...]

Filed Under: Uncategorized

418 Plus: Mortgage REIT Preferred Stock, Debt Ceiling Standoff, and Fallen Angel Bonds

January 28, 2023 by David Stein · Updated February 20, 2023

In Plus episode 418, we review the current status of mortgage REITs and analyze the mortgage REIT preferred stock David recently purchased. We consider whether investors should move assets out of cash until the debt ceiling standoff is resolved. We consider options the U.S. Treasury has to meet its obligations including minting a trillion-dollar coin. Finally, we look at two ETFs that invest in bonds that have recently been downgraded to non-investment grade from investment grade. … [Read more...]

Filed Under: Money Plus Tagged With: debt ceiling, fallen angels, high yield bonds, mortgage REITs, national debt, non-investment grade bonds, preferred stocks, REIT preferreds

417 Plus: Which Assets Now, How Much in Real Estate, Disinflation, Foreign Taxes, and CEFs

January 21, 2023 by David Stein · Updated January 31, 2023

In Plus Episode 417, we consider whether there is an optimal price to renter the S&P 500 Index or other asset classes. We discuss what disinflation means. We consider what is a reasonable allocation to public and private real estate. We consider the impact of foreign withholding taxes on dividends. Finally, we look at the current closed-end fund landscape. … [Read more...]

Filed Under: Money Plus Tagged With: asset allocation, closed-end funds, disinflation, dividends, real estate, taxes

416 Plus: Updated Expected Return Assumptions, Will the Dollar Stay Strong, and More on Dollar Cost Averaging

January 14, 2023 by David Stein · Updated January 31, 2023

In Plus Episode 416, we review the methodology Money For the Rest of Us uses to develop expected returns for different asset classes. We review the latest expected returns and how they differ from six months ago. We discuss dollar cost averaging in the face of a potential recession. Finally, we discuss whether we should consider the current level of the dollar when investing outside of the U.S. … [Read more...]

Filed Under: Uncategorized Tagged With: dollar cost averaging, expected returns, U.S. dollar

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J. David Stein
Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737

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