In Plus episode 448, we discuss speculations in marijuana stocks and AI. We explore how dividend reinvestment programs work, and the benefits of making sure there is congruence between one's personality and how one invests. Finally, we discuss what to consider when purchasing and developing a property in Mexico or another country. … [Read more...]
447 Plus: The Tax Impact of Active Stock Funds, Municipal Bonds, and Balancing Cash and Longer-term Bonds
In Plus episode 447, we discuss how to calculate the performance impact of capital gains tax distributions for an active stock mutual fund. We answer a member's question on what to do with a portfolio of individual municipal bonds selected by their previous investment advisor. Finally, we explore the decision between holding high-yielding cash or locking in higher coupon rates on longer-term bonds. … [Read more...]
446 Plus: September 2023 Investment Conditions and Strategy Commentary
In Plus episode 446, we review why the consensus believes the global economy can achieve a soft landing. We also consider why interest rates are rising. We look at how the stock market has performed since central banks began aggressively raising policy rates. We also review the performance of the model portfolios since we reduced risk in the adaptive models in June 2022. … [Read more...]
445 Plus: More on Estimating Bond Fund Returns and Spin-Off Investing
In Plus episode 445, we reference an academic study as we try to better explain why the starting yield to maturity is a good estimate of a bond fund's or ETF's annualized return if the holding period is long enough. We also explore spin-off investing in which a parent company divests a division or subsidiary. We review how the parent and child companies perform. … [Read more...]
444 Plus: Master Limited Partnerships, Differing Bond Yield Calculations, and AI Model Hallucinations
In Plus episode 444, we provide an update on master limited partnerships. We look at the differing bond yield calculations for bond funds and ETFs, and why there can be a disconnect between yield to maturity and the SEC yield. Finally, David shares his bizarre experience trying to get ChatGPT 4 to correct a podcast transcript. … [Read more...]
443 Plus: U.S. Debt Downgrade, Vanguard Cash Plus Account, and Crowdstreet Fraud
In Plus episode 443, we consider the repercussions of Fitch downgrading U.S. government debt and how to monitor the debt situation. We analyze Vanguard's new cash options. Finally, we review the recent fraud accusations for one of the real estate investments hosted on the Crowdstreet real estate platform. … [Read more...]
442 Plus: August 2023 Investment Conditions Commentary
In Plus episode 442, we review economic trends, asset class valuations and market internals as of early August 2023. We consider how the consensus appears to expect a soft landing, but that it is not yet showing up in leading economic indicators. We review what determines the level of interest rates and why U.S. interest rates are rising. … [Read more...]
441 Plus: Fixed Rate Debt, Japan and Yield Curve Control, Activist Short Sellers, Treasuries and Taxes
In Plus episode 441, we consider the economic impact of private-sector fixed-rate debt versus variable-rate debt. We discuss the Bank of Japan's apparent abandoning of yield curve control. When Treasury bondholders have to pay capital gains tax. Finally, we analyze activist short sellers. … [Read more...]
440 Plus: What Age to Rebalance, PIMCO Income Fund, Comparing Two Other Bond Funds, and Buying a Small Business
In Plus episode 440, we revisit when and why to rebalance a portfolio. We analyze the PIMCO Income Fund to see if the dividend is sustainable. We compare the Dodge & Cox Income Fund to the DoubleLine Core Bond Fund. Finally, we consider whether owning a small business can help individuals live like they are already retired. … [Read more...]
439 Plus: New Portfolio Trades, Market Temperature, Providing Investment Help, and TFLO
In Plus episode 439, we continue discussing AI large-language models and how to think about them. David shares two AI-influenced trades in his portfolio. We review a recent editorial by Howard Marks on market timing and the market's temperature. We discuss how to help family members and friends with investment-related challenges. Finally, we discuss how ETF and mutual fund distributions impact the price, using TFLO as an example. … [Read more...]
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