In Plus episode 391, we review the recent adaptive model portfolio changes to reduce equity exposure and lower credit risk in the bond portfolio. We introduce the new expected return and risk assumptions and address some member questions. Finally, we answer a member's question about selling a single-family rental home and rolling the proceeds into the Peak Housing REIT. … [Read more...]
390 Plus: Why Stock Markets Rise, Analyzing Crowdfunded Real Estate, and Roofstock One
In Plus episode 390, we explore why stock markets generally appreciate over the long-term. We review how to analyze real estate deals sourced from real estate platforms like Crowdstreet. Finally, we review a way to invest in single-family rental homes using tracking stocks available via Roofstock One. … [Read more...]
389 Plus: June 2022 Investment Conditions Audio Commentary
In Plus Episode 389, we review investment conditions as of early June 2022. … [Read more...]
388 Plus: Expected Return Update, Direct Indexing, Strengthening Yen, and Two TIPS CEFs
In Plus Episode 388, we look at how Money For the Rest of Us is seeking to improve its process for estimating long-term asset class returns. We analyze the two new direct indexing offerings from Schwab and Fidelity. We consider whether purchasing Japanese stocks when the yen is weak has led Japanese stocks to outperform the rest of the world as the yen strengthens. Finally, we analyze two closed-end funds that invest in Treasury Inflation Protection Securities (WIA and WIW). … [Read more...]
387 Plus: BlockFi Trade, I Bonds, College Savings, and Comparing Funds and ETFs
In Plus episode 387, David explains why he closed his BlockFi Interest Account. We discuss how the level of real rates can help determine whether to buy a Series I Savings bond or a Treasury Inflation Protection Security. We consider how to invest college savings when the student is approaching the time when the funds need to be used. Finally, we look at expenses, tax efficiency, and tracking error to determine which of four S&P 500 ETFs/funds are preferred. … [Read more...]
386 Plus: Outperforming the Market, Financial Condition Indices, and Reducing Gold Exposure
In Plus episode 386, we explore what the phrase "outperform the market" means. We review several financial condition indices produced by Federal Reserve branches to understand what they mean and what they are currently showing. Finally, we review David's recent trade to reduce gold and provide an update on his other recent trades, including why DSU fell more than a Fidelity Floating rate mutual fund. … [Read more...]
385 Plus: May 2022 Investment Conditions and Who Is Selling?
In Plus episode 385, we look at current investment conditions and why now is not the time to panic. We consider how the 2022 market decline differs from the bear market in 2020. We also consider who are the buyers and sellers when equity markets swing violently from day to day. … [Read more...]
384 Plus: Survey Follow Up, A Stablecoin Collapse, and Trying to Analyze Ripple
On Plus 384, we provide some feedback on the Plus member survey and seek additional insight on how best to structure the monthly investment conditions and strategy report. We look at why Beanstalk, an algorithmic stablecoin discussed in Episode 373, collapsed. Finally, we look at the Ripple (XRP) cryptotoken that has been sued by the SEC. … [Read more...]
383 Plus: Analyzing ETFs, the Debt Cycle, and Investing When Retiring Outside Your Home Country
In Plus Episode 383, we review the criteria for selecting and comparing ETFs. We discuss how to invest near-term living expenses when retired outside one's home country, particularly given U.S. tax laws on Passive Foreign Investment Companies. Finally, we analyze the current debt cycle and whether that should change how we invest. … [Read more...]
382 Plus: How High Will Interest Rates Go, A New Portfolio Holding, and Setting Limit Prices
In Plus Episode 382, we review previous Federal Reserve tightening cycles to see when and at what level longer-term interest rates peaked. We also review a new closed-end fund holding in David's portfolio, the BlackRock Debt Strategies Fund (DSU). This new fund replaces the iShares Interest Rate Hedge Corporate Bond ETF (LQDH). We also discuss how to decide what limit price to set when trading a closed-end fund or ETF. … [Read more...]
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