Money For The Rest of Us

Investment help and financial guidance for the rest of us.

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370 Plus: Investing in Latin America Stocks, TIPS, and Single-Family Rental Homes

In Plus Episode 370, we review the inexpensive valuations for Latin American equities and what has driven the underperformance. We consider options for investing in Latin America and Brazil. We analyze the investment case for Treasury Inflation Protection Securities in the current interest rate environment. Finally, we analyze a single-family rental property on the Arrived Homes platform to determine if it is an attractive investment. … [Read more...]

368 Plus: Exchange Traded Commodities, Active ETF Families, and the Comptroller of Currency

In Plus Episode 368, we explore how exchange-traded commodities compare with commodity exchange-traded funds and commodity exchange-traded notes. We consider less aggressive actively managed exchange-traded funds to complement the more aggressive ARK Innovation ETF (ARKK). Finally, we explore what the U.S. Office of the Comptroller of Currency does. … [Read more...]

366 Plus: Updated Expected Returns, a New Real Estate Investment, and the Vanguard Managed Allocation Fund

This week on Plus Episode 366, we review the changes to the 10-year expected returns for different asset classes used in the Money For the Rest of Us Plus asset allocation model. We discuss a hotel investment David recently made on the Crowdstreet platform. Finally, we review the Vanguard Managed Allocation Fund (VPGDX). … [Read more...]

365 Plus: Three Member Profiles – A Pension Decision, College Tuition Investment, and a Retirement Portfolio

This week on Plus Episode 365, we help a member decide whether to take a lump-sum pension distribution today, start drawing on the pension today or take a lump sum or draw on the pension in the future. We review investment options for a member who will be paying college tuition in the next two years. Finally, we review a retirement portfolio to see if it is invested too aggressively. … [Read more...]

363 Plus: Portfolio Trades, Equal-weighted Global Stock Indices, and Two New Downside Protection Funds

This week on Plus Episode 363 there is a discussion of two holdings David sold from his portfolio. How equal-weighted global stock investing compares with both sized weighted and fundamental index investing. We also analyze two new funds: the Abraham Trading Fortress Fund (FORTX) and the Simplify Tail Risk Strategy ETF (CYA). … [Read more...]

362 Plus: Return Stacking, Investing in IPOs and a Self Storage Facility

In Plus Episode 362, we review the return stacking / portable alpha investment strategies. We look at whether it's worth it to invest in an IPO at its pre-offering price. Finally, we analyze a private self-storage unit real estate investment. … [Read more...]

361 Plus: Closed-End Fund Tender Offers and Asset Class Returns During High Inflation Environments

In Plus Episode 361, we review the proxy battle that has led to a tender offer by Templeton Global Income Fund (GIM) to purchase up to 70% of its outstanding shares. We consider whether now is the time to sell the fund. We also review two studies on how different asset classes and investment strategies performed during periods of high inflation. … [Read more...]

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