In Plus episode 566, we share the audio from our recent livestream.
We discuss what is going on with the bond market and under what circumstances should investors should sell intermediate bond funds.
David reviews his trades over the past several years and what he has learned.
We share how to document loans between family members and what interest rate to charge.
We revisit the different ways to calculate investment performance. We share a new TIPS Ladder tool on the Money for the Rest of Us website.
Finally, we discuss rebalancing and how David goes about it.
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Show Notes
Slides for October 2026 Livestream
Money for the Rest of Us TIPS Ladder Tool
Investments Mentioned
State Street DoubleLine Total Return Tactical ETF (TOTL)
DoubleLine Multi-Sector Income ETF (DMX)
Global X Renewable Energy Producers ETF (RNRG)
Vanguard FTSE Emerging Markets ETF (VWO)
WisdomTree Emerging Markets High Dividend ETF (DEM)
iShares MSCI India ETF (INDA)
Wasatch Emerging India Fund (WAINX)
Tweedy Browne Global Value Fund (TBHDX)
iShares MSCI International Value Factor ETF (IVLU)
iShares MSCI United Kingdom Small-cap ETF (EWUS)
Simplify Interest Rate Hedge ETF (PFIX)
Simplify Volatility Premium ETF (SVOL)
WisdomTree Equity Premium Income Fund (WTPI)
abrdn Global Infrastructure Income Fund (ASGI)
Harbor Long-term Growers ETF (WINN)
iShares Future Exponential Technologies ETF (XT)
Vanguard FTSE All-World ex-US Small-Cap ETF (VSS)
Avantis International Small Cap Value ETF (AVDV)
Schwab Fundamental Intl Small Equity ETF (FNDC)
Barings Corporate Investors (MCI)
DoubleLine Income Solutions Fund (DSL)
