This week on Plus episode 481, we review why overall investment conditions were updated to neutral YELLOW from low neutral. David also explains why he no longer intends to take profits in Bitcoin, but will continue to hold it for the long-term. … [Read more...]
480 Plus: U.S. Treasury Auctions, Fundamental Index, and a Peer Street Bankruptcy Update
In Plus episode 480, we explore how Treasury auctions work and what metrics are monitored to assess whether demand is strong or weak. We review the performance of fundamental indexing relative to value strategies and size-weighted indexes. Finally, we look at likely recoveries for investors on the bankrupt Peer Street crowdfunding platform. … [Read more...]
478 and 479 Plus: Public and Private REIT Update, Analyzing Individual Stocks, Comparing Brokerage Firms, and Direct Indexing
In this combined Plus episodes 478 and 479, we review public equity REITs' historical performance, expected returns, and current valuations. We also compare public equity REITs to private REITs and explain why private REITs continue to limit redemptions. We review how stock managers evaluate individual stocks. We compare Schwab's, Fidelity's, and Vanguard's ownership and explain why Schwab has less compelling cash sweep options. Finally, we look at FREC, a new competitor in the direct … [Read more...]
477 Plus: May 2024 Investment Conditions
In Plus episode 477, we review why financial markets sold off in April and how to position our portfolios going forward. … [Read more...]
476 Plus: Reflections on Money for the Rest of Us Plus Ten Years Later
In Plus episode 476, David shares his thoughts on where Money for the Rest of Us and Plus membership has come and where it is going. … [Read more...]
475 Plus: Convertible Bonds, Treasury ETFs, Cash Equivalents and Taxes on RSUs
In Plus episode 475, we review investment conditions for convertible bonds. We answer a member's question on investing in Treasury ETFs and cash. Finally, we discuss the tax consequences when restricted stock units vest. … [Read more...]
474 Plus: Who Really Owns Our Stock Shares, a New Private Tech Company CEF, and a Canadian Cash Equivalent
In Plus episode 474, we review what it means that investors who purchase stock through a brokerage firm don't really own the stock but are only entitled to the dividends. We explore a new closed-end fund, DXYZ, that invests in private technology companies like SpaceX. Finally, we review a Canadian cash equivalent ETF, HSAV, that allows investors to avoid paying income tax. … [Read more...]
473 Plus: April 2024 Investment Conditions and Exiting AMJ
In Plus episode 473, we review investment conditions as of early April 2024. We consider options for rebalancing away from U.S. stocks after their 30% gain in the past year. David also shares why we sold the JP Morgan Alerian MLP ETN. … [Read more...]
472 Plus: When to Use Option Writing Strategies, Premium Income Barrier ETFs, and Performance Tracking Apps
In Plus episode 472, we compare covered call and put writing strategies to Innovator's Premium Income Barrier ETFs. We consider how option writing strategies fit into a portfolio. Finally, we briefly discuss three options for tracking net worth and portfolio performance. … [Read more...]
471 Plus More on Covered Calls, Shorting Volatility, and Investing Emergency Funds
On Plus episode 471, we compare covered call strategies, selling puts, and shorting volatility. We explore the purpose of emergency funds and how to invest them. … [Read more...]
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