In Plus episode 436, we discuss why Asset Camp is separate from Plus membership even as charts and data from Asset Camp are used in materials on the Plus membership site, including the monthly investment conditions and strategy report. We also explore the difference between qualified and non-qualified dividends according to the U.S. tax code. Finally, we look at transferring to a separate share class for a given mutual fund. … [Read more...]
435 Plus: June 2023 Investment Conditions Commentary
In Plus episode 435, we discuss why we bother producing and consuming a monthly investment conditions report when most of the time over the past nine years investment conditions have been neutral. We also review current economic trends, valuations, and market internals and discuss an appropriate portfolio positioning given overall investment conditions. … [Read more...]
434 Plus: Model Portfolios Overview, Why DFJ, and Icahn Enterprises Follow Up
In Plus episode 434, we review the Money For the Rest of Us Plus model portfolios, their history and how they are used. We discuss why the WisdomTree Japan Small Cap Dividend ETF (DFJ) is included in the models. Finally, we discuss what has transpired with Icahn Enterprises (IEP) since the release of episode 422 on Carl Ichan. … [Read more...]
433 Plus: Wealth Trackers Review, How Many Bond Funds, Inflation and the Trillion Dollar Coin
In Plus episode 433, we compare Kubera to Exirio. We discuss bond portfolio structure and compare the DoubleLine Core Fixed Income Fund to the DoubleLine Total Return Bond Fund. Finally, we discuss how federal budget deficits, quantitative easing, quantitative tightening, and minting a trillion coin contribute to wealth, liquidity, and inflation. … [Read more...]
432 Plus: Where To Invest In Bonds Now and a Cockroach Role-Based Portfolio
In Plus episode 432, we compare investing in CDs, municipal bonds, investment grade corporate bonds, U.S. Treasuries, or TIPS in the current investment environment. We also analyze a version of a role-based permanent portfolio that incorporates long volatility and trend-following strategies. … [Read more...]
431 Plus: May 2023 Investment Conditions Commentary
In Plus episode 431, we provide an update on the U.S. banking crisis and its potential impact on the global economy and financial markets. We also look for evidence of financial stress and review corporate earnings, asset class valuations, and market internals. … [Read more...]
430 Plus: Merriman Two Fund For Life Portfolio and Premium Income Barrier ETFs
In Plus episode 430, we analyze the risk and reward of combining a target date retirement fund with a small cap value allocation. We also analyze Innovator ETFs' new Premium Income Barrier outcome-based ETFs. … [Read more...]
429 Plus: Stocks and Inflation, Emerging Markets Bonds
In Plus episode 429, we consider how stocks perform during periods of high inflation by looking at the example of Argentina and a recent academic study on the topic. … [Read more...]
428 Plus: CMBS Risks, ETF Replacements for Money Market Mutual Funds, and Comparing Two Value ETFs
In Plus episode 428, we explore how commercial mortgage-backed securities work. We look at ETF options that are similar to money market mutual funds. We analyze the U.S. Benchmark Series, a new ETF family, where each ETF owns only one U.S. Treasury security. Finally, we compare the Cambria Shareholder Yield ETF (SYLD) to the Distillate US Fundamental Stability & Value ETF (DSTL). … [Read more...]
427 Plus: April 2023 Investment Conditions Commentary
In Plus episode 427, we review economic trends, asset class valuations, and financial market trends in light of the banking scare last month. … [Read more...]
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