In Plus episode 440, we revisit when and why to rebalance a portfolio. We analyze the PIMCO Income Fund to see if the dividend is sustainable. We compare the Dodge & Cox Income Fund to the DoubleLine Core Bond Fund. Finally, we consider whether owning a small business can help individuals live like they are already retired. … [Read more...]
439 Plus: New Portfolio Trades, Market Temperature, Providing Investment Help, and TFLO
In Plus episode 439, we continue discussing AI large-language models and how to think about them. David shares two AI-influenced trades in his portfolio. We review a recent editorial by Howard Marks on market timing and the market's temperature. We discuss how to help family members and friends with investment-related challenges. Finally, we discuss how ETF and mutual fund distributions impact the price, using TFLO as an example. … [Read more...]
438 Plus: July 2023 Investment Conditions Commentary
In Plus episode 438, we review financial market returns, economic trends, and asset class valuations as of early July 2023. … [Read more...]
437 Plus: Federal Home Loan Bank Bonds and an Advantage of Closed-End Fund Premiums
In Plus episode 437, we explore the history of the 90-year-old Federal Home Loan Bank, and why its bonds can be attractive to individual investors. We also explore how closed-end funds that sell at a consistent premium to net asset value can pay a higher dividend, partly funded by issuing new shares. … [Read more...]
436 Plus: Asset Camp and Plus Membership, Qualified Dividends, and Mutual Fund Share Classes
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...]
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