In Plus Episode 417, we consider whether there is an optimal price to renter the S&P 500 Index or other asset classes. We discuss what disinflation means. We consider what is a reasonable allocation to public and private real estate. We consider the impact of foreign withholding taxes on dividends. Finally, we look at the current closed-end fund landscape. … [Read more...]
416 Plus: Updated Expected Return Assumptions, Will the Dollar Stay Strong, and More on Dollar Cost Averaging
In Plus Episode 416, we review the methodology Money For the Rest of Us uses to develop expected returns for different asset classes. We review the latest expected returns and how they differ from six months ago. We discuss dollar cost averaging in the face of a potential recession. Finally, we discuss whether we should consider the current level of the dollar when investing outside of the U.S. … [Read more...]
415 Plus: January 2023 Investment Conditions Commentary
In Plus episode 415, we review 2022 financial performance and discuss the current outlook based on year-end investment conditions. … [Read more...]
414 Plus: Emerging Markets Latin America Stocks, Bank Safety and Investing Lump Sums
In Plus episode 414, we review the current valuations of Latin American stocks, deconstruct historical performance, and develop estimates for returns over the next decade. We review ETFs for investing in Latin American stocks and consider the risks. We also review how to decide if a high-yield savings account at a bank is safe and how to be protected. Finally, we review investing a lump sum payment all at once or dollar cost averaging. … [Read more...]
413 Plus: December 2022 Investment Conditions Commentary
In Plus episode 413, we review why investment conditions were upgraded to low neutral YELLOW from RED. … [Read more...]
411 & 412 Plus: Floating Rate Treasuries, TFLO, Real Yield Curves, Trust, and GBTC
In this combined Plus episode 411 and 412, we explore how U.S. Treasury Floating Rate Notes work, and why they are cash equivalents. We discuss the iShares Treasury Floating Rate Bond ETF (TFLO) that invests in U.S. Treasury Floating Rate notes. We compare nominal and real inverted yield curves. We discuss how trust ebbs and flows. Finally, we explore why trust has lessened in the Grayscale Bitcoin Trust (GBTC). … [Read more...]
410 Plus: TIPS Auction Results, Normal Interest Rates, 90/10 Portfolios, and Financial Independence
In Plus episode 410, we review the results from the recent TIPS auction that David participated in. We look at what determines interest rates and whether there is a normal level. We discuss Warren Buffett's recommended portfolio allocation for a trust he set up. Finally, we look at what financial independence means. … [Read more...]
409 Plus: Buying TIPS at Auction, Building a TIPS Ladder, and Deciding Between Short-term and Long-term Bonds
In Plus Episode 409, we introduce the Money For the Rest of Us affiliate program. We discuss the complexities of purchasing a Treasury Inflation Protection Security at a reopened U.S. Treasury auction. We consider why yields on newly issued TIPS are lower than the yield on TIPS that have been outstanding for a while, even though both bonds have the same maturity. Finally, we consider how to decide between owning short-term bonds versus long-term bonds. … [Read more...]
408 Plus: November 2022 Investment Conditions Commentary
In Plus episode 408, we explore current asset class valuations, economic trends, and market internals to see what if any changes investors should make with their portfolios. … [Read more...]
407 Plus: More on Annuities, Real Estate, Yield Curve, Strong Dollar, and Zombie Firms
In Plus Episode 407, we continue our discussion on fixed annuities and fixed index annuities. We discuss real estate crowdfunding platforms, inverted yield curves, Series I savings bonds, and is now a good time to invest outside the U.S. given the strong dollar. Finally, we explore what zombie firms are and whether they could cause a market crash. … [Read more...]
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