In Plus episode 424, we review a recent portfolio trade David made. We look at the valuations of stocks versus bonds. We consider why more preferred stocks are non cumulative versus cumulative. Finally, we review an ETF that invests in AI. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 424 Plus Show … [Read more...]
418: Bond Investing Masterclass
What you need to know to confidently invest in bonds. Topics covered include: Show Notes A Complete Guide to Investing in I Bonds and TIPS—Money for the Rest of Us Sponsors Money Pickle - Schedule a free 45-minute video chat with a vetted financial advisor and ask them anything about your financial situation. Go here to schedule your free session. Fundrise - The largest direct-to-investor alternative investment platform in the U.S. Related Episodes 337: Why in the … [Read more...]
377 Plus: March 2022 Investment Conditions and Why Bonds
In Plus Episode 377, we review investment conditions as of early March 2022 given the heightened level of certainty arising from Putin's war against Ukraine. We also assist a member who is trying to decide how much bond exposure to have. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » Plus Episode 377 Show Notes March … [Read more...]
349 Plus: SPAC ETFs, Sector Allocation, and the Frustration of Bonds
In Plus episode 349, we look at why investing in special purpose acquisition companies (SPACs) and SPAC ETFs is even less compelling now given the number of new SPACs. Why David is winding down his SPAC experiment. We explore the challenges of trying to overweight and underweight different stock sectors. We review why it is a frustrating time for bonds investors and why we can't fight the bond market. Also, we look at how the relationship between starting yield to maturity and subsequent … [Read more...]
337: Why in the World Would You Own Bonds?
With interest rates rising does it still make sense to own bonds? Yes. This episode explores the role of bonds including why they are more effective at hedging stock losses than protective put options. Topics covered include: Show Notes What I think, not what I thought - Jason Fried Why in the World Would You Own Bonds When... - Ray Dalio Explainer: Foreign access to China's $16 trillion bond market - Reuters The True Cost of Hedging S&P Downside - Movement … [Read more...]
279 Plus: December 2019 Portfolio Review, A Member Profile and Why Bonds
In Plus episode 279 for the week of December 6, 2019, we review changes to David's portfolio and discuss why there haven't been changes to the model portfolios in the past year. We review a member's portfolio and discuss his 25% allocation to an actively managed separate account. We discuss the criteria the member uses to evaluate the manager. Finally, we review why investors would want to own bonds. … [Read more...]
194 Plus: Why Bonds, S&P forward P/E and KYN Merger
This week March 3, 2018 on Money For the Rest of Us Plus, we answer why an investor would ever own bonds if they are going to lag the stock market. We look at the impact of tax reform and a lower corporate tax rate on S&P 500 Index valuations. Finally, we look at the ramifications of the merger of two Kayne Anders closed end funds. … [Read more...]
