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...]
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...]