In Plus episode 426, we analyze how to decide between 5-year TIPS or 5-year certificates of deposit. We explore how real estate investors defer taxes through 1031 exchanges and investing in Delaware Statuatory Trusts. Finally, we compare two higher risk strategies: A balanced portfolio of 3x leveraged ETFs or a return stacking strategy that combines stock and long-term bond exposure. … [Read more...]
258 Plus: July 2019 Portfolio Review, Hiring a Financial Advisor and Delaware Statutory Trusts
In Plus episode 258 for the week of July 6, 2019, David discusses a recent mortgage REIT ETF addition to his portfolio. He also answers a member's question on hiring a financial advisor on a project basis. Finally, we discuss Delaware Statutory Trusts that hold real estate. … [Read more...]