This week on Plus episode 539, we share some feedback on the Plus member survey, and David reviews his process for creating investment-related content. We also review an insight piece by DoubleLine on collateralized loan obligations. Finally, we discuss why Morningstar downgraded its view on the WisdomTree Emerging Market High Dividend Fund (DEM), one of the adaptive model portfolio holdings. … [Read more...]
Portfolio Trade: Reinvesting Real Estate Sale Proceeds
343 Plus: Mid Month Update, Adaptive Model Portfolio Changes, and Preferred Stocks
In Plus Episode 343, we review the latest data including Federal Reserve minutes and Japan's economic challenges. We discuss the recent adaptive model portfolio changes, the new holdings, and the rationale for the changes given the increased risk of higher inflation. Finally, we review why preferred stocks have tended to outperform bonds during periods of rising interest rates. … [Read more...]
