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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, … [Read more...]
Portfolio Trade: Reinvesting Real Estate Sale Proceeds
Become a Member If you would like read about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Today, David added two new ETFs to his portfolio and increased his allocation to an existing ETF. Proceeds for these purchases came from the sale of David's farm, which closed this month. With these trades, David has begun to reinvest the cash from the farm sale. DEM and IVLU Consistent with the recent changes to the … [Read more...]
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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do … [Read more...]
