In this Plus episode, we compare the RPAR Risk Parity ETF with other role-based permanent portfolios. We also review how to evaluate and invest in real estate investment trusts. … [Read more...]
281 Plus: Mid Month Update, Conditions for Emerging Market Bonds and REITs
In Plus episode 281 for the week of December 21, 2019, we review the performance of financial markets month-to-date, and recent releases of leading economic indicators. We also review current valuation metrics for emerging market bonds and REITs to see if the environment is appropriate to be increasing exposure. … [Read more...]
247 Plus: April 2019 Portfolio Review and Are REITs a Separate Asset Class
In Plus episode 247 for the week of April 7, 2019, we review David's portfolio and changes he made as of early April 2019 including the recent edition of a global closed-end bond fund. We also answer a member's question as to whether real estate investment trusts should be considered a separate asset class. … [Read more...]
211 Plus: July Portfolio Review, REITs and Inverted Yield Curves
This week July 7, 2018, we review a change to the model portfolios to replace the iShares Currency Hedged MSCI All Country World ETF (HACW), which is closing. We review recent changes David made to his portfolio. Finally, we answer member questions regarding inverted yield curves, increasing REIT exposure and investing more aggressively than the Aggressive Model portfolio. … [Read more...]
MNY145 Plus: REITs, Quantitative Tightening, and Peer-to-peer Lending
This week February 18, 2017 on Money For the Rest of Us Plus we look at an example of how not to estimate REIT returns. We also explore the potential impact as the Federal Reserve reduces the size of its balance sheet. We explore peer-to-peer lending using Lending Loop. Finally, we answer whether one can lose money indexing and how to dollar cost average into portfolios. … [Read more...]
MNY115 Plus: Valuations, Brokerage Collapses and Lazy Portfolios
This week on Money For the Rest of Us Plus we look at U.S. stock market valuations using the Fed Model which compares earnings yield to ten-year treasury bonds. It shows the market is 75% undervalued. We also look at why that notion is absurd, but why we shouldn't ignore relative valuations measures that utilize interest rates. We also look at what would happen if the brokerage firm where you have your assets collapses. We revisit lazy portfolios as we answer a member's asset allocation … [Read more...]
MNY108 Plus: REITs versus Crowdfunding, and Raising Cash
This week on Money For the Rest of Us Plus we discuss the differences between investing in real estate investment trusts and real estate deals on crowdfunding sites. I also answer member questions on raising cash to fund retirement expenses and raising cash based on market conditions. Finally, we discuss portfolios for a three to five year timeframe. The episode length is 15 minutes. … [Read more...]
