In Plus episode 271 for the week of October 4, 2019 we review the purpose of the model portfolios and recent changes in David's portfolios. We look at the performance of preferred stock in down markets. Finally, we review Vanguard's expected returns for the next decade. … [Read more...]
238 Plus: Federal Reserve Actions, DoubleLine, MBS and REITs
In Plus episode 238 for the week of February 2, 2019 we analyze the recent change by the Federal Reserve to effectively put their policy of raising short-term interest rates on hold. We review a profile of DoubleLine Capital in Kiplinger's and the risks DoubleLine sees in the current investment environment, particularly for rising U.S. interest rates. We evaluate the difference between agency and non-agency mortgage backed securities in terms of default risk. Finally, we look at Cohen … [Read more...]