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You are here: Home / Archives for investment conditions

467 Plus: Fallen Angels, BBB Bonds, Swapping Out Leveraged Loans Funds, and How to Use the Investment Conditions Report

February 24, 2024 by David Stein · Updated February 29, 2024

In Plus episode 467, we explain the resources on Money for the Rest of Us Plus to learn about different asset classes. We explore investing in fallen angel bonds, which are bonds that have recently been downgraded to non-investment grade status. We also explore investing in BBB bonds. David explains his recent portfolio change to swap out his leveraged loan exposure. Finally, we review how to use the investment conditions and strategy report. … [Read more...]

Filed Under: Money Plus Tagged With: bank loans, BBB bonds, BDCs, fallen angels, investment conditions, leveraged loans, portfolio trades

397: How To Invest Based on Cycles

August 10, 2022 by David Stein · Updated August 25, 2022

This episode edits and remasters two earlier episodes on investing based on cycles to focus on timeless investing principles. Topics covered include: What are different types of cyclesWhy do cycles have subjective start and end dates.Why do coincidences happen so often.How to position investment portfolios based on cycles.How luck and skill play a role in investing.Why it is better to invest based on calibrating risk rather than prediction. Show Notes Weiss Research Weiss … [Read more...]

Filed Under: Podcast Tagged With: cycles, investment conditions, Marks (Howard), supercycles

367 Plus: December 2021 Investment Conditions Review

December 4, 2021 by David Stein · Updated December 10, 2021

In Plus Episode 367, we review the potential impact of the Omicron Covid Variant on the global economy and financial markets. We review current valuations, economic trends, and market internals heading into year-end. … [Read more...]

Filed Under: Money Plus Tagged With: COVID-19, investment conditions

173 Plus: How My Investment Approach Evolved Over The Years

September 23, 2017 by David Stein · Updated April 29, 2021

This week September 23, 2017 on Money For the Rest of Us Plus I discuss how my investment process of making asset allocation decisions based on investment conditions evolved over time. I provide specific examples of portfolio trades and performance during the financial crisis of 2008 and 2009 to illustrate that adjusting one's portfolio allocation based on market conditions can be used not only to hopefully reduce volatility but also to increase returns. … [Read more...]

Filed Under: Uncategorized Tagged With: Great Financial Crisis, investment conditions, investment process

168 Plus: Investment Conditions During The Great Financial Crisis and a Portfolio Change

August 12, 2017 by David Stein · Updated May 24, 2021

This week August 12, 2017 on Money For the Rest of Us Plus I discuss a recent change to my portfolio. We look at what the data used in the investment conditions report looked like during the Great Financial Crisis and coming out the other side to see if it would have been helpful in guiding our investment decisions. We also profile a couple who want to retire in five years who have kept 2/3 of their portfolio in cash for most of the economic recovery and now want to get more of their money … [Read more...]

Filed Under: Uncategorized Tagged With: Great Financial Crisis, investment conditions, portfolio change

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