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You are here: Home / Archives for investment philosophy

378 Plus: A Frustrating Time To Invest and Did BulletShares Underperform?

March 12, 2022 by David Stein · Updated March 23, 2022

In Plus Episode 378, we discuss the fear, uncertainty, and frustration we can feel investing in the current environment. We also look at how to estimate the performance of BulletShare ETFs, which are ETFs that hold bonds and have fixed maturities. We consider why a member's BulletShare ETF fell well short of his expectations. … [Read more...]

Filed Under: Uncategorized Tagged With: bonds, bullet ETFs, investment philosophy, uncertainty

376: What Investment Style Fits Your Personality?

February 23, 2022 by David Stein · Updated March 15, 2022

How to decide the investing scale and timeframe that works best for your temperament. Topics covered include: How stocks perform in the days and weeks following catastrophic eventsWhat are some potential financial impacts of Russia's invasion into UkraineHow complex systems operate at different scales and timeframesWhat are examples of different scales and timeframes for investingHow tactical asset allocation strategies workWhy schema and rules of thumb develop and how do they get … [Read more...]

Filed Under: Podcast Tagged With: investing rules, investment philosophy, investment styles, panarchy, rules of thumb, time

354: Now Is the Best Time Ever to Be an Individual Investor

August 18, 2021 by David Stein · Updated September 8, 2021

What are the advantages and disadvantages individual investors have relative to professional investors. How individual investors can capitalize on their advantages without being overwhelmed by too many choices. Topics covered include: How much have fees and commissions dropped for individual investors in the past two decadesHow the overall objective of individual investors differs from professional investorsWhy the smaller scale at which individual investors operate provides an … [Read more...]

Filed Under: Podcast Tagged With: fees, investing rules, investment philosophy, Kahneman (Daniel), rules of thumb

351 Plus: Using Stop Losses and a Framework for Evaluating Private Investment Funds

July 31, 2021 by David Stein · Updated November 9, 2021

In Plus Episode 351, we explore how stop losses work and whether they can be effective or not. We also discuss a framework for evaluating private investment partnerships, such as commercial real estate funds. … [Read more...]

Filed Under: Uncategorized Tagged With: investing framework, investing rules, investment philosophy, private capital, private equity, private investments, private real estate, stop loss

313: No One Is Entirely a Buy and Hold Investor

September 9, 2020 by David Stein · Updated September 1, 2021

What are the numerous decisions individuals have to make in managing their investment portfolios. Topics covered include: Why individual investors should invest like family offices and university endowments in order to build and preserve wealthWhy even buy and hold investors make portfolio changesWhat are examples of the numerous decisions individuals have to make in overseeing their investment portfoliosHow badly have value stocks underperformed growth stocksHow our mindset should … [Read more...]

Filed Under: Podcast Tagged With: asset allocation, buy-and-hold, investment philosophy, investment styles, investment vehicles, private capital, regret

287 Plus: Coronavirus Update, Mid Month Investment Conditions and Overcoming the Fear of Investing

February 22, 2020 by David Stein · Updated April 29, 2021

In Plus episode 287 for the week of February 22, 2020, we review the spread of the coronavirus pandemic and the typical growth pattern and duration of pandemics. We evaluate recent economic releases, including the downbeat U.S. services PMI flash report, to see how they reflect the impact of the coronavirus. Finally, we assist a member who has had difficulty investing the proceeds of a home sale. … [Read more...]

Filed Under: Uncategorized Tagged With: COVID-19, investment philosophy, investment process, pandemics, regret

MNY128 Plus: How Much Is Too Much In One Portfolio Holding?

October 15, 2016 by David Stein · Updated April 29, 2021

This week on Money For the Rest of Us Plus we answer a member's question on why the conservative model portfolio has such a large percentage in one holding and whether that could be considered conservative. We also review some important considerations when calculating performance for one of your ETF or fund holdings. Finally, I provide an update on the Money For the Rest of Us Hub app. … [Read more...]

Filed Under: Uncategorized Tagged With: investment philosophy, investment styles, performance calculation, portfolio concentration

MNY036 Plus: Pockets of Wealth and Three Investment Legs

December 27, 2014 by David Stein · Updated April 29, 2021

In this week's Money For the Rest of Us Plus episode, I discuss how as we get monetary wealth our time wealth and mobile wealth can fluctuate. In other words, we might have pockets of time when we can travel and then return to working. I also sharing the three legs of investing and their hierarchy. Diversification comes first, followed by adjusting our exposure to stocks based on market conditions. Finding undervalued baskets of securities is third in the hierarchy as adjusting our … [Read more...]

Filed Under: Money Plus Tagged With: investment philosophy, travel

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