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...]
313: No One Is Entirely a Buy and Hold Investor
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...]
288 Plus: Pandemic Market Conditions Update, Why Value Has Underperformed, and YieldStreet Prism Fund
In Plus episode 288 for the week of February 29, 2020, we review the week's market carnage, what is driving it, and what to look for to decide to reduce or increase exposure to stocks. We look at what has caused the underperformance of the iShares Edge MSCI International Value ETF (IVLU) and other value strategies and why the ETF remains in the model portfolios. Finally, we analyze the YieldStreet Prism Fund to see if it is worth investing in. … [Read more...]
285 Plus: Dividend Investing and BLS Employment Report Revisions
In Plus episode 285 for the week of February 1, 2020, we review factors to consider when building a dividend portfolio. We analyze whether high dividend-paying stocks or stocks with high dividend growth rates are more attractive currently. We also consider how a dividend ETF's structure can lead to some odd rebalancing behavior. Finally, we review the upcoming Bureau of Labor Statistics benchmark revisions that will show much lower job creation than previously reported in the past two years … [Read more...]
262/263 Plus: August 2019 Portfolio Update, TIPs and a Long/Short Growth Value ETF
In Plus episode 262/263 for the week of August 8, 2019, we discuss a recent impact investment David made and several investments he chose not to make and why. We compare investing in Treasury Inflation Protection Securities (TIPs) versus investing in I-bonds. Finally, we analyze the Direxion Russell 1000 Value Over Growth ETF (RWVG). … [Read more...]
135 Plus: Investing Cash, Active Versus Passive, and SEC Yields
This week December 3, 2016 on Money For the Rest of Us Plus we look at why the model portfolios are a jumping off point to investing rather than a one size fits all solution. We discuss using actively managed funds to complement passive ETFs. We explore how SEC yields are calculated and how yield to maturity assumes reinvestment of interest/dividends. Finally, we look at where cash should be invested. Audio duration: 18:44 … [Read more...]
MNY128 Plus: How Much Is Too Much In One Portfolio Holding?
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...]
102: What It Takes To Be A Value Investor
Why the value style outperforms growth investing, and what are the attributes of successful value investors. In this episode you'll learn: What drives the long-term performance of stocks. What it takes for a stock to outperform the market. Why growth stocks underperform value stocks. What are the qualities of skilled value managers. What is risk. Show Notes The Oakmark Fund First Quarter 1999 Shareholder Letter by Robert Sanborn The Baupost Group Margin of … [Read more...]
70: Rule #1 and the Investor’s Journey
Should you invest like Warren Buffet? How your temperament, experiences, interests and skills influence how you invest. Plus why most passive index investors unknowingly make active investment decisions. Photo by J.D. Stein In this episode you'll learn: How investing is like being on a hero's journey.How to invest like Warren Buffet and Phil TownWhy most active managers don't beat the market.What is the efficient market hypothesis.What assets and weights comprise the … [Read more...]
The Difference Between Growth and Value Style Indices
This audio lesson discusses growth and value indices, how they are constructed and their characteristics. The episode length is 7 minutes. … [Read more...]