In Plus episode 555, David describes two portfolio changes in his portfolio. He shares a recent forum post on the downsides to holding cryptocurrency as an ETF. We review reasons to sell an asset. Finally, we answer a member's question regarding MLPs. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 555 Plus Show … [Read more...]
466 Plus: When ETNs Mature, Long Angle Community, and a Long Duration Credit Muni CEF
In Plus episode 466, we review the exchange offer for the JP Morgan Alerian MLP ETN (AMJ). The original ETN is set to mature in May 2024. David shares his experience and thoughts on the Long Angle community. Finally, we analyze the Nuveen Municipal Credit Income Fund (NZF). Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 466 … [Read more...]
459 Plus: TIPS Liquidity, a new MBS ETF, Closed-end Fund ETFs, and MLP Data
In Plus episode 459, we discuss who is on the other side of the TIPS trade. We analyze the Simplify MBS ETF (MTBA) and learn what mortgage-backed TBAs are. We review the performance and risk of ETFs that invest in closed-end funds. Finally, we explain why MLP data is no longer included in the monthly investment conditions and strategy report. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest … [Read more...]
444 Plus: Master Limited Partnerships, Differing Bond Yield Calculations, and AI Model Hallucinations
In Plus episode 444, we provide an update on master limited partnerships. We look at the differing bond yield calculations for bond funds and ETFs, and why there can be a disconnect between yield to maturity and the SEC yield. Finally, David shares his bizarre experience trying to get ChatGPT 4 to correct a podcast transcript. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus … [Read more...]
232: Is It Time To Invest In Commodities?
Why investing in commodities such as oil, gold and cocoa beans is challenging. What you need to know before you invest. In this episode you’ll learn: Why have oil prices have fallen and what will impact their long-term price trend.How commodity futures work.How cocoa beans were used as currency by the Maya. To learn more about what you need to know to invest in commodity ETFs, check out this guide. Show Notes Doubleline's Gundlach says commodities are best buy for 2018 - … [Read more...]
199 Plus: Lending To Family, Investing While Living Abroad, Upstream MLPs
This week April 7, 2018, we discuss what to consider when investing in a relative's start up company. We analyze how to decide as a worker living abroad how much to invest in one's host country versus one's home country. Finally, we look at developments for upstream master limited partnerships. … [Read more...]
196 Plus: March 2018 Mid Month Update and MLPs
This week March 17, 2018 on Money For the Rest of Us Plus, we review investment conditions as of mid March 2018. We also look at ongoing developments in the master limited partnerships space including the recent regulatory ruling, continual conversion to C-corporations, elimination of incentive distribution rights and slowing distribution growth. … [Read more...]
186 Plus: Fallen Angel Bonds, Yield Cos and MLP Distributions
This week January 5, 2018 on Money For the Rest of Us Plus, we analyze the risk and return characteristics of fallen angel bonds, which are bonds that were issued as investment grade but have been downgraded to non-investment grade. We revisit Yield Cos and look at their recent performance and valuation characteristics. Finally, we look at why MLPs and investment vehicles that invest in them have been cutting distributions. … [Read more...]
183 Plus: Real Estate, MLP Funds and an App Update
This week December 2, 2017 on Money For the Rest of Us Plus, we answer a member's question regarding what should be the maximum percent of one's net worth allocated to a specific real estate transaction apart from one's primary residence. We review the various options for investing in master limited partnerships. Finally, we discuss the challenges of mobile app development and maintenance. … [Read more...]
178 Plus: Retirement Allocations, MLP Update and Forecasting Errors
This week October 28, 2017 on Money For the Rest of Us Plus, we look at two types of forecasting errors for future returns. We address a member's question who is concerned about the 70% of his portfolio he says is languishing in cash and another who is considering stop limit orders. We answer a member's question regarding rental real estate and reducing exchange rate volatility. Finally, we discuss the current environment for master limited partnerships. … [Read more...]
