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. … [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. Photo by J.D. Stein 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 … [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...]
132 Plus: Market Reaction to the Election, MLPs, Taxes and Bond Funds and Health Insurance
This week November 12, 2016 on Money For the Rest of Us Plus look at how financial assets have performed since the election. We answer the question of how correlated MLPs are to oil prices and what is the bull and bear case for MLPs. We also explore how to avoid year-end tax surprises with bond funds. Finally, we look at an alternative to health insurance. … [Read more...]
86: Don’t Be A Commodity
How not to be a commodity even if you work in a commodity business. Plus, an update on commodities and master limited partnerships. Photo by Steve Corey In this episode you'll learn: How to not be a commodity.How long is the average bear market for commodities and the average loss.An investment mistake I made.Why it is important to scale investments by assuming the worst case scenario. Show Notes The Siege of Herbal Life by Roger Parloff - Fortune - September … [Read more...]
MNY082 Plus: Adding Asset Classes and Dealing With Underperformers
This week's Money For the Rest of Us Plus episode discusses how to use some of the tools on the Hub to adjust your portfolio allocation. We also discuss how to handle underperforming asset classes, and look at some updated valuation data for MLPs. The episode length is 21 minutes. … [Read more...]
