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...]
MNY080: MLPs, Bullet ETFs and Laddered Bond Portfolios
This week's Money For the Rest of Us Plus episode reviews the volatile week for master limited partnerships and looks at high yield bullet ETFs and whether they could be used to build a laddered bond portfolio. The episode length is 20 minutes. … [Read more...]
MNY076 Plus: More On Peer-to-peer Lending and MLPs
This week's Money For the Rest of Us Plus episode discusses how I am implementing peer-to-peer lending. I also discuss recent negative press regarding the death of the MLP business model. The episode length is 15 minutes. … [Read more...]
MNY068 Plus: Upcoming Portfolio Changes and MLPs
This week's Money For the Rest of Us Plus episode discusses some upcoming portfolio changes I will be making after reflecting on the August Investment Conditions report. I discuss why I am reducing U.S. and emerging markets stock exposure and increasing MLP exposure. The episode length is 19 minutes. … [Read more...]
Portfolio Change: Increasing MLP Exposure
I increased my exposure to master limited partnerships today by adding to my position in the Kayne Anderson MLP Fund (KYN). … [Read more...]
MNY055 Plus: Recognizing Losses and Energy ETFs versus MLP ETFs
In this week's Money For the Rest of Us Plus episode, I discuss An example of a behavioral bias that can keep us from recognizing losses and moving on. What are the differences between an broad-based energy ETF and a Master Limited Partnership ETF. The episode length is 14 minutes. … [Read more...]
Public REITs versus Private Real Estate
This audio lesson is on owning public REITS and versus private real estate. It also addresses the current yield on REITs versus master limited partnerships and timber REITs. The episode length is 11 minutes. … [Read more...]
An Introduction To Master Limited Partnerships (MLPs)
In several episodes of the Money For the Rest of Us show I have mentioned that I invest in MLPs, but I have never described what they are exactly. In this audio lesson I share: What are the upstream, midstream and downstream energy segments. What are MLPs and what makes them unique. Why MLPs' growing distribution rates and higher yields make them attractive. Why MLP returns are not directly tied to the price of oil. What are the risks associated with MLPs The episode … [Read more...]
