Money for The Rest of Us

Investment help and financial guidance for the rest of us.

  • Podcast
  • Guides
        • Asset Classes

        • A Complete Guide to Investing in I Bonds and TIPS (2025)
        • A Complete Guide to Equity REIT Investing
        • A Complete Guide to Mortgage REIT Investing
        • A Complete Guide to Investing in Gold
        • A Complete Guide To Investing In Convertible Bonds
        • Investing in Bitcoin, Oil, and Volatility ETFs
        • Carbon Investing and its Effect on Climate Change
        • Farmland Investing
        • The Opportunity and Risk of Frontier Markets
        • Investment Vehicles

        • A Complete Guide to Investment Vehicles
        • How to Invest in Closed-End Funds
        • What Are SPACs and Should You Invest in Them?
        • Money and Economics

        • A Complete Guide to Understanding and Protecting Against Inflation
        • Understanding Web3 Investing
        • Strategy

        • Why You Should Rebalance Your Portfolio
        • What Is Risk vs Uncertainty?
        • Tail Events and Tail Risk
  • Resources
        • General Resources

        • Topic Index
        • Glossary
        • Most Influential Books
        • Member Tools

        • Member - Getting Started Guide
        • Asset Allocation and Portfolio Tools
        • Current Investment Strategy Report
        • All Investment Conditions Reports
        • Strategic and Adaptive Model Portfolios
        • Member Tools and Downloads
        • Member Resources

        • Plus Premium Episodes
        • Submit A Question to the Plus Podcast
        • Member Forums
        • David’s Current Portfolio
        • David's Portfolio Trades
        • Courses

        • Investing in Closed-End Funds
  • Members
  • Join
  • Log In
You are here: Home / Archives for model portfolio changes

391 Plus: Adaptive Model Portfolio Changes, Updated Return and Risk Assumptions, and the Peak Housing REIT

June 25, 2022 by David Stein · Updated July 12, 2022

In Plus episode 391, we review the recent adaptive model portfolio changes to reduce equity exposure and lower credit risk in the bond portfolio. We introduce the new expected return and risk assumptions and address some member questions. Finally, we answer a member's question about selling a single-family rental home and rolling the proceeds into the Peak Housing REIT. … [Read more...]

Filed Under: Money Plus Tagged With: equity REITs, expected returns, model portfolio changes, model portfolios, private REITs

343 Plus: Mid Month Update, Adaptive Model Portfolio Changes, and Preferred Stocks

May 22, 2021 by David Stein · Updated June 29, 2021

In Plus Episode 343, we review the latest data including Federal Reserve minutes and Japan's economic challenges. We discuss the recent adaptive model portfolio changes, the new holdings, and the rationale for the changes given the increased risk of higher inflation. Finally, we review why preferred stocks have tended to outperform bonds during periods of rising interest rates. … [Read more...]

Filed Under: Money Plus Tagged With: DEM, DFLEX, model portfolio changes, model portfolios, preferred stocks

Adaptive Model Portfolio Changes: Increasing Value Equity Exposure, Lowering Bonds, and Reducing Duration

May 21, 2021 by David Stein · Updated June 3, 2021

… [Read more...]

Filed Under: Portfolio Insights Tagged With: model portfolio changes

320 Plus: November Investment Conditions and Model Portfolio Changes

November 7, 2020 by David Stein · Updated April 29, 2021

In Plus episode 320, we review investment conditions as of early November 2020 including market valuations, economic trends and market internals. We discuss the recent change in the adaptive model portfolios to increase stock exposure. Finally, we discuss David's current portfolio and anticipated changes. … [Read more...]

Filed Under: Uncategorized Tagged With: model portfolio changes, model portfolios

308 Plus: August 2020 Investment Conditions and Model Portfolio Changes

August 8, 2020 by David Stein · Updated April 29, 2021

In this Plus episode, we review investment conditions as of early August 2020. We discuss the recent changes to the adaptive model portfolios to add core fixed income. Finally, we review recent and anticipated changes to David's portfolio. … [Read more...]

Filed Under: Uncategorized Tagged With: bonds, fixed income, model portfolio changes, model portfolios, portfolio change

301 Plus: June 2020 Investment Conditions and Model Portfolio Changes

June 5, 2020 by David Stein · Updated April 29, 2021

In Plus episode 301, we review investment conditions as of early June and discuss the recent changes to the model portfolios to increase risk. … [Read more...]

Filed Under: Uncategorized Tagged With: DFJ, DGRS, model portfolio changes, model portfolios, PFF, preferred stocks

289 Plus: March 2020 Investment Conditions and Portfolio Review

March 7, 2020 by David Stein · Updated April 29, 2021

In Plus episode 289 for the week of March 7, 2020, we review current investment conditions as of early March 2020, including market valuations, economic trends and market internals in light of the coronavirus pandemic. We also review the recent changes to the model portfolios and to David's portfolio. … [Read more...]

Filed Under: Uncategorized Tagged With: model portfolio changes, model portfolios

228 Plus: November Portfolio Review and Model Portfolio Change

November 3, 2018 by David Stein · Updated May 10, 2021

This week November 3, 2018, we look at the purpose of the model portfolios, the recent portfolio change and we review David's portfolio. … [Read more...]

Filed Under: Uncategorized Tagged With: model portfolio changes, TFLO

224 Plus: October 2018 Portfolio Review and Longer-Term Bonds

October 5, 2018 by David Stein · Updated May 10, 2021

This week October 5, 2018, we review the model portfolios and discuss the recent change in the models and David's portfolio in terms of swapping DoubleLine Bond Funds. We also look at what conditions would justify investing in longer-term bonds. … [Read more...]

Filed Under: Uncategorized Tagged With: bond duration, bonds, bonds (long duration), model portfolio changes

211 Plus: July Portfolio Review, REITs and Inverted Yield Curves

July 7, 2018 by David Stein · Updated May 12, 2021

This week July 7, 2018, we review a change to the model portfolios to replace the iShares Currency Hedged MSCI All Country World ETF (HACW), which is closing. We review recent changes David made to his portfolio. Finally, we answer member questions regarding inverted yield curves, increasing REIT exposure and investing more aggressively than the Aggressive Model portfolio. … [Read more...]

Filed Under: Uncategorized Tagged With: equity REITs, inverted yield curve, model portfolio changes, model portfolios, REITs, yield curve

  • 1
  • 2
  • Next Page »

Contact | Team | Topic Index


Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737

Copyright © 2025 • Disclosures, Privacy Policy, and Cookie Policy • Site by Tempora

Manage Cookie Consent

We use cookies to optimize our website, marketing, and services. 

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}
Manage Cookie Consent
We use cookies to optimize our website, marketing, and services. We never sell users' data.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}