In Plus episode 542, David shares why he often uses ChatGPT for his AI examples. He discusses his recent trade to sell some gold. He explains the rationale for the small-cap stock ETFs used in the model portfolios, why equity REITs were moved to the Income portfolio, and how similar the new bond ETFs are to the mutual funds they replaced. Finally, we discuss managing FOMO and funding short-term liabilities. … [Read more...]
391 Plus: Adaptive Model Portfolio Changes, Updated Return and Risk Assumptions, and the Peak Housing REIT
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...]
343 Plus: Mid Month Update, Adaptive Model Portfolio Changes, and Preferred Stocks
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...]
Adaptive Model Portfolio Changes: Increasing Value Equity Exposure, Lowering Bonds, and Reducing Duration
320 Plus: November Investment Conditions and Model Portfolio Changes
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...]
308 Plus: August 2020 Investment Conditions and Model Portfolio Changes
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...]
301 Plus: June 2020 Investment Conditions and Model Portfolio Changes
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...]
289 Plus: March 2020 Investment Conditions and Portfolio Review
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...]
228 Plus: November Portfolio Review and Model Portfolio Change
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...]
224 Plus: October 2018 Portfolio Review and Longer-Term Bonds
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...]
