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...]
208 Plus: June 2018 Portfolio Review and Model Portfolios
This week June 7, 2018, we review changes to David's portfolio and the model portfolio and answer a member's question on why there are active managers in the model portfolios. We also revisit the purpose of the model portfolios. … [Read more...]
MNY148 Plus: Model Portfolio Changes, Moving Averages and Central Banks
This week March 11, 2017 on Money For the Rest of Us Plus we review the rationale for the model portfolio changes that reflect more defensiveness regarding fixed income. We look at how an investor who is an entirely in cash should decide what to do in the current market environment. We also review what it means to say central banks are accommodative and how the stock market has performed when rates are rising and when momentum is bearish. Finally, we look at how to interpret trend data … [Read more...]
