In Plus episode 250 for the week of May 24, 2019, we review David's portfolio including a discussion of short-term lending and ship deconstruction via Yield Street. We look at the potential liquidity risk with bank loans. Finally, we answer a member's question regarding consolidating accounts with one broker. … [Read more...]
235 Plus: January 2019 Portfolio Update and Floating Rate Bonds
This Plus episode for the week of January 12, 2019 includes an update on David's portfolio and the model portfolios. We consider the pros and cons of owning an RV versus a second home. Finally, we look at why some investment grade floating rate bond funds lost money in December even though they have have no interest rate risk. … [Read more...]
232 Plus: December 2018 Portfolio Review and Taxable Municipals
This week December 8, 2018, is our monthly review of David's portfolio and the model portfolios. We also explore taxable municipal bonds and how they differ from investment grade corporate bonds. … [Read more...]
226 Plus: October 2018 Mid Month Update, All-Weather Portfolio, and Risk Tolerance
This week October 20, 2018, we look at weakening investment trends as part of the October mid month update. We also look at reasonable volatility expectations for an All Weather Portfolio. Finally, we answer a member's questions regarding risk tolerance and the model portfolio alternatives. … [Read more...]
211 Plus: July Portfolio Review, REITs and Inverted Yield Curves
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...]
203 Plus: Fixed Income Options and Rebalancing To The Model Portfolios
This week May 5, 2018, we analyze various fixed income options given rising short-term rates. We also focus on the risk of bank loan funds. We also review a challenge a member is having in rebalancing his portfolio to the model portfolios. … [Read more...]
166 Plus: Example ETFs, Reacting to Market Conditions and Dealing With Overwhelm
This week July 29, 2017 on Money For the Rest of Us Plus we compare the example ETFs on Money For the Rest of Us. We briefly look at Howard Marks' view of market conditions and discuss how the model portfolios would be adjusted if conditions deteriorated. Finally, we address the steps an investor should take if they are feeling overwhelmed with too many accounts and aren't sure where to start. … [Read more...]
160 Plus: Bitcoin, Ethereum and Should We Buy Stocks Now
This week June 10, 2017 on Money For the Rest of Us Plus we discuss model portfolio alternatives for the Vanguard and Fidelity platforms. We look at retirement investment asset size relative to the overall U.S stock and bond markets. We review recent developments with Bitcoin and explore what Ethereum is. Finally, we look at the decision process for whether to invest new money in the stock market at present. 160 Plus View and Listen To Other Plus Episodes Audio Download Download … [Read more...]
157 Plus: Unanticipated Retirement Expenses, Aggressive Portfolios and KYN
This week May 13, 2017 on Money For the Rest of Us Plus we look at some large retirement expenses that sometimes get overlooked. We revisit David's recent decision to reduce his exposure to the Kayne Anderson MLP Investment Company. Finally, we discuss why the Aggressive Model Portfolio is not more aggressive in terms of stock exposure. … [Read more...]
