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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About … [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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 308 Plus View and Listen To Other … [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. Become A Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 301 Plus View and Listen To Other Plus Episodes Audio Download Download the audio file Transcript Download the … [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...]
271 Plus: October 2019 Portfolio Review, Preferred Stock, and Vanguard’s Expected Returns
In Plus episode 271 for the week of October 4, 2019 we review the purpose of the model portfolios and recent changes in David's portfolios. We look at the performance of preferred stock in down markets. Finally, we review Vanguard's expected returns for the next decade. … [Read more...]
250 Plus: May 2019 Portfolio Review and Consolidating Accounts
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...]
