In Plus episode 457, we explore how to calculate yield-to-maturity, cumulative returns, and annualized returns and how the measures differ. We explain why it is so challenging to identify an appropriate investment vehicle. We answer member questions on David's leverage loan holding (DSU) and preferred stock mortgage REIT with AGNC. … [Read more...]
402 Plus: Buying TIPS, Taxes and Bonds, and Calculating Investment Returns
In Plus Episode 402, we discuss purchasing individual Treasury Inflation Protection Securities versus TIPS ETFs. We look at how bonds are taxed and how to tax-adjust municipal and corporate bonds. Finally, we compare return on investment with time-weighted and dollar-weighted returns. … [Read more...]
374 Plus: Portfolio Trade, A New Risk Parity ETF, and the Moonfare Private Equity Platform
In Plus Episode 374, David reviews why he reduced his exposure to Ether by half. We analyze the Ultra Risk Parity ETF (UPAR). Finally, we take a look at the Moonfare Private Equity platform that allows individual investors to invest in institutional leveraged buyout and venture capital funds. … [Read more...]
274 Plus: Why Average Investor Return Calculations Are Flawed and A Member Portfolio Review
In Plus episode 274 for the week of October 26, 2019 we compare time-weighted returns with dollar-weighted returns and how the sequence of returns has led to the conclusion that the average investor significantly underperforms the market, when in fact much of the "underperformance" had nothing to do with the actions of investors. We also review a member's asset allocation and how the Plus Allocation model spreadsheet can be customized for member use. … [Read more...]
MNY128 Plus: How Much Is Too Much In One Portfolio Holding?
This week on Money For the Rest of Us Plus we answer a member's question on why the conservative model portfolio has such a large percentage in one holding and whether that could be considered conservative. We also review some important considerations when calculating performance for one of your ETF or fund holdings. Finally, I provide an update on the Money For the Rest of Us Hub app. … [Read more...]
