Here is a list of David's portfolio changes. Please recognize a number of these trades were part of various portfolio experiments, a need to raise cash for specific purposes, or investing new cash inflows rather than changes in response to market conditions. 2025 February 2025 - Portfolio Trade: Exiting MCI 2024 December 2024 - Portfolio Trade: Rebalancing Stock Exposure November 2024 - Portfolio Trade: Reducing Exposure to Series I Savings Bonds October 2024 - Portfolio Trade: … [Read more...]
January 2017 Portfolio Profile
This page provides an overview of David's portfolio allocation with audio commentary. … [Read more...]
Bonds Lesson 1: The Bare Minimum Part One
This video is Lesson 1 of How To Invest In Bonds. It covers what are bonds, who issues them, how they trade and introduces strategies active bond managers use. https://vimeo.com/122702353 Download this video Continue to Lesson 2 - Bond Bare Minimum Part 2 - Yield To Maturity … [Read more...]
Lesson 20: Conclusion
This video is Lesson 20 of Learn To Invest in 7 Steps. This lesson summarizes what was covered and introduces the next course. https://vimeo.com/121255225 Download this video … [Read more...]
Lesson 19: Keep Experimenting
This video is Lesson 19 of Learn To Invest in 7 Steps. This lesson discusses the anchors to focus on when learning to invest. https://vimeo.com/120161280 Download this video Continue to Lesson 20: Conclusion … [Read more...]
Lesson 18: Asset Allocation
This video is Lesson 18 of Learn To Invest in 7 Steps. This lesson explores how to allocate between asset types. https://vimeo.com/119565742 Download this video Continue to Lesson19: Keep Experimenting … [Read more...]
Test Course Page
You found our test page! This is where we sometimes test things. [wpdatatable id=28] [wpdatatable id=6] [wpdatatable id=5] … [Read more...]
Lesson 17: Asset Class Timing
This video is Lesson 17 of Learn To Invest in 7 Steps. This lesson explores market internals, such as trend, momentum and sentiment, that can be used to help determine the optimal time to invest in an asset class. https://vimeo.com/118940434 Download this video Continue to Lesson 18: Asset Allocation … [Read more...]
Lesson 16: Asset Class Valuations
This video is Lesson 16 of Learn To Invest in 7 Steps. This lesson explores why asset class valuations are critical to investment success. Specifically, it introduces the cyclically adjusted price-to-earnings ratio (or CAPE) and shows how subsequent stock returns are related to the beginning valuation. https://vimeo.com/118256072 Download this video Continue to Lesson 17: Asset Class Timing … [Read more...]
Lesson 15: What Factors To Consider When Analyzing Asset Classes
This video is Lesson 15 of Learn To Invest in 7 Steps. This lesson explores what factors to consider when analyzing asset classes. In particular, it focuses on specific rules of thumb for researching asset classes and why they are superior to complex manual calculations. https://vimeo.com/117627206 Download this video Continue to Lesson 16: Asset Class Valuations … [Read more...]
