In Plus episode 426, we analyze how to decide between 5-year TIPS or 5-year certificates of deposit. We explore how real estate investors defer taxes through 1031 exchanges and investing in Delaware Statuatory Trusts. Finally, we compare two higher risk strategies: A balanced portfolio of 3x leveraged ETFs or a return stacking strategy that combines stock and long-term bond exposure. … [Read more...]
362 Plus: Return Stacking, Investing in IPOs and a Self Storage Facility
In Plus Episode 362, we review the return stacking / portable alpha investment strategies. We look at whether it's worth it to invest in an IPO at its pre-offering price. Finally, we analyze a private self-storage unit real estate investment. … [Read more...]
241 Plus: February 2019 Mid Month Update, Munis and AMT, and a New DoubleLine Fund
In Plus episode 241 for the week of February 23, 2019 we provide an update on investment conditions including high yield spreads, Flash PMIs and Federal Reserve minutes. We explore under what circumstances are municipal bonds and bond funds subject to U.S. alternative minimum tax and how to determine the potential AMT exposure of a muni fund. We also look at whether investing in longer term or shorter term municipal bond funds is more compelling. Finally, a analyze the new portable alpha … [Read more...]
217 Plus: August 2018 Mid Month Update, Bank Loans and a New ETF
This week August 18, 2018, we review investment conditions in light of the emerging market sell-off. We provide an update on the bank loan sector. Finally, we look at a new levered ETF by WisdomTree, the WisdomTree 90/60 U.S. Balanced Fund ETF (NTSX). … [Read more...]
MNY139 Plus: What Drives Gold Prices, Regret, Zero Coupon Bonds and Portable Alpha
This week January 7, 2017 on Money For the Rest of Us Plus we look at how interest rates and the value of the dollar influence the price of gold. We also look at how gold has outpaced inflation over time and how investor sentiment has been a good measure of when to buy gold. We also explore how buy and hold investing reduces regret. Finally, we look at investing collateral used as part of a strategy to get market exposure though futures and how portable alpha strategies work. … [Read more...]