In Plus episode 504, David explains his recent portfolio trade to exit his AI-related ETFs and increase his allocation to non-U.S. small-cap stocks. We review Simplify ETF strategist Michael Greene's work on why he believes an indexing bubble exists. Finally, we look at how investments in short-term Treasury ETFs can lead to a capital gain depending on when they are sold. … [Read more...]
Portfolio Trade: Reducing Series I Savings Bond Exposure
497 Plus: Portfolio Trade, Bond and CLO Defaults, and Non-U.S. Stock Valuations
This week on Plus episode 497, we review David's trade to sell ASGI. We review historical default rates for bonds and CLOs. We also explore why non-U.S. stock valuations are lower today than 20 years ago. … [Read more...]
Portfolio Trade: Adding Bullet ETF, Buffer ETF and Increasing CLO Exposure
Portfolio Trade: Reducing Gold Exposure
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. … [Read more...]
168 Plus: Investment Conditions During The Great Financial Crisis and a Portfolio Change
This week August 12, 2017 on Money For the Rest of Us Plus I discuss a recent change to my portfolio. We look at what the data used in the investment conditions report looked like during the Great Financial Crisis and coming out the other side to see if it would have been helpful in guiding our investment decisions. We also profile a couple who want to retire in five years who have kept 2/3 of their portfolio in cash for most of the economic recovery and now want to get more of their money … [Read more...]
