In Plus episode 559, we discuss the decision to eliminate convertible bonds from the Diversified Income Model Portfolio, increase equity REITs, lower exposure to preferred stocks and option income, and add exposure to managed futures and catastrophe bonds. We also discuss why David sold his position in the Bitwise Solana ETF (BSOL). 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 … [Read more...]
552 Plus: Portfolio Trades, Asset Location, Price Alerts and Some Thoughts on Private Credit
In Plus episode 552, David discusses the change in his portfolio to eliminate the iShares Large Cap Max Buffer September ETF (SMAX) from his portfolio and reallocate the assets to the Brookmont Catastrophe Bond ETF (ILS), and the IMGP DBI Managed Futures Strategy ETF (DBMF). We discuss a member's question about asset location and an inquiry into how to receive alerts for ETFs that meet a certain price threshold. Finally, David shares his thoughts on the current environment for private … [Read more...]
536 Plus: How Would You Like Plus Membership to Evolve and David’s Portfolio Trades
In Plus episode 536, we introduce a Plus member survey where we would love your insights as we refresh the Plus membership offering. David also shares recent trades in his portfolio to increase equity and sell the DoubleLine Income Solutions Fund. 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 » 536 Plus Show … [Read more...]
504 Plus: Portfolio Trade, Indexing Bubble, and Money Market Capital Gains
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. 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 … [Read more...]
Portfolio Trade: Reducing Series I Savings Bond Exposure
Become a Member If you would like to read about these portfolio trades, consider joining Money For the Rest of Us Plus. Learn More About Membership » David sold some of his allocation to Series I Savings Bonds as the base rate was 0% compared to the market rate of close to 2% for Treasury Inflation Protection Securities. David decided to reduce his exposure in order to raise cash for a potential real estate purchase. Series I Savings Bonds sold in the first five years have a one … [Read more...]
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. 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 » 497 Plus Show Notes Portfolio Trade: Exiting Global Infrastructure Closed … [Read more...]
Portfolio Trade: Adding Bullet ETF, Buffer ETF and Increasing CLO Exposure
Become a Member If you would like read about these portfolio trades, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David added two new ETFs to his portfolio, the Invesco BulletShares 2031 Corporate Bond ETF (BSCV) and the iShares Large Cap Max Buffer ETF (MAXJ). David also increased his allocation to the BlackRock AAA CLO ETF (CLOA). BulletShares 2031 Corporate Bond ETF (BSCV) At the end of July, David had a U.S. … [Read more...]
Portfolio Trade: Reducing Gold Exposure
Become a Member If you would like read about this portfolio trade, consider becoming a member of Money For the Rest of Us Plus. Learn More About Membership » On Wednesday of this week, David sold his position in the Sprott Physical Gold Trust (PHYS) in order to generate a capital loss to partially offset his gains from selling Ethereum earlier this year and to free up capital to invest in a cash flow generating asset that has yet to be determined. David added PHYS in September 2020 … [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...]
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...]
