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...]
Portfolio Trade: Increasing Emerging Markets Stocks
Portfolio Trade: Sold A Convertible Bond Holding To Raise Cash
Portfolio Trade: Adding Smart Beta, Bank Loans and MLPs
Portfolio Trade: Reducing U.S. Equity and Sector Holdings
Today, I eliminated the two equity sector funds in my portfolio, the iShares U.S. Healthcare Provider ETF (IHF) and the First Trust NASDAQ Global Auto ETF (CARZ). I also reduced my exposure in the iShares Core U.S. Growth ETF (IUSG). In total, these trades reduced my stock exposure by approximately 2% point relative to my overall net worth. In the recent mid month strategy update, I mentioned the Market flash PMI data would be released today, giving some indication if global economic … [Read more...]
Portfolio Trade: Eliminating Oil Futures Position
This morning I eliminated my oil futures position that I initially established in May. … [Read more...]
Portfolio Change: Additional Country Specific ETFs
As I continue to increase my portfolio diversification, today I added several new country specific ETFs and sold one ETF. … [Read more...]