In Plus episode 499, David shares why he reduced his exposure to Series I Savings Bonds. We briefly look at the recently announced Cambria Tax Aware ETF (TAX). Finally, we analyze the historical performance of the Cambria Tail Risk ETF (TAIL) and compare it to just having a lower allocation in stocks. 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 … [Read more...]
419: How to Make Portfolio and Asset Allocation Changes
We consider four case studies in which individuals struggle to decide what to do with their investment portfolios. Topics covered include: Show Notes Case studies were pulled from the following Plus episodes: 287 Plus: Coronavirus Update, Mid Month Investment Conditions and Overcoming the Fear of Investing 306 Plus: Member Profile, Bond Investing, and Emerging Technology 310 Plus: Mid Month Update and a Member Wants to Reallocate from Growth Stocks 331 Plus: Member … [Read more...]
179 Plus: Bitcoin Fork, Renting Out Home and Hedging Stocks To Defer Capital Gains Tax
This week November 4, 2017 on Money For the Rest of Us Plus, we look at the upcoming blockchain fork in Bitcoin that will create a new coin and how that undermines the primary thesis of holding Bitcoin as a store of value. We address the pros and cons of hedging a stock portfolio using puts in order to defer paying capital gains tax. We also look at the pros and cons of a member renting out his primary residence as he transitions to living full time in their vacation/retirement home. … [Read more...]
MNY123 Plus: Regret Aversion, Interest Rates Hikes and Hedging Portfolios
This week on Money For the Rest of Us Plus we revisit the process to assist investors to transition from one portfolio structure to another, including if one is holding cash. The key is to overcome regret aversion and loss aversion. We look at how to do that. We also look at the fear of rising interest rates and why is it so great and would the outcomes be that bad. Finally, we look at the cost of hedging a stock portfolio as a member evaluates a hedge fund strategy does exactly … [Read more...]
