In Plus Episode 347, we review recent portfolio changes David made to his portfolio. We introduce the new retirement spending calculator. We analyze the new Fidelity Preferred Securities and Income ETF (FPFD), and we review an article by Mark Hulbert on the three pillars that have contributed to above average U.S. stock returns. 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...]
343 Plus: Mid Month Update, Adaptive Model Portfolio Changes, and Preferred Stocks
In Plus Episode 343, we review the latest data including Federal Reserve minutes and Japan's economic challenges. We discuss the recent adaptive model portfolio changes, the new holdings, and the rationale for the changes given the increased risk of higher inflation. Finally, we review why preferred stocks have tended to outperform bonds during periods of rising interest rates. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do … [Read more...]
335 Plus: Mid Month Update, Preferred Stocks and Direct Indexing
In Plus episode 335 for the week of March 20, 2021, we review recent asset class performance, discuss economic growth expectations and consider the role of preferred stocks in a rising interest rate environment. We also look at developments in direct indexing that could lead to individuals constructing separately managed accounts without using an investment advisor. 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 … [Read more...]
309 Plus: Investment Newsletters and Preferred Stock
In this Plus episode, we look at the investment newsletter business and whether investors should invest in their individual stock recommendations. We also discuss how to evaluate and invest in preferred 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 Membership Options » 309 Plus View and Listen To Other Plus Episodes Audio … [Read more...]
309: Investments to Fight Financial Repression
What are some investments that can generate a cash yield greater than inflation in an era when central bank policies keep government bond yields lower than the inflation rate. Topics covered include: How low are interest rates around the worldWhat have inflation rates been and what causes inflation and deflationWhat is financial impressionWhy are central banks keeping short-term interest rates so lowWhat determines interest ratesHow I-bonds workWhy active bond mutual funds can be … [Read more...]
301 Plus: June 2020 Investment Conditions and Model Portfolio Changes
In Plus episode 301, we review investment conditions as of early June and discuss the recent changes to the model portfolios to increase risk. 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 » 301 Plus View and Listen To Other Plus Episodes Audio Download Download the audio file Transcript Download the … [Read more...]
271 Plus: October 2019 Portfolio Review, Preferred Stock, and Vanguard’s Expected Returns
In Plus episode 271 for the week of October 4, 2019 we review the purpose of the model portfolios and recent changes in David's portfolios. We look at the performance of preferred stock in down markets. Finally, we review Vanguard's expected returns for the next decade. … [Read more...]
246 Plus: Preferred Stock, Private REITs, and Put Writing ETFs
In Plus episode 246 for the week of March 29, 2019, we review why David added to his preferred stock allocation given the current interest rate environment. We compare the differences between private REITs and public REITs. Finally, we analyze an ETF that tracks the CBOE S&P 500 PutWrite Index. NOTE: If you are looking for the episode on the Innovator S&P Buffer ETFs mentioned in podcast Episode 277, part one of the discussion is Plus Episode 240, which you can listen to for free. … [Read more...]
243 Plus: March 2019 Portfolio Review, Preferred Stock and 10th Anniversary of the Secular Bull
In Plus episode 243 for the week of March 8, 2019 we review a recent change in David's portfolio as it relates to preferred stock and take a look at the characteristics of preferred stock. We also explore secular bull and bear markets in recognition of the 10th year anniversary of the current secular bull. … [Read more...]
136: Filter By Asset Class – Featuring Preferred Stocks
How framing and filtering by asset classes makes investing easier. How to invest in preferred stocks. In this episode you'll learn: Show Notes Money For the Rest of Us Listener Survey The Unknown Craftsman: A Japanese Insight Into Beauty - Soetsu Yanagi The Artist's Study of Nature and Its Relationship to Goethean Science - Daan Hoekstra Essay by Sven Dupré on the Claude Mirror Summary Article Frames and Filters In Living and Investing Last week, I … [Read more...]
