In Plus episode 515, we provide a follow-up to episode 515 on the U.S. dollar as the reserve currency. We analyze the new SPDR Bridgewater All Weather ETF (ALLW). Finally, we look at a strategy of daily rebalancing, … [Read more...]
440 Plus: What Age to Rebalance, PIMCO Income Fund, Comparing Two Other Bond Funds, and Buying a Small Business
In Plus episode 440, we revisit when and why to rebalance a portfolio. We analyze the PIMCO Income Fund to see if the dividend is sustainable. We compare the Dodge & Cox Income Fund to the DoubleLine Core Bond Fund. Finally, we consider whether owning a small business can help individuals live like they are already retired. … [Read more...]
Why You Should Rebalance Your Portfolio
What you need to know about rebalancing methods, timing, and the impacts of volatility ARTICLE TABLE OF CONTENTS (Skip to Section) Positive Skewness and Faulty EmotionsDon’t Let High Volatility Drag You DownWhen Rebalancing Becomes ImbalancedTiming Isn’t Everything Rebalance Your Portfolio the Way That’s Best for YouPodcast Episode 356: How, When, and Why Should You Rebalance Your Investment Portfolio by EMILY BOULTER & | Updated You know that your portfolio … [Read more...]
310 Plus: Mid Month Update and a Member Wants to Reallocate from Growth Stocks
In Plus Episode 310, we review the latest economic releases and other investment conditions indicators. We review a member's current asset allocation as he considers how to reorient his portfolio away from an almost exclusive focus on growth mutual funds that have performed very well. … [Read more...]
217: Rebalancing, Overvaluation, Market Timing, and Stock Splits
Which rebalancing strategy is best or should we even bother rebalancing? Should we just exit stocks completely, especially given how overvalued the U.S. stock market is? And why do companies split their stocks. This week we answer these and other listener questions. Photo by Slava Bowman In this episode you’ll learn: What are the benefits and challenges of rebalancing.What U.S. stock market valuation indicators have been most accurate at predicting future … [Read more...]
213 Plus: July 2018 Mid Month Update and Rebalancing
This week July 19, 2018, we provide an update of market conditions, take a look at a long-term valuation study by Ned Davis Research and revisit different rebalancing methodologies. … [Read more...]
203 Plus: Fixed Income Options and Rebalancing To The Model Portfolios
This week May 5, 2018, we analyze various fixed income options given rising short-term rates. We also focus on the risk of bank loan funds. We also review a challenge a member is having in rebalancing his portfolio to the model portfolios. … [Read more...]
MNY110 Plus: Taxes, Currency Hedging and Canadian Investors
This week on Money For the Rest of Us Plus we review the decision criteria of whether it make sense to rebalance your taxable portfolio after taking into account capital gains taxes. I also answer a question on how to use the Hub to simplify investing. Finally, I discuss how Canadian investors could implement portfolios similar to what is found on the Hub using Vanguard's Canadian offerings. We also look at the considerations for using Canadian dollar hedged ETFs. The episode length is … [Read more...]
70: Rule #1 and the Investor’s Journey
Should you invest like Warren Buffet? How your temperament, experiences, interests and skills influence how you invest. Plus why most passive index investors unknowingly make active investment decisions. Photo by J.D. Stein In this episode you'll learn: How investing is like being on a hero's journey.How to invest like Warren Buffet and Phil TownWhy most active managers don't beat the market.What is the efficient market hypothesis.What assets and weights comprise the … [Read more...]
