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, 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 » 515 Plus Show Notes Role-based portfolio … [Read more...]
432 Plus: Where To Invest In Bonds Now and a Cockroach Role-Based Portfolio
In Plus episode 432, we compare investing in CDs, municipal bonds, investment grade corporate bonds, U.S. Treasuries, or TIPS in the current investment environment. We also analyze a version of a role-based permanent portfolio that incorporates long volatility and trend-following strategies. 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 … [Read more...]
344 Plus: What Happens When You Have Saved Enough – The Dragon Portfolio
In Plus Episode 344, we discuss what to do when you have more than sufficient assets for retirement but continue to generate a surplus because you enjoy working. We also compare the Artemis Capital Management Dragon Portfolio with other role-based permanent portfolios. 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 » 344 … [Read more...]
306: Three Approaches to Asset Allocation
What are the three primary ways to allocate assets and build a portfolio when saving for retirement or living in retirement. Topics covered include Show Notes Jiro Dreams of Sushi—Magnolia Pictures Portfolio Charts Episode Sponsors NetSuite The Great Courses Plus Learn More 201: Is Your Portfolio Unbalanced? 229: Stop Maximizing Your Returns Using Modern Portfolio Theory 254: Should You Be 100% Invested In Stocks? 255: With Interest Rates Falling, … [Read more...]
