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You are here: Home / Archives for sectors

349 Plus: SPAC ETFs, Sector Allocation, and the Frustration of Bonds

July 17, 2021 by David Stein · Updated October 4, 2021

In Plus episode 349, we look at why investing in special purpose acquisition companies (SPACs) and SPAC ETFs is even less compelling now given the number of new SPACs. Why David is winding down his SPAC experiment. We explore the challenges of trying to overweight and underweight different stock sectors. We review why it is a frustrating time for bonds investors and why we can't fight the bond market. Also, we look at how the relationship between starting yield to maturity and subsequent … [Read more...]

Filed Under: Uncategorized Tagged With: bond convexity, bonds - why own, convexity, EQL, equity sectors, IEF, sectors, SPAC ETFs, SPACs, stock sectors, TLT

216 Plus: Predictive Valuations, A Timing Rule, Equal Sectors and Stock Splits

August 11, 2018 by David Stein · Updated May 10, 2021

This week August 11, 2018, we revisit valuation indicators in terms of their predictive ability for 10 year stock market returns. We review a simple rule for exiting the stock market when it falls 10% and reenter when it rises 15% from its bottom. We analyze the performance of equal weighted sector indexing. Finally, we look at stock splits and why companies do or don't split their stocks. … [Read more...]

Filed Under: Uncategorized Tagged With: EQL, Hullbert (Mark), sectors, stock splits, valuations

MNY149 Plus: Timber Investing, Sector Rotation and Covered Calls

March 18, 2017 by David Stein · Updated May 24, 2021

This week March 18, 2017 on Money For the Rest of Us Plus we introduce a primer on timber investing written by a member. We look at examples of why an economic sector rotation strategy is so difficult to implement in terms of outperforming the broad stock market. Finally, we review covered call strategies. … [Read more...]

Filed Under: Uncategorized Tagged With: covered calls, sectors, timber, timber investing

MNY126 Plus: High Yield Munis, Sector REITs and Roth 401k’s

October 1, 2016 by David Stein · Updated April 29, 2021

This week on Money For the Rest of Us Plus we answer questions from members on investing in high yield municipal bond funds and ETFs, worries about a bubble, a substitute holding for the DoubleLine Total Return Bond Fund and investing in sector specific real estate investment trust funds and ETFs. … [Read more...]

Filed Under: Money Plus Tagged With: high yield munis, municipal bonds, REITs, Roth 401k, sectors

MNY071 Plus: Market Internals, Bear Markets and Sector Strategies

August 29, 2015 by David Stein · Updated April 29, 2021

This week's Money For the Rest of Us Plus episode reviews the delay that occurs before the maximum drawdown after market internals deteriorate as they have currently. We also explore how retail investors could implement sector rotation strategies and answer additional Plus member questions. The episode length is 22 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: bear markets, market internals, sectors

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