In Plus episode 494, we compare owning a TIPS ladder versus using TIPS ETFs. We consider when an investor should sell an individual bond that has appreciated in price. Finally, we review the Research Affiliates Deletion ETF (NIXT) … [Read more...]
406: Annie Duke on Better Investing and the Danger of Grit
In Episode 406, David and Camden visit with Annie Duke about how to better manage our investment portfolios including when and what to sell. We also discuss a number of behavioral finance topics such as mental accounting, sunk costs, and goal myopia. Annie Duke is an author, speaker, and consultant in the decision-making space, as well as Special Partner focused on Decision Science at First Round Capital Partners, a seed-stage venture fund. Annie’s latest book, Quit: The Power of … [Read more...]
372: When Should You Sell An Investment?
We explore four reasons to sell an asset with a focus on the Ark Innovation ETF, Bitcoin, and equity REITs. We also put the current stock market sell-off into historical perspective. Topics covered include: What are lousy reasons to sell an investmentWhat is a sell disciplineWhat are four good reasons to sell an investmentWhy and why not to invest in the Ark Innovation ETF (ARKK)Why growth stocks are getting crushed in the current market sell-offHow frequently does the stock market … [Read more...]
270 Plus: Investing Mistakes and the Sell Discipline of Index Funds
In Plus episode 270 for the week of September 28, 2019 we look at whether a member is making a mistake in his investing. We discuss whether it is better to focus on income or capital gains when it comes to investing. Finally, we explore the sell discipline used by ETFs and index funds. … [Read more...]
MNY100 Plus: Recognizing Losses and Private Real Estate Investing
This week on Money For the Rest of Us Plus we discuss criteria to consider when selling individual stock holdings that have lost money. We also look at the current environment for investing in private real estate deals. The episode length is 17 minutes. … [Read more...]
MNY056 Plus: Vacation Schedule and Sell Discipline
In this week's Money For the Rest of Us Plus episode, I discuss How I am handling Hub content and interaction while I am traveling in Scandanavia the next three weeks. The factors I consider in deciding whether to sell an underperforming security. The episode length is 8 minutes. … [Read more...]