In Plus Episode 337, we review investment conditions as of early April 2021. We analyze valuations for small cap equity, including for the WisdomTree Small Cap Quality Dividend Growth ETF (DGRS) and for the WisdomTree Small Cap Dividend ETF (DFJ). Finally, we consider why TIPS ETFs have had a negative return year-to-date and how to evaluate them. … [Read more...]
A Complete Guide to Investing in I Bonds and TIPS (2024)
Learn how to invest in inflation-indexed bonds and protect against inflation. ARTICLE TABLE OF CONTENTS (Skip to Section) What Are Inflation-Indexed BondsInvesting in Series I Savings BondsI Bond Term and Early RedemptionI Bonds Denominations, Purchase Limits, and TaxesI Bonds Interest CalculationWhen to Purchase an I BondSeries I Savings Bonds Pros and ConsInvesting In Treasury Inflation-Protected SecuritiesTIPS Terms and Denominations TIPS Interest CalculationTIPS Tax … [Read more...]
292 Plus: Bear Market Rallies, FOMO, Bank Loans and Buying Individual TIPs
In Plus episode 292 for the week of March 28, 2020, we look at the magnitude and duration of market rallies within bear markets. We consider why the fear of missing out is normal and what to do about it. We consider the math behind bank loans with regard to rising defaults and why bank loans are not likely to fall to zero. Finally, we look at how to buy an individual Treasury Inflation Protection Security. … [Read more...]
262/263 Plus: August 2019 Portfolio Update, TIPs and a Long/Short Growth Value ETF
In Plus episode 262/263 for the week of August 8, 2019, we discuss a recent impact investment David made and several investments he chose not to make and why. We compare investing in Treasury Inflation Protection Securities (TIPs) versus investing in I-bonds. Finally, we analyze the Direxion Russell 1000 Value Over Growth ETF (RWVG). … [Read more...]
128: Is There Too Much Savings?
How holding onto goods longer before replacing them and a global savings glut impact the economy, interest rates and stock returns. Photo by Adam Wilson In this episode you'll learn: How a cartel and planned obsolescence impacted the lifespan of incandescent bulbs.Why consumers are holding on to their items longer and how that impacts the economy.How a global savings glut pushes down interest rates and what is causing it.How Treasury Inflation Protections Securities … [Read more...]
MNY127 Plus: TIPs, Individual Stocks and Investment Conditions
This week on Money For the Rest of Us Plus we start off by discussing a leading investment concern; what to do about rising asset class valuations driven by low interest rates. We also look at when inflation indexed bonds are attractive investments. Finally, we explore how to incorporate a portfolio of individual stocks into an asset allocation to determine an appropriate return. … [Read more...]
