In Plus episode 322, we review market returns, market internals and the distribution dynamics for the new Covid-19 vaccines. We discuss whether retirees should focus on income or total return and provide a resource for calculating returns. Finally, we analyze the Grayscale Bitcoin Trust as a more convenient way to invest in Bitcoin, but at a significant premium. 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 … [Read more...]
47: Should You Invest For Income or Total Return?
Why individuals should follow the lead of endowments and foundations and focus on total return investing. Why individuals should follow the lead of endowments and foundations and focus on total return investing. In this episode, you'll learn: What are the laws and principles that instituional funds, such as endowments, follow when they invest.What is the Uniform Prudent Management of Institutional Funds ActWhat type of due diligence should investors perform.What factors should … [Read more...]
