In Plus episode 536, we introduce a Plus member survey where we would love your insights as we refresh the Plus membership offering. David also shares recent trades in his portfolio to increase equity and sell the DoubleLine Income Solutions Fund. … [Read more...]
527 Plus: Portfolio Trades, Ultra Short-term TIPS ETF, and Revisiting Buffer ETFs
In Plus episode 527, David discusses changes in his portfolio to add a CLO ETF and sell the individual single family home rental REITs that he owned. We analyze a new ultra-short-term TIPS ETF. Finally, we revisit the performance of defined outcome ETFs based on the models we are running and some recent research from AQR. … [Read more...]
Portfolio Trade: Exiting JP Morgan Chase Alerian ETN
467 Plus: Fallen Angels, BBB Bonds, Swapping Out Leveraged Loans Funds, and How to Use the Investment Conditions Report
In Plus episode 467, we explain the resources on Money for the Rest of Us Plus to learn about different asset classes. We explore investing in fallen angel bonds, which are bonds that have recently been downgraded to non-investment grade status. We also explore investing in BBB bonds. David explains his recent portfolio change to swap out his leveraged loan exposure. Finally, we review how to use the investment conditions and strategy report. … [Read more...]
455 Plus: TIPS Ladder Follow Up, New Charts Status, Portfolio Trades Clarification and the State of Crypto
In Plus episode 455, we try to simplify the cash flow aspect of TIPS ladders. We answer a question on why not just own TIPS ETFs. We provide an update on bond charts so members can better analyze the attractiveness of credit strategies. We answer a question on David's recent portfolio trades. Finally, we explore why David still owns cryptocurrency and whether the conviction of FTX's Sam Bankman Fried changes anything. … [Read more...]
451 Plus: Portfolio Trades, Thoughts on Running a Business, and the Potential Impact of U.S. Demographic Trends
In Plus episode 451, David shares the rationale behind recent trades in his portfolio to increase the allocation to equity REITs and preferred stock. We discuss the importance of keeping personal assets segregated from business risk. Finally, we review how U.S. demographic trends could impact economic growth. … [Read more...]
Portfolio Trade: Adding to Existing Equity REIT and Preferred Stock Holdings
439 Plus: New Portfolio Trades, Market Temperature, Providing Investment Help, and TFLO
In Plus episode 439, we continue discussing AI large-language models and how to think about them. David shares two AI-influenced trades in his portfolio. We review a recent editorial by Howard Marks on market timing and the market's temperature. We discuss how to help family members and friends with investment-related challenges. Finally, we discuss how ETF and mutual fund distributions impact the price, using TFLO as an example. … [Read more...]
Portfolio Trade: Adding AI Influenced Growth Stock ETFs
424 Plus: CLO ETF Trade, Bonds vs Stocks, Preferred Stock Dividends, and AI ETFs
In Plus episode 424, we review a recent portfolio trade David made. We look at the valuations of stocks versus bonds. We consider why more preferred stocks are non cumulative versus cumulative. Finally, we review an ETF that invests in AI. … [Read more...]
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