395 Plus: Is the U.S. in a Recession? and David’s Recent Portfolio Changes
In Plus Episode 395, we analyze the U.S. Q2 GDP report, and other leading economic indicators to assess recession risk. Then we discuss what if anything investors should do. Next, we discuss the changes David made this past week to reduce risk and simplify his portfolio structure. … [Read more...]
Portfolio Trade: Further Reducing Gold Exposure
Portfolio Trade: Closing BlockFi Interest Account
Portfolio Trade: Reducing Gold Exposure
Portfolio Trade: Adding Bank Loan Closed-End Fund
369 Plus: January 2022 Investment Conditions and Adaptive Model Portfolio Changes
In Plus Episode 369, we explore the latest investment conditions including the impact of the Omicron Covid variant. We also review recent changes to the adaptive model portfolio examples. Finally, we look at recent changes in David's portfolio. … [Read more...]
Portfolio Trade: Selling Some Laggards
Portfolio Trade: Adding an Interest Rate Hedge ETF
347 Plus: A New Actively Managed Preferred ETF and Three Pillars of Stock Returns
In Plus Episode 347, we review recent portfolio changes David made to his portfolio. We introduce the new retirement spending calculator. We analyze the new Fidelity Preferred Securities and Income ETF (FPFD), and we review an article by Mark Hulbert on the three pillars that have contributed to above average U.S. stock returns. … [Read more...]
