Portfolio Trade: Buying 10-Year TIPS at Auction
Portfolio Trade: Adding Individual Treasury Inflation Protection Security
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...]
