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. 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 Money For the Rest of Us Plus member. Learn More About Membership Options » Plus Episode 369 View and Listen To … [Read more...]
Portfolio Trade: Selling Some Laggards
Become a Member If you would like read about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David exited two closed-end fund positions from his portfolio: The Templeton Global Income Fund (GIM) and the Kayne Anderson Energy Infrastructure Fund (KYN). Templeton Global Income Fund (GIM) The Templeton Global Income Fund is initiating a tender offer to purchase up to 70% of its outstanding shares at 99% … [Read more...]
Portfolio Trade: Adding an Interest Rate Hedge ETF
Become a Member If you would like read about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David initiated a position in the Simplify Interest Rate Hedge ETF (PFIX). This ETF seeks to protect against rising interest rates by combining an investment in intermediate-term Treasury bonds with an option strategy that will be profitable if 20-year Treasury bonds are above 4.25% in seven years. Plus Episode … [Read more...]
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. 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 Money For the Rest of Us Plus … [Read more...]
Portfolio Trade: Reinvesting Real Estate Sale Proceeds
Become a Member If you would like read about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Today, David added two new ETFs to his portfolio and increased his allocation to an existing ETF. Proceeds for these purchases came from the sale of David's farm, which closed this month. With these trades, David has begun to reinvest the cash from the farm sale. DEM and IVLU Consistent with the recent changes to the … [Read more...]
Portfolio Trade: Added Additional I Bond Exposure
Become a Member If you would like read about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » This past week, David bought a Series I Savings bond to add to his existing position. The U.S. Treasury will pay an annual composite rate of 3.54% for I bonds purchased from May 2021 through October 2021. This interest rate applies to the first six months the holder owns the I bond. This interest rate is significantly … [Read more...]
323 Plus: December 2020 Investment Conditions and Portfolio Review
In Plus episode 323, we review current investment conditions including market returns, asset class valuations, economic trends and market internals. We also review David's portfolio including four recent trades that he made. market returns, market internals and the distribution dynamics for the new Covid-19 vaccines. 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 Money For the Rest of Us Plus member. Learn … [Read more...]
321 Plus: More On Hedged Equity and When to Sell Company Stock
In Plus Episode 321, we take a deeper look at hedged equity and outcome based ETFs like the JP Morgan Hedged Equity Fund and the Innovator ETF series. We also answer a member's question about selling his employer's stock that now comprises 75% of his portfolio. Finally, David discusses his recent trade to increase his allocation to the WisdomTree CBOE S&P 500 PutWrite Strategy ETF (PUTW). Become a Member If you would like to listen to this episode of Money For the Rest of … [Read more...]
319 Plus: A New Way to Interact with Plus Members, IVOL, and Leveraged Universal Indexed Life Insurance
In Plus episode 319, we discuss an experimental way to interact with other Plus members using Discord. We review David's recent trades to raise funds for a house closing. We examine the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) ETF. Finally, we look at a life insurance strategy that involves index options and leverage. 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 Money For the Rest … [Read more...]
302 Plus: Laddered Bonds, Portfolio Profile and Buying Your Employer’s Stock
In Plus episode 302, we review recent trades in David's portfolio and discuss ways to construct a laddered bond portfolio. We analyze a portfolio managed by a financial advisor for a 71-year old woman. Finally, we discuss whether individuals should purchase their employer's stock as part of a promotion even if it leads to a highly concentrated position. 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 Money … [Read more...]
