In Plus episode 561, we answer a member's question on the U.S. national debt. We review the Vanguard Short-term Inflation Protection Securities ETF (VTIP) and look at alternatives. We discuss hedging currency for non-U.S. equity exposure. Finally, we analyze the Eaton Vance Tax Managed Diversified Equity Income closed end fund (ETY). 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...]
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. 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...]
512/513 Plus: Exiting MCI and Comparing Conservative Fixed Income Options
In Plus episode 512/513, David discusses why he sold his position in the Barings Corporate Investors Fund (MCI). We also compare the yields and tax rules of U.S savings bonds, nominal Treasuries, zero coupon bonds, TIPS, CDs, fixed annuities, and municipal bonds. 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 » 512/513 … [Read more...]
459 Plus: TIPS Liquidity, a new MBS ETF, Closed-end Fund ETFs, and MLP Data
In Plus episode 459, we discuss who is on the other side of the TIPS trade. We analyze the Simplify MBS ETF (MTBA) and learn what mortgage-backed TBAs are. We review the performance and risk of ETFs that invest in closed-end funds. Finally, we explain why MLP data is no longer included in the monthly investment conditions and strategy report. 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...]
456 Plus: 4% Rule, TFLO, Personal Inflation Rates, Emerging Latin America, and GIM
In Plus episode 456, we explore how to apply retirement spending rules when real estate properties will be sold during retirement. We consider the risks of investing in the iShares Floating Rate Treasury ETF (TFLO). We answer a question about the hoopla surrounding Treasury Inflation Protection Securities. Why has David not purchased a dedicated Latin America Emerging Markets Stock ETF. Update on the Templeton Global Income Fund (GIM). Become a Member If you would like to … [Read more...]
455: Easier Investing, Richer Life: TIPS Ladders to Annuities
What are the pros and cons of partially funding retirement expenses with an inflation-indexed bond ladder versus an immediate annuity? There is a big downside to TIPS ladders that many investors don't realize. Topics covered include: Show Notes Effortless: Make It Easier to Do What Matters Most by Greg McKeown Essentialism: The Disciplined Pursuit of Less by Greg McKeown Skin in the Game by Nassim Nicholas Taleb Worry-Free Investing: A Safe Approach to Achieving Your … [Read more...]
452 Plus: TIPS Trade, TIPS Bullet Shares ETFs, and Housing Inflation
In Plus Episode 452, we discuss the recent 5-year TIPS auction. We look at the new iShares TIPS bullet shares ETFs with fixed maturity. We also look at the impact of shelter on inflation and how higher interest rates impact home prices and apartment rents. 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 » 452 … [Read more...]
429: Which Inflation Protection Strategies Worked and Which Didn’t?
With a total U.S. inflation rate of 14% in the past two years, we review how various inflation hedges performed over the past twenty-four months. Topics covered include: Show Notes CPI Inflation Calculator—U.S. Bureau of Labor Statistics Inflation Beneficiaries ETF—Horizon Kinetics Quadratic Capital Management Episode Sponsors Brooklinen Use code DAVID20 for $20 off plus free shipping Go to GetSunday.com/David to get a customized lawn plan and 20% off your Sunday … [Read more...]
426 Plus: TIPS vs CDs, 1031 Exchange, and a Balanced Leveraged ETF Portfolio
In Plus episode 426, we analyze how to decide between 5-year TIPS or 5-year certificates of deposit. We explore how real estate investors defer taxes through 1031 exchanges and investing in Delaware Statuatory Trusts. Finally, we compare two higher risk strategies: A balanced portfolio of 3x leveraged ETFs or a return stacking strategy that combines stock and long-term bond exposure. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you … [Read more...]
410 Plus: TIPS Auction Results, Normal Interest Rates, 90/10 Portfolios, and Financial Independence
In Plus episode 410, we review the results from the recent TIPS auction that David participated in. We look at what determines interest rates and whether there is a normal level. We discuss Warren Buffett's recommended portfolio allocation for a trust he set up. Finally, we look at what financial independence means. 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...]
