Money for The Rest of Us

Investment help and financial guidance for the rest of us.

  • Podcast
  • Guides
        • Asset Classes

        • A Complete Guide to Investing in I Bonds and TIPS (2025)
        • A Complete Guide to Equity REIT Investing
        • A Complete Guide to Mortgage REIT Investing
        • A Complete Guide to Investing in Gold
        • A Complete Guide To Investing In Convertible Bonds
        • Investing in Bitcoin, Oil, and Volatility ETFs
        • Carbon Investing and its Effect on Climate Change
        • Farmland Investing
        • The Opportunity and Risk of Frontier Markets
        • Investment Vehicles

        • A Complete Guide to Investment Vehicles
        • How to Invest in Closed-End Funds
        • What Are SPACs and Should You Invest in Them?
        • Money and Economics

        • A Complete Guide to Understanding and Protecting Against Inflation
        • Understanding Web3 Investing
        • Strategy

        • Why You Should Rebalance Your Portfolio
        • What Is Risk vs Uncertainty?
        • Tail Events and Tail Risk
  • Resources
        • General Resources

        • Topic Index
        • Glossary
        • Most Influential Books
        • Member Tools

        • Member - Getting Started Guide
        • Asset Allocation and Portfolio Tools
        • Current Investment Strategy Report
        • All Investment Conditions Reports
        • Strategic and Adaptive Model Portfolios
        • Member Tools and Downloads
        • Member Resources

        • Plus Premium Episodes
        • Submit A Question to the Plus Podcast
        • Member Forums
        • David’s Current Portfolio
        • David's Portfolio Trades
        • Courses

        • Investing in Closed-End Funds
  • Members
  • Join
  • Log In
You are here: Home / Archives for utility stocks

469: Which Will Perform Better: Berkshire Hathaway or Utility Stocks?

March 6, 2024 by David Stein · Updated August 5, 2024

Berkshire Hathaway doesn't pay a dividend, its cash pile keeps growing, and Buffet says it's gotten too big to make acquisitions that can impact the company. Meanwhile, utility ETFs have a steady 3.5% dividend yield. Which will be the better-performing investment going forward? Topics covered include: How has Berkshire Hathaway performed relative to the S&P 500 Index and other active managers Why Warren Buffett believes Berkshire's electric utility holdings were a … [Read more...]

Filed Under: Podcast Tagged With: Berkshire Hathaway, Buffett (Warren), utilities, utility stocks

330 Plus: February 2021 Investment Conditions, Bond Fund Break Evens, and Municipal Bonds versus Utilities

February 6, 2021 by David Stein · Updated October 4, 2021

In Plus Episode 330, we review investment conditions as of early February 2021. We calculate the break-even time for taxable and municipal bond funds to recoup price losses due to rising interest rates. We also compare municipal bond funds to utility dividend yields and find utilities to be more attractive. … [Read more...]

Filed Under: Uncategorized Tagged With: dollar cost averaging, MFD, municipal bonds, utilities, utility stocks, VTEB

325 Plus: Mid Month Update, Utility Stocks and Duel Listings of Foreign Stocks

December 19, 2020 by David Stein · Updated May 2, 2022

In Plus episode 325, we review market returns, the latest economic releases and two portfolio trades in David's portfolio. We look at the viability of utility stock investing as a substitute for bonds. Finally, we look at how companies list their stock shares in different countries and the impact of recent legislation that could lead to the delisting of many Chinese companies whose shares trade on U.S. exchanges. … [Read more...]

Filed Under: Uncategorized Tagged With: ADR, american depository receipt, DSL, dual stock listing, EWUS, utilities, utility stocks

176 Plus: Investing In Utilities and Reviewing An Active Bond Fund

October 13, 2017 by David Stein · Updated May 20, 2021

This week October 13, 2017 on Money For the Rest of Us Plus, we explore the merits of investing in the utilities sector as an income strategy. We also analyze the Osterweiss Strategic Income Fund against a backdrop of low expected returns for non-investment grade bonds. Finally, a word of caution regarding the tax treatment for crowdfunded real estate investments. … [Read more...]

Filed Under: Uncategorized Tagged With: non-investment grade bonds, OSTIX, utilities, utility stocks

Contact | Team | Topic Index


Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737

Copyright © 2025 • Disclosures, Privacy Policy, and Cookie Policy • Site by Tempora

Manage Cookie Consent

We use cookies to optimize our website, marketing, and services. 

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}
Manage Cookie Consent
We use cookies to optimize our website, marketing, and services. We never sell users' data.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}