In Plus episode 550, we explain why the yield on the Brookmont Catastrophic Bond ETF (ILS) is so low. We run a simulation analysis comparing a 75/25 portfolio to a 60/40 portfolio with 10 years to retirement. Finally, we discuss the private Fundrise Growth Tech Fund, LLC pending IPO to convert to a publicly-traded closed-end fund, Fundrise Innovation Fund (VCX). 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 … [Read more...]
490: Should You Invest in Private Equity?
How do buyouts, venture capital, and growth equity work? Has private equity outperformed the stock market, and can individual investors pursue these investment strategies? Topics covered include: Show Notes Understanding Private Fund Performance by Kaitlin Hendrix and Mamdouh Medhat—SSRN What Drives Private-Equity Performance Persistence? New Deal-Level Evidence by Axel Buchner and Susanne Espenlaub and Abdul Mohamed—SSRN Unlocking the Power of Relationships: Limited … [Read more...]
440: Beware of Platform Risk
How to mitigate the risk of investing on crowdfunding platforms where there is little transparency on the underlying financial health of the platform company. Topics covered include: Show Notes Amazon: Independent Sellers In The U.S. Sold More Than 4.1 Billion Products in 2022 by SGB Media—SGB Media PeerStreet LinkedIn Post by Brett Crosby—LinkedIn Crowdfunding platform PeerStreet files for bankruptcy by Flávia Furlan Nunes—Housingwire AI Was Q2’s Big Hope To Reverse … [Read more...]
394: How to Get Better at Risk Taking
Five ways we can better take and manage risk. Topics covered include: How likely is it that China will invade Taiwan and the stock market will fall 80%Why experts tend to be humble and don't make specific predictionsWhat is the difference between risk and uncertainty, and between loss capacity and loss aversionWhat factors impact our degree of loss aversion and loss toleranceWhy the economy needs more risk takers rather than rentiers Show Notes Investor Risk Profiling: An … [Read more...]
374 Plus: Portfolio Trade, A New Risk Parity ETF, and the Moonfare Private Equity Platform
In Plus Episode 374, David reviews why he reduced his exposure to Ether by half. We analyze the Ultra Risk Parity ETF (UPAR). Finally, we take a look at the Moonfare Private Equity platform that allows individual investors to invest in institutional leveraged buyout and venture capital funds. 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 … [Read more...]
350: How to Invest in Startups on Equity Crowdfunding Platforms?
The risks and opportunities of investing in startups on equity crowdfunding platforms. Topics covered include: Show Notes Squaring Venture Capital Valuations with Reality by Will Gornall and Ilya A. Strebulaev How Do Venture Capitalists Make Decisions? by Paul A. Gompers, Will Gornall, Steven N. Kaplan, and Ilya A. Strebulaev What Are SPACs and Should You Invest in Them?—Money For the Rest of Us First Quarter 2021 Private Capital Quarterly Review—Fund Evaluation … [Read more...]
303 Plus: Broken Assets, Impact Investing ETF, and a Venture Capital Fund for Individuals
In Plus Episode 303, we review a recent article on underperforming assets by Research Affiliates. We analyze the iShares MSCI Global Impact ETF and use it as an example for how to analyze an ETF. Finally, we consider the Alumni Ventures Group as an option for individuals to invest in venture capital. 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 … [Read more...]
253: Are IPOs the New Ponzi Scheme?
How venture capital–funded startups have run up massive losses while justifying premium valuations using creative profitability metrics. These private companies are now going public allowing early investors to cash out with sizable gains. Meanwhile, these new publicly traded companies are added to equity indices, forcing passive managers to purchase them for their index funds and ETFs. In this episode you’ll learn: Show Notes The Shrinking Universe of Public Firms: Facts, … [Read more...]
172 Plus: Whole Life Insurance, Venture Capital and a Weird Portfolio
This week September 16, 2017 on Money For the Rest of Us Plus we look at how to evaluate whole life insurance. We see whether venture capital is still risky if the companies have "skin in the game" and their management teams are committed to be successful. Finally, we review JP Morgan's asset allocation assumptions over the next 10 to 15 years and a "weird" portfolio built from them. … [Read more...]
