In Plus episode 482, we review the types, structures, default risks, and different tax treatments of municipal bonds. We also explain how to interpret the Income Strategies and Bond table in the monthly investment conditions report and discuss our plans to improve the table later this year. Finally, we provide an update on the YieldStreet crowdfunding platform, which encountered problems with its ship deconstruction deals. … [Read more...]
301: Use Caution with Alternative Investments
How alternative investment opportunities, such as venture capital, private equity, real estate and real assets, are increasing for individuals. Why these opportunities differ from what is available to institutional investors and how to evaluate them like a pro. Alternative investments are a private investment vehicle. You can learn more about investment vehicles in this guide. Topics covered include: What are alternative investments and how are they structured. What are 5 factors … [Read more...]
288 Plus: Pandemic Market Conditions Update, Why Value Has Underperformed, and YieldStreet Prism Fund
In Plus episode 288 for the week of February 29, 2020, we review the week's market carnage, what is driving it, and what to look for to decide to reduce or increase exposure to stocks. We look at what has caused the underperformance of the iShares Edge MSCI International Value ETF (IVLU) and other value strategies and why the ETF remains in the model portfolios. Finally, we analyze the YieldStreet Prism Fund to see if it is worth investing in. … [Read more...]
250 Plus: May 2019 Portfolio Review and Consolidating Accounts
In Plus episode 250 for the week of May 24, 2019, we review David's portfolio including a discussion of short-term lending and ship deconstruction via Yield Street. We look at the potential liquidity risk with bank loans. Finally, we answer a member's question regarding consolidating accounts with one broker. … [Read more...]
237 Plus: Money Manager Review, Overweighting U.S. Stocks and Water Rights
In Plus episode 237 for the week of January 26, 2019 we evaluate a money manager and recommended portfolio for a recently widowed 85 year old. We answer a member's questions regarding how much risk is he taking in overweighting U.S. stocks, with investing in long-term insured municipal bonds and participating on the Yield Street platform. Finally, we explore the value of water rights in an era of climate change. … [Read more...]
