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Money for the Rest of Us
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J. David Stein on DIY portfolio construction.

In the last 30 days, Money for the Rest of Us produced 13 attributed ideas; most-discussed: WTPI, PBP, IVV.

7
Ideas · 7d
13
Ideas · 30d
144
Ideas · all time
29
Episodes
Names this show discusses most
30D
WTPI · 2PBP · 1ILS · 1
90D
WTPI · 2PBP · 1ILS · 1BND · 1BSCV · 1NVDA · 1
Latest attributed ideas · most recent first
14 OCT5D AGOWhat If You Only Invested at Stock Market Peaks?
Overweight non-US stocks on valuation disparity
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14 OCT5D AGOWhat If You Only Invested at Stock Market Peaks?
Shiller CAPE at 40.7 signals flat real returns
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14 OCT5D AGOWhat If You Only Invested at Stock Market Peaks?
Ground portfolios in reasonable expected returns
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14 OCT5D AGOWhat If You Only Invested at Stock Market Peaks?
Forward US stock return of 5.6% annualized
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14 OCT5D AGOWhat If You Only Invested at Stock Market Peaks?
High profit margins driving US earnings growth
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14 OCT5D AGOWhat If You Only Invested at Stock Market Peaks?
US stock returns near zero from peak valuations
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14 OCT5D AGOWhat If You Only Invested at Stock Market Peaks?
Simulation: $50/week into target-date fund
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30 SEP3W AGOMoney for the Rest of Us Update and Survey
AI as a business and investing tool
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30 SEP3W AGOMoney for the Rest of Us Update and Survey
Business and investing as iterative processes
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23 SEP4W AGOSmall Gains, Big Losses: The Hidden Risk in Steady Income
Option income strategies' realistic 6-8% annual return
WTPIOpen in Zortix →
23 SEP4W AGOSmall Gains, Big Losses: The Hidden Risk in Steady Income
Index options offer higher volatility risk premium
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23 SEP4W AGOSmall Gains, Big Losses: The Hidden Risk in Steady Income
High win rate does not guarantee a positive return
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23 SEP4W AGOSmall Gains, Big Losses: The Hidden Risk in Steady Income
Catastrophe bonds as an insurance-linked investment
ILSOpen in Zortix →
9 SEP9 SEPThe Financial System Will Be Hacked and How to Prepare For It
AI frontier models pose systemic cyberattack risk
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9 SEP9 SEPThe Financial System Will Be Hacked and How to Prepare For It
Gold's bull run to continue despite rising real rates
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9 SEP9 SEPThe Financial System Will Be Hacked and How to Prepare For It
Physical cash as a pocket of independence
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9 SEP9 SEPThe Financial System Will Be Hacked and How to Prepare For It
Central bank de-dollarization is concentrated, not broad
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9 SEP9 SEPThe Financial System Will Be Hacked and How to Prepare For It
Term premium increase could further fuel gold rally
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9 SEP9 SEPThe Financial System Will Be Hacked and How to Prepare For It
Gold as a hedge amid declining bond-stock correlation
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9 SEP9 SEPThe Financial System Will Be Hacked and How to Prepare For It
ETF flows are a volatile but key gold price driver
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26 AUG26 AUGBond Market Chaos: Why Interest Rates Keep Rising and What to Do About It
U.S. debt dynamics risk higher term premium
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26 AUG26 AUGBond Market Chaos: Why Interest Rates Keep Rising and What to Do About It
Lock in yields with fixed-maturity products
ORIGINAL IDEAFIRST ON BND IN 30 DAYSBNDOpen in Zortix →
26 AUG26 AUGBond Market Chaos: Why Interest Rates Keep Rising and What to Do About It
Treasury interventions inject market uncertainty
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26 AUG26 AUGBond Market Chaos: Why Interest Rates Keep Rising and What to Do About It
Debasement trade not yet in play
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12 AUG12 AUG5 Steps to Simplify Your Investment Portfolio
TIPS as the attractive bond market opportunity
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12 AUG12 AUG5 Steps to Simplify Your Investment Portfolio
Simplify via asset location, not identical accounts
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12 AUG12 AUG5 Steps to Simplify Your Investment Portfolio
US growth stocks are very expensive
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12 AUG12 AUG5 Steps to Simplify Your Investment Portfolio
World ex-US small cap value as a cheap rebalancing target
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12 AUG12 AUG5 Steps to Simplify Your Investment Portfolio
Make portfolio changes incrementally, guided by taxes
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12 AUG12 AUG5 Steps to Simplify Your Investment Portfolio
AI as a flexible tool for retirement modeling
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION