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You are here: Home / Archives for David Stein

Adaptive Model Portfolio Change: Increasing Stock Exposure

March 9, 2024 by David Stein · Updated March 9, 2024

… [Read more...]

Filed Under: Portfolio Insights

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

468: Lessons from Japan’s 34 Years of Stock Market Underperformance

February 28, 2024 by David Stein · Updated March 7, 2024

Japan's stock market recently exceeded the all-time high first set in December 1989. That's 34 years of zero price appreciation for the stock market. What drove this lackluster performance, will it continue, and what can we learn from it? Topics covered include: How big was Japan's stock bubble, and how much did it contribute to the stock market's underperformance over the past three decades How do Japan's demographic trends impact its economic challenges, and what are the … [Read more...]

Filed Under: Podcast Tagged With: Japan

Portfolio Trade: Swapping Bank Loan Funds

February 23, 2024 by David Stein · Updated February 24, 2024

… [Read more...]

Filed Under: Uncategorized Tagged With: DSU, SEIX

467: Unraveling the Truth About ETFs: Benefits, Analysis, and the Indexing Bubble Myth

February 21, 2024 by David Stein · Updated February 29, 2024

How the ETF market is changing, why ETFs should be your preferred investment vehicle, and how to analyze ETFs to generate better investment performance. Topics covered include: How large have fund flows been away from active mutual funds and into ETFs How big are the largest ETF families and how has their market share grown Why the rise of active ETFs blurs the distinction between active and passive investing Why there doesn't appear to be an indexing price bubble, but the … [Read more...]

Filed Under: Podcast Tagged With: active ETFs, active management, active vs passive investing, ETF sponsors, ETFs, indexing, passive investing

466: Does Dividend Investing Still Work?

February 14, 2024 by David Stein · Updated February 26, 2024

Stocks that grow their dividends have outperformed non-dividend-paying stocks over the long-term, but not in the past 5, 10, and 20 years. Why are non-dividend paying stocks outperforming dividend growers, and will it continue? Topics covered include: What message do companies say when they initiate, grow, or cut their dividend What is dividend smoothing How have dividend payers performed relative to non-dividend payers Why have non-dividend payers, which are primarily … [Read more...]

Filed Under: Podcast Tagged With: dividend growers, dividend investing, dividend stocks, dividend yield, dividends, qualified dividends

465: Transforming Financial Regrets into Portfolio Gains: Five Strategies for Navigating Investment Emotions

February 7, 2024 by David Stein · Updated July 8, 2024

Humans are wired to feel regret. Here's how to learn from financial regret to become a better investor. Topics covered include: What cognitive biases make feelings of financial regret unavoidable We analyze two regret case studies - one from David and one from a Plus member Why do we avoid big regrets but manage through small ones Five cognitive tricks to help manage financial regrets Show Notes Fooled by Randomness: The Hidden Role of Chance in Life and in the … [Read more...]

Filed Under: Podcast Tagged With: loss aversion, regret

464: More Ways to Lock in Higher Yields in Case Interest Rates Fall

January 31, 2024 by David Stein · Updated February 15, 2024

Professional investors and other market participants are lousy at forecasting interest rates. Here are three more options to lock in higher yields today. Topics covered include: The risk of buying long-term bonds and ETFs to benefit from falling yields How volatility drag has impacted a long-term bond ETF like TLT Why interest rates won't go up just because the government issues more bonds How CDs, fixed annuities, and zero-coupon bonds work We compare and contrast the … [Read more...]

Filed Under: Podcast Tagged With: CDs, certificate of deposit, deferred annuity, fixed annuities, interest rates, MYGA, zero-coupon bonds

463: How to Lock in Higher Yields in Case Interest Rates Fall

January 24, 2024 by David Stein · Updated February 6, 2024

With cash yields expected to fall, here's how you can keep your portfolio income elevated by purchasing longer-term individual bonds and bullet ETFs Topics covered include: How future short-term interest rates, inflation expectations, and term premiums impact long-term interest rates How each of those rate drivers contributed to the close to 1% drop in interest rates in the past three months How yield to maturity is our guide to locking in a fixed return using individual bonds … [Read more...]

Filed Under: Podcast Tagged With: bonds, bullet ETFs, cash equivalents, fixed income, individual bonds, yield to maturity

462: Now Should You Buy a Bitcoin ETF?

January 17, 2024 by David Stein · Updated February 2, 2024

We explore reasons for buying Bitcoin using one of the new Bitcoin ETFs. We also consider the risks. Topics covered include: Why the SEC finally decided to approve spot Bitcoin ETFs What are the fees and structure of these new Bitcoin ETFs How Bitcoin is similar and different from the fiat money system Where Bitcoin fits in an investment portfolio Show Notes Statement on the Approval of Spot Bitcoin Exchange-Traded Products by Chair Gary Gensler—SEC Coinbase … [Read more...]

Filed Under: Podcast Tagged With: Bitcoin, Bitcoin futures, cryptocurrency, gold, money, money supply

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