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: Show Notes Berkshire Hathaway 2023 Shareholder Letter The Man Preparing for a Berkshire Hathaway Without Warren Buffett by Justin Baer—The Wall Street Journal Warren Buffett … [Read more...]
468: Lessons from Japan’s 34 Years of Stock Market Underperformance
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: Show Notes Japan’s Nikkei 225 index eclipses record high after 34 years by Leo Lewis—The Financial Times Investors eye further gains after Nikkei breaks through 1989 high by Leo Lewis and Kana Inagaki—The Financial … [Read more...]
Portfolio Trade: Swapping Bank Loan Funds
Become a Member If you would like read about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David sold his position in the BlackRock Debt Strategies Fund (DSU) and purchased the Virtus Seix Floating Rate Income ETF (SEIX). Both vehicles provide exposure to leveraged loans, also known as bank loans. You can learn more about leveraged loans in Episode 423 of the podcast and this video lesson. David sold … [Read more...]
467: Unraveling the Truth About ETFs: Benefits, Analysis, and the Indexing Bubble Myth
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: Show Notes Global Fund Flows Dominated by Fixed-Income and ETFs—Morningstar It’s Official: Passive Funds Overtake Active Funds by Adam Sabban—Morningstar ETF Issuer League Tables—VettaFi Global ETF Market Facts: three things to know from Q3 2023 by Samara Cohen—iShares Rise of Passive … [Read more...]
466: Does Dividend Investing Still Work?
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: Show Notes The dividend puzzle by Fischer Black—The Journal of Portfolio Management Can Dividend Investing Rise From the Dead? by Jon Sindreu—The Wall Street Journal Einhorn Says Markets ‘Fundamentally Broken’ By Passive, … [Read more...]
465: Transforming Financial Regrets into Portfolio Gains: Five Strategies for Navigating Investment Emotions
Humans are wired to feel regret. Here's how to learn from financial regret to become a better investor. Topics covered include: Show Notes Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets by Nassim Nicholas Taleb—Penguin Random House Episode Sponsors NetSuite – Get your free KPI checklist Long Angle is a private community of 2,500 very high net worth investors who leverage their collective expertise and scale to access and underwrite some of … [Read more...]
464: More Ways to Lock in Higher Yields in Case Interest Rates Fall
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: Show Notes Investors may be getting the Federal Reserve wrong, again—The Economist Today's Best Multi-Year Guaranteed Annuities—Immediate Annuities Zero-Coupon Treasuries Flew Off Shelves During October Yield Surge by Elizabeth Stanton—Bloomberg Episode Sponsors Monarch Money – Get an … [Read more...]
463: How to Lock in Higher Yields in Case Interest Rates Fall
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: Show Notes Term Premium on a 10 Year Zero Coupon Bond—FRED Economic Data Episode Sponsors Sponsors Betterment - the automated investing and savings app Money for the Rest of Us listener survey Related Episodes 455: Easier Investing, Richer Life: TIPS Ladders to Annuities 453: The Price … [Read more...]
462: Now Should You Buy a Bitcoin ETF?
We explore reasons for buying Bitcoin using one of the new Bitcoin ETFs. We also consider the risks. Topics covered include: Show Notes Statement on the Approval of Spot Bitcoin Exchange-Traded Products by Chair Gary Gensler—SEC Coinbase at the Center of Bitcoin ETF Draws Envy and Risks by Yueqi Yang and Olga Kharif—Bloomberg Federal Reserve Balance Sheet: Factors Affecting Reserve Balances - H.4.1—US Federal Reserve Episode Sponsors Long Angle is a private … [Read more...]
461: How Much Should Your Net Worth Grow Each Year?
The intricate dance between profession, risk, lifestyle, and luck in determining how net worth grows. Topics covered include: Show Notes Managing Oneself by Peter F. Drucker—Harvard Business Review Soloing: Realizing Your Life's Ambition by Harriet Rubin—HarperCollins Episode Sponsors Shopify - Sign up for a $1 per month trial period LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Related Episodes 62 Plus: What To Do When Too Much Of … [Read more...]
- « Previous Page
- 1
- …
- 4
- 5
- 6
- 7
- 8
- …
- 74
- Next Page »
