This is the June 2021 investment conditions and strategy report. It includes both a written version and an audio commentary that is part of Plus Episode 345. … [Read more...]
Model Portfolio Change: Adding Core Fixed Income
What Is a Leveraged ETF?
Definition, Overview, and Performance of Leveraged ETFs ARTICLE TABLE OF CONTENTS (Skip to Section) Leveraged ETF DefinitionExchange-Traded Funds Pros and ConsInverse ETFsDouble and Triple Leveraged ETFs What Leveraged ETFs OwnWho Should Invest in Leveraged ETFs?Leveraged ETF ExamplesAudio Lesson on Leveraged ETFs Leveraged ETF Definition Exchange-traded funds, or ETFs, are marketable securities that trade on an exchange and seek to track a specific index or a segment … [Read more...]
Portfolio Trade: Eliminating Credit and Adding TIPS
Portfolio Trade: Lowered Stock Exposure
Model Portfolio Change: Furthering Reducing Stock Exposure and Eliminating Credit Risk
Portfolio Trade: Reducing Risk
Model Portfolio Change: Reducing Stock Exposure and Eliminating Bank Loans
Portfolio Trade: Investing Excess Cash
Portfolio Trade: Adding Exposure to Mortgage REITs
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