This week on Plus episode 516, we analyze two new Vanguard Ultra Short Term Bond ETFs. We also look at two ETF options for investing in shorter-term non-U.S. bonds. Finally, we consider a closed-end fund that invests in non-U.S. dividend-paying stocks while writing covered call options. Please note the ticker symbol for the BlackRock Enhanced International Dividend Trust is BGY, not BGI, as was said several times in the episode. … [Read more...]
515 Plus: U.S. Dollar, a New All Weather ETF, and Daily Rebalancing
In Plus episode 515, we provide a follow-up to episode 515 on the U.S. dollar as the reserve currency. We analyze the new SPDR Bridgewater All Weather ETF (ALLW). Finally, we look at a strategy of daily rebalancing, … [Read more...]
512/513 Plus: Exiting MCI and Comparing Conservative Fixed Income Options
In Plus episode 512/513, David discusses why he sold his position in the Barings Corporate Investors Fund (MCI). We also compare the yields and tax rules of U.S savings bonds, nominal Treasuries, zero coupon bonds, TIPS, CDs, fixed annuities, and municipal bonds. … [Read more...]
U.S. Small Cap Value Comparison, Bitcoin ETF Performance, and New Money Market ETFs
In Plus episode 511, we discuss differing performance among U.S. small-cap value ETFs. We see if Bitcoin ETFs accurately track underlying Bitcoin. Finally, we analyze two new money market ETFs by iShares. … [Read more...]
509 Plus: MCI Premium, BCD Fees, and the Missing Small Cap and Value Premium
In this week's Plus episode, we clarify some points from our private credit discussion in episode 509. We look at the risks with Barings Corporate Investors (MCI) selling at a 30% premium to its net asset value. We discuss why fees for ETFs that invest in BDCs are so high. Finally, we discuss Ashwath Damodaran's post on why U.S. small-cap and value stocks have underperformed. … [Read more...]
508 Plus: Annual Asset Class Expected Returns and Ranges Update
This week on Plus episode 508, we review the revised asset class expected returns. We discuss the process, changes to the assumptions, and tools available that incorporate the revised assumptions. … [Read more...]
507 Plus: Performance Attribution Revisited, Efficient Market Hypothesis, Private Credit
In Plus episode 507, we provide an update on the stock market performance attribution shared last week. We consider whether asset class pricing follows the efficient market hypothesis so asset classes can't be over or undervalued. We analyze the energy company Phoenix Capital and compare investing in its unsecured bonds to a more diversified private credit fund such as those offered by Cliffwater. … [Read more...]
506 Plus: January 2025 Investment Conditions Commentary
In Plus episode 506, we review financial market performance for 2024, analyze investment conditions, and consider risks and opportunities for investors looking to rebalance their portfolios. … [Read more...]
505 Plus: Japanese Stocks, Investing at All-Time Highs, and Exchange Funds
In Plus episode 505, we review the investment thesis and performance of the WisdomTree Japan Small Cap Dividend ETF (DFJ). We look at U.S. stock market performance when investing at all-time highs. Finally, we explore how exchange funds work for diversifying out of low cost basis individual stock positions. … [Read more...]
504 Plus: Portfolio Trade, Indexing Bubble, and Money Market Capital Gains
In Plus episode 504, David explains his recent portfolio trade to exit his AI-related ETFs and increase his allocation to non-U.S. small-cap stocks. We review Simplify ETF strategist Michael Greene's work on why he believes an indexing bubble exists. Finally, we look at how investments in short-term Treasury ETFs can lead to a capital gain depending on when they are sold. … [Read more...]
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