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...]
502 Plus: TFLO Flash Crash, Active Asset Allocation, Coinbase, and Investing in Bitcoin
In Plus episode 502, we discuss the one-day flash crash for the iShares Treasury Floating Rate Bond ETF in 2014. We discuss the reasons for the initial allocation to TFLO in the adaptive model portfolios back in 2018. We discuss the importance of making incremental portfolio changes compared to large moves. Finally, we discuss the improving financial situation at cryptocurrency custodian Coinbase and the ways to invest in Bitcoin. … [Read more...]
501 Plus: Why Interest Rates Are Rising, Maximum Drawdowns, and Buffer ETF Underperformance
In Plus episode 501, we review why Federal Reserve Chair Powell said the Fed isn't in a hurry to lower its policy rate. We revisit why interest rates are increasing. David shares the expected return, ranges, and maximum drawdown of his portfolio. We analyze why buffer ETFs can lag the underlying reference assets when the stock market is appreciating. … [Read more...]
500 Plus: November 2024 Investment Conditions and a Correction
In Plus episode 500, we acknowledge 10 years of Plus episodes. We correct a misstatement from last week's Plus episode. We also review investment conditions as of early November 2024. … [Read more...]
499 Plus: Reducing Savings Bond Exposure, A New Tax Aware ETF, and Did a Tail Risk ETF Work
In Plus episode 499, David shares why he reduced his exposure to Series I Savings Bonds. We briefly look at the recently announced Cambria Tax Aware ETF (TAX). Finally, we analyze the historical performance of the Cambria Tail Risk ETF (TAIL) and compare it to just having a lower allocation in stocks. … [Read more...]
498 Plus: Using an Advisor in Retirement, Non Investment Grade Bonds, and a CLO Follow Up
In Plus episode 498, we consider whether to use a financial advisor in retirement. We explore if there is a rule of thumb for when to invest in non-investment grade bonds. We analyze the BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) Finally, we provide a yield update for the VanEck AA-BB CLO ETF (CLOB) … [Read more...]
497 Plus: Portfolio Trade, Bond and CLO Defaults, and Non-U.S. Stock Valuations
This week on Plus episode 497, we review David's trade to sell ASGI. We review historical default rates for bonds and CLOs. We also explore why non-U.S. stock valuations are lower today than 20 years ago. … [Read more...]
495 Plus: China’s Stock Boom, U.S. Recession Risk, and Fractional Shares
In Plus episode 495, we explore why the Chinese stock market has gained 15% this month. We review the latest leading economic indicators to assess U.S. and global recession risk. Finally, we touch on fractional share ownership. … [Read more...]
494 Plus: TIPS, When to Sell a Bond, and a New Deletion ETF
In Plus episode 494, we compare owning a TIPS ladder versus using TIPS ETFs. We consider when an investor should sell an individual bond that has appreciated in price. Finally, we review the Research Affiliates Deletion ETF (NIXT) … [Read more...]
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