In Plus episode 527, David discusses changes in his portfolio to add a CLO ETF and sell the individual single family home rental REITs that he owned. We analyze a new ultra-short-term TIPS ETF. Finally, we revisit the performance of defined outcome ETFs based on the models we are running and some recent research from AQR. … [Read more...]
525 Plus: Banning Chinese Stocks and Reviewing a Paper on U.S. versus Non U.S. Stock Returns
In Plus episode 525, we analyze the risk of the Trump Administration banning U.S. citizens and entities from owning Chinese-listed stocks, including stocks held in ETFs and mutual funds. We also discuss two papers by AQR Capital Management on U.S. versus non-U.S. stock returns. … [Read more...]
524 Plus: Buying Pre IPO Stock Shares, Online Versus Offline Ownership, and a Closed End Fund Follow Up
In Plus episode 524, we review the risks of purchasing pre-ipo stock on platforms like EquityZen. We also compare owning gold and cryptocurrency offline versus owning an ETF or holding them through a custodian. Finally, David provides an update on a conversation he had with Steve Selengut about closed-end fund investing. … [Read more...]
523 Plus: May 2025 Investment Strategy Commentary and a Portfolio Change
In Plus episode 523, we review the impact of the trade war on financial markets and portfolio positioning for navigating the crisis. David also discusses a new asset-based lending investment in his portfolio. … [Read more...]
521 Plus: Investing in European Union Bonds, Hedging Currency Risk and a Weakening U.S. Dollar
In Plus episode 521, we explore how investors can invest in AAA rated bond backed by the European Union. We also review how non-U.S. stock currency-hedged ETFs work and whether now is a good time to increase or decrease currency hedging. Finally, we review why Goldman Sachs believes the U.S. dollar could depreciate another 20% to 30% from current levels. … [Read more...]
Active Bond Management, TIPS Volatility, and a New Asset-backed Bond ETF
In Plus episode 520, we examine why a greater percentage of bond managers outperform a passive index compared to active stock managers. We review why Treasury Inflation Protection Securities exhibit day-to-day price volatility. Finally, we review the new DoubleLine Asset-backed Securities ETF (DABS). … [Read more...]
Plus 519: PUTW Rebranding, a Member Portfolio Review, and a New Public Private Corporate Bond ETF
In Plus episode 519, we share two announcements that impact Plus members. We review how the WisdomTree PutWrite Strategy Fund (PUTW) was rebranded and became the WisdomTree Equity Premium Income Fund (WTPI). We explore how WTPI's strategy differs from PUTW. We take a brief look at the Simplify Volatility Premium ETF (SVOL). We discuss a member's portfolio transition. Finally, we analyze the new SPDR SSGA Investment Grade Public & Private Credit ETF (PRIV). … [Read more...]
516 Plus: Ultra Short Term Bond ETFs, Intl Bond ETFs, and an Intl Equity Enhanced Closed End Fund
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...]
- 1
- 2
- 3
- …
- 20
- Next Page »
