In Plus episode 532, we correct last week's episode regarding the valuations of ETFs that invest in AI. We discuss investing in high-octane stocks like NVIDIA. We examine why CLO equity closed-end funds experienced a sell-off this week, including the news that the Department of Justice is investigating alleged collusion by CLO equity investors. Finally, we explain why equity REIT ETFs could have a return of capital distribution. … [Read more...]
531 Plus: AI ETFs, Mortgage REITS, Autocallable Notes ETF, and Trust Preferred Securities
In Plus episode 531, we review the leading ETFs that invest in the AI space. We consider what environments mortgage REITS perform the best, and is now a good time to invest. We analyze the new Calamos Autocallable Income ETF. Finally, we explore what trust preferred securities are. … [Read more...]
529 Plus: Annual Reports, Baby Bonds, and CLO Equity
In Plus episode 529, we discuss whether it is worth reading the annual reports of funds and ETFs. We contrast investing in baby bonds versus preferred stock. Finally, we examine the investment in CLO equity-focused closed-end funds. … [Read more...]
528 Plus: Closed-End Fund Price Declines, DBLTX Risk and a New DoubleLine ETF
David reviews his performance record of investing in debt and convertible-focused closed-end funds, noting that most closed-end funds often fall short of their distribution yields due to price declines. We also look at the risk of the DoubleLine Total Return Bond fund (DBLTX), and analyze the new DoubleLine MultiSector ETF (DMX). … [Read more...]
527 Plus: Portfolio Trades, Ultra Short-term TIPS ETF, and Revisiting Buffer ETFs
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...]
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