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). Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About … [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). Become a Member If … [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. Become a Member If you would like to listen to this … [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, Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 515 Plus Show Notes Role-based portfolio … [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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 512/513 … [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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 511 Plus Investments Mentioned Vanguard Small-Cap Value ETF … [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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by … [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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 508 Plus Show Notes Asset Allocation Assumptions Asset Allocation Spreadsheets … [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. Become a Member If you would like to listen to this episode of Money For the Rest of … [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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 506 Plus Transcript Download Transcript Welcome to Money for the Rest of Us Plus. … [Read more...]
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