Become a Member If you would like to read about this portfolio trade, consider becoming a member of Money For the Rest of Us Plus. Learn More About Membership » David purchased the newly issued 5-year Treasury Inflation Protection Security that the U.S. Treasury auctioned this week. The CUSIP is 91282CJH5. The coupon rate was set at 2.375%, and it was auctioned at a slight discount to the par, bringing the real yield to 2.44%. David purchased this TIPS direct via Schwab. … [Read more...]
Portfolio Trade: Adding to Existing Equity REIT and Preferred Stock Holdings
Become a Member If you would like to read about this portfolio trade, consider becoming a member of Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David increased his investment in two existing portfolio holdings that have fallen in price in the last twenty months, resulting in more compelling valuations and higher expected returns. Vanguard Real Estate ETF (VNQ) David increased his allocation to Vanguard Real Estate ETF (VNQ), a position he has held … [Read more...]
Portfolio Trade: Adding AI Influenced Growth Stock ETFs
Become a Member If you would like to read about this portfolio trade, consider becoming a member of Money For the Rest of Us Plus. Learn More About Membership » Today, David added to growth-oriented stock ETFs that will hopefully benefit from the advancements in artificial intelligence discussed in Episode 439. The two ETFs are the Harbor Long-term Growers ETF (WINN) and the iShares Exponential Technologies ETF (XT). Harbor Long-term Growers ETF The Harbor Long-term Growers … [Read more...]
Portfolio Trade: Adding CLO ETF
Become a Member If you would like to read about this portfolio trade, consider becoming a member of Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David purchased the BlackRock AAA CLO ETF (CLOA) by allocating some of his existing cash. CLOA invests in the highest-rated tranches of collateralized loan obligations, also known as CLOs. Collateralized loan obligations are structured securities that invest in syndicated bank loans, known as leveraged … [Read more...]
Portfolio Trade: Purchased Individual Treasury Inflation Protection Security
Become a Member If you would like to read about this portfolio trade, consider becoming a member of Money For the Rest of Us Plus. Learn More About Membership » On Wednesday of this week, David purchased this TIPS that matures in October 2027 through his online broker. The cusip is 91282CFR7.This inflation-index bond was first issued last October with a coupon rate of 1.625%. The coupon rate is used to calculate the semi-annual interest payment.That coupon rate was the highest of any … [Read more...]
Portfolio Trade: Adding to Mortgage REIT Preferred Stock Allocation
Become a Member If you would like to read about this portfolio trade, consider becoming a member of Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David increased his allocation to Annaly Capital Mgt 6.5% Preferred Series G stock (NLY/PRG) and added AGNC Series G preferred stock (AGNCL). On March 31, 2023, Annaly Capital Mgt 6.5% Preferred Series G stock is callable for the first time at $25 per share. In addition, its dividend converts to a variable rate … [Read more...]
Portfolio Trade: Buying 10-Year TIPS at Auction
Become a Member If you would like to read about this portfolio trade, consider becoming a member of Money For the Rest of Us Plus. Learn More About Membership » This week David participated in the reopened auction for the 9-year 8 month Treasury Inflation Protection Security that was first issued in July 2022. The CUSIP number is 91282CEZ0. At the auction, the security was priced with a real yield of 1.485%, the highest yield on a TIPS security since 2010. There is a discussion of … [Read more...]
Portfolio Trade: Exiting Simplify Volatility Premium ETF (SVOL)
Become a Member If you would like to read about this portfolio trade, consider becoming a member of Money For the Rest of Us Plus. Learn More About Membership » Today, David sold his investment in the Simplify Volatility Premium ETF (SVOL). David initially purchased this new ETF in June 2021. SVOL was launched in May 2021. David added to the investment in March 2022. SVOL's strategy is to go short VIX futures contracts in order to benefit from roll yield. VIX is the implied … [Read more...]
Portfolio Trade: Adding Individual Treasury Inflation Protection Security
Become a Member If you would like to read about this portfolio trade, consider becoming a member of Money For the Rest of Us Plus. Learn More About Membership » Today David purchased an individual Treasury Inflation Protection Security in the secondary market through his online broker. The inflation-indexed bond matures in April 2024 and was priced with a yield-to-maturity of 1.3%. The original coupon rate is 0.5%. Here is the CUSIP number for the bond: 9128286N5 U.S. real … [Read more...]
Portfolio Trade: Reducing Risk and Portfolio Holdings
Become a Member If you would like read about these portfolio trades, consider becoming a member of Money For the Rest of Us Plus. Learn More About Membership » Today David made some trades in recognition that overall investment conditions are low neutral, and to reduce the number of portfolio holdings in order to simplify the structure. David will provide more information on these portfolio changes in Plus episode 395. Equity Trades Global X Renewable Energy Producer ETF (RNRG) … [Read more...]
- « Previous Page
- 1
- 2
- 3
- 4
- 5
- …
- 14
- Next Page »
