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...]
518 Plus: April 2025 Investment Strategy Commentary
We review what happened, where are we now, and where are we heading after the steepest stock market decline in five years. … [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...]
514 Plus: March 2025 Investment Strategy Commentary
In Plus episode 514, we review what happened with financial markets and the economy, where we are now, and where we are heading. We explore the potential impact of U.S. tariffs and other fiscally restrictive policies on the economy, corporate earnings, and currencies. We review a long-term performance attribution, model potential scenarios, and review the best and worst-performing stock markets last month. … [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...]
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. … [Read more...]
510 Plus: February 2025 Investment Conditions Commentary
This week on Plus episode 510, we review financial market returns, economic trends, asset class valuations and explore some of the headwinds and tailwinds for financial markets in 2025. … [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. … [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. … [Read more...]
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