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You are here: Home / Archives for Plus Episodes

525 Plus: Banning Chinese Stocks and Reviewing a Paper on U.S. versus Non U.S. Stock Returns

May 24, 2025 by David Stein · Updated May 24, 2025

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...]

Filed Under: Money Plus Tagged With: AQR, asset allocation assumptions, China, expected returns

524 Plus: Buying Pre IPO Stock Shares, Online Versus Offline Ownership, and a Closed End Fund Follow Up

May 17, 2025 by David Stein · Updated May 27, 2025

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...]

Filed Under: Money Plus Tagged With: closed-end funds, cryptocurrency, EquityZen, gold, IPOs

523 Plus: May 2025 Investment Strategy Commentary and a Portfolio Change

May 10, 2025 by David Stein · Updated May 10, 2025

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...]

Filed Under: Money Plus

521 Plus: Investing in European Union Bonds, Hedging Currency Risk and a Weakening U.S. Dollar

April 26, 2025 by David Stein · Updated May 11, 2025

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...]

Filed Under: Money Plus Tagged With: currency hedges, European bonds, European Union, U.S. dollar

Active Bond Management, TIPS Volatility, and a New Asset-backed Bond ETF

April 19, 2025 by David Stein · Updated May 1, 2025

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...]

Filed Under: Money Plus Tagged With: active bond funds, active ETFs, active management, asset-backed securities, DABS, TIPS

Plus 519: PUTW Rebranding, a Member Portfolio Review, and a New Public Private Corporate Bond ETF

April 12, 2025 by David Stein · Updated April 24, 2025

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...]

Filed Under: Money Plus Tagged With: member portfolio review, PRIV, PUTW, SVOL, WTPI

518 Plus: April 2025 Investment Strategy Commentary

April 5, 2025 by David Stein · Updated April 5, 2025

We review what happened, where are we now, and where are we heading after the steepest stock market decline in five years. … [Read more...]

Filed Under: Uncategorized

516 Plus: Ultra Short Term Bond ETFs, Intl Bond ETFs, and an Intl Equity Enhanced Closed End Fund

March 22, 2025 by David Stein · Updated April 1, 2025

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...]

Filed Under: Money Plus Tagged With: BGY, bonds, cash equivalent funds, currencies, international bonds, VBIL, VGUS

515 Plus: U.S. Dollar, a New All Weather ETF, and Daily Rebalancing

March 15, 2025 by David Stein · Updated March 19, 2025

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...]

Filed Under: Money Plus Tagged With: ALLW, rebalancing, role-based portfolios, RPAR, UPAR

514 Plus: March 2025 Investment Strategy Commentary

March 8, 2025 by David Stein · Updated March 8, 2025

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...]

Filed Under: Uncategorized

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