In Plus episode 552, David discusses the change in his portfolio to eliminate the iShares Large Cap Max Buffer September ETF (SMAX) from his portfolio and reallocate the assets to the Brookmont Catastrophe Bond ETF (ILS), and the IMGP DBI Managed Futures Strategy ETF (DBMF).
We discuss a member’s question about asset location and an inquiry into how to receive alerts for ETFs that meet a certain price threshold.
Finally, David shares his thoughts on the current environment for private credit and whether now is a good time to be adding exposure.
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