In Plus episode 565, I discuss recent portfolio trades that I made. We provide updated returns for U.S. and non-U.S. stocks for the fourth quarter compared to the rest of the year, including during presidential and mid-term election years.
We examine whether the Virtus Seix Senior Loan ETF (SEIX) can replace the Virtus Seix Floating Rate High Income Fund (SAMBX).
We answer a member’s question about using a non-investment-grade bond bullet ETF to partially fund an upcoming balloon payment.
Finally, we review the Vanguard Fully Paid Lending Program, Vanguard’s securities lending program.
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