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You are here: Home / Archives for Plus Episodes

502 Plus: TFLO Flash Crash, Active Asset Allocation, Coinbase, and Investing in Bitcoin

November 23, 2024 by David Stein · Updated December 16, 2024

In Plus episode 502, we discuss the one-day flash crash for the iShares Treasury Floating Rate Bond ETF in 2014. We discuss the reasons for the initial allocation to TFLO in the adaptive model portfolios back in 2018. We discuss the importance of making incremental portfolio changes compared to large moves. Finally, we discuss the improving financial situation at cryptocurrency custodian Coinbase and the ways to invest in Bitcoin. … [Read more...]

Filed Under: Money Plus Tagged With: asset allocation, Bitcoin, Coinbase, TFLO

501 Plus: Why Interest Rates Are Rising, Maximum Drawdowns, and Buffer ETF Underperformance

November 16, 2024 by David Stein · Updated December 5, 2024

In Plus episode 501, we review why Federal Reserve Chair Powell said the Fed isn't in a hurry to lower its policy rate. We revisit why interest rates are increasing. David shares the expected return, ranges, and maximum drawdown of his portfolio. We analyze why buffer ETFs can lag the underlying reference assets when the stock market is appreciating. … [Read more...]

Filed Under: Money Plus Tagged With: buffer ETFs, Federal Reserve, interest rates, maximum drawdown

500 Plus: November 2024 Investment Conditions and a Correction

November 9, 2024 by David Stein · Updated December 3, 2024

In Plus episode 500, we acknowledge 10 years of Plus episodes. We correct a misstatement from last week's Plus episode. We also review investment conditions as of early November 2024. … [Read more...]

Filed Under: Money Plus

499 Plus: Reducing Savings Bond Exposure, A New Tax Aware ETF, and Did a Tail Risk ETF Work

November 2, 2024 by David Stein · Updated November 14, 2024

In Plus episode 499, David shares why he reduced his exposure to Series I Savings Bonds. We briefly look at the recently announced Cambria Tax Aware ETF (TAX). Finally, we analyze the historical performance of the Cambria Tail Risk ETF (TAIL) and compare it to just having a lower allocation in stocks. … [Read more...]

Filed Under: Money Plus Tagged With: buying puts, portfolio hedges, put options, savings bonds, Series I savings bonds, TAIL, tail risk, TAX, tax efficiency

498 Plus: Using an Advisor in Retirement, Non Investment Grade Bonds, and a CLO Follow Up

October 26, 2024 by David Stein · Updated November 14, 2024

In Plus episode 498, we consider whether to use a financial advisor in retirement. We explore if there is a rule of thumb for when to invest in non-investment grade bonds. We analyze the BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) Finally, we provide a yield update for the VanEck AA-BB CLO ETF (CLOB) … [Read more...]

Filed Under: Money Plus Tagged With: CLOB, financial advisors, high yield bonds, non-investment grade bonds, XCCC

497 Plus: Portfolio Trade, Bond and CLO Defaults, and Non-U.S. Stock Valuations

October 12, 2024 by David Stein · Updated November 1, 2024

This week on Plus episode 497, we review David's trade to sell ASGI. We review historical default rates for bonds and CLOs. We also explore why non-U.S. stock valuations are lower today than 20 years ago. … [Read more...]

Filed Under: Money Plus Tagged With: ASGI, bond defaults, CLOB, CLOs, collateralized loan obligation, MFD, non-U.S. stocks, portfolio change, stock valuations

496 Plus: October 2024 Investment Conditions and a Portfolio Trade

October 5, 2024 by David Stein · Updated October 11, 2024

In Plus episode 496, we review investment conditions as of early October 2024. We also discuss David's recent portfolio trade to switch out buffer ETFs. … [Read more...]

Filed Under: Uncategorized

495 Plus: China’s Stock Boom, U.S. Recession Risk, and Fractional Shares

September 28, 2024 by David Stein · Updated October 11, 2024

In Plus episode 495, we explore why the Chinese stock market has gained 15% this month. We review the latest leading economic indicators to assess U.S. and global recession risk. Finally, we touch on fractional share ownership. … [Read more...]

Filed Under: Money Plus Tagged With: China, fractional shares, recession indicators

494 Plus: TIPS, When to Sell a Bond, and a New Deletion ETF

September 21, 2024 by David Stein · Updated September 30, 2024

In Plus episode 494, we compare owning a TIPS ladder versus using TIPS ETFs. We consider when an investor should sell an individual bond that has appreciated in price. Finally, we review the Research Affiliates Deletion ETF (NIXT) … [Read more...]

Filed Under: Money Plus Tagged With: bond ladder, NIXT, sell discipline, TIPS

493 Plus: Investing in India, Simplify Volatility Premium ETF, and Stock Market Inelasticity

September 14, 2024 by David Stein · Updated October 1, 2024

In Plus episode 493, we revisit the case for investing in the Indian stock market and consider whether one should do so with an ETF that hedges currency exposure. We revisit the Simplify Volatility Premium ETF, now that it has three years of performance history. Finally, we review the inelastic market hypothesis that seeks to explain why stocks are so volatile. … [Read more...]

Filed Under: Money Plus Tagged With: India, inelasticity, SVOL

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