In Plus episode 474, we review what it means that investors who purchase stock through a brokerage firm don't really own the stock but are only entitled to the dividends. We explore a new closed-end fund, DXYZ, that invests in private technology companies like SpaceX. Finally, we review a Canadian cash equivalent ETF, HSAV, that allows investors to avoid paying income tax. … [Read more...]
473 Plus: April 2024 Investment Conditions and Exiting AMJ
In Plus episode 473, we review investment conditions as of early April 2024. We consider options for rebalancing away from U.S. stocks after their 30% gain in the past year. David also shares why we sold the JP Morgan Alerian MLP ETN. … [Read more...]
472 Plus: When to Use Option Writing Strategies, Premium Income Barrier ETFs, and Performance Tracking Apps
In Plus episode 472, we compare covered call and put writing strategies to Innovator's Premium Income Barrier ETFs. We consider how option writing strategies fit into a portfolio. Finally, we briefly discuss three options for tracking net worth and portfolio performance. … [Read more...]
471 Plus More on Covered Calls, Shorting Volatility, and Investing Emergency Funds
On Plus episode 471, we compare covered call strategies, selling puts, and shorting volatility. We explore the purpose of emergency funds and how to invest them. … [Read more...]
470 Plus: Annuities Correction, Europe versus U.S. Value Stocks, Analyzing BOXX, and Accredited Investor Rules
In Plus episode 470, we correct a misstatement about immediate annuities. We explore whether European stocks can be a replacement for U.S. value stocks. We analyze the Alpha Architect 1-3 Month Box ETF (BOXX), which has used an options strategy to replicate the return of Treasury bills without generating ordinary income. Finally, we consider why the U.S. and other countries have rules that limit who can invest in alternative investments. … [Read more...]
469 Plus: March 2024 Investment Conditions and Adaptive Model Portfolio Changes
In Plus episode 469, we review current investment conditions including the improvements in economic trends and earnings growth that justified increasing the stock allocation in the adaptive model portfolio examples. … [Read more...]
468 Plus: Immediate Annuity Yields, LifeX Funds, and Restricted Stock Units
In Plus episode 468, we review the safety-first retirement approach using guaranteed income sources. We explore a surprising insight about immediate annuity payout rates as interest rates increase. We analyze the Life X family of mutual funds that have an immediate annuity twist. Finally, we look at whether one should sell their restricted stock units after they vest. … [Read more...]
467 Plus: Fallen Angels, BBB Bonds, Swapping Out Leveraged Loans Funds, and How to Use the Investment Conditions Report
In Plus episode 467, we explain the resources on Money for the Rest of Us Plus to learn about different asset classes. We explore investing in fallen angel bonds, which are bonds that have recently been downgraded to non-investment grade status. We also explore investing in BBB bonds. David explains his recent portfolio change to swap out his leveraged loan exposure. Finally, we review how to use the investment conditions and strategy report. … [Read more...]
466 Plus: When ETNs Mature, Long Angle Community, and a Long Duration Credit Muni CEF
In Plus episode 466, we review the exchange offer for the JP Morgan Alerian MLP ETN (AMJ). The original ETN is set to mature in May 2024. David shares his experience and thoughts on the Long Angle community. Finally, we analyze the Nuveen Municipal Credit Income Fund (NZF). … [Read more...]
February 2024 Investment Conditions Commentary
In Plus episode 465, we discuss why economic trends were upgraded to YELLOW neutral even as asset class valuations were downgraded due to high stock valuations. We discuss why investors should be cautious about increasing their stock allocation targets until there is more corporate earnings per share improvement. Finally, we discuss several new charts added to the monthly investment conditions and strategy report. … [Read more...]
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