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...]
464 Plus: Floating Rate Treasuries, Actively Managed Preferred Stock, Valuing Assets, and Individual Country ETFs
In Plus episode 464, we review how floating rate U.S. Treasury bonds are structured and why the iShares Floating Rate Treasury Bond ETF (TFLO) has a tiny bit of volatility compared to a money market mutual fund. Why different preferred stock issues from the same issuer have different yields. We discuss actively managed preferred stock strategies. Can we use the same methodology to value income-producing and non-income-producing assets? Do we need to invest in individual country ETFs to … [Read more...]
463 Plus: Model Portfolios, UK versus US Valuations, MCI Premium, and MFD Proxy Battle
In Plus Episode 463, we answer member questions on model portfolio implementations. We discuss the valuations and return expectations for UK stocks versus the USA. We discuss why the Barings Corporate Investor Fund (MCI) sells at a premium to its net asset value. Finally, we analyze the proxy battle being led by Saba Capital regarding the potential merger involving the Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) … [Read more...]
462 Plus: Immediate Annuities, More on Closed-End Funds, and Currency ETFs
In Plus episode 462, we review why one might want to buy an immediate annuity to help fund retirement expenses. We consider the Cohen & Steers Closed End Opportunity Fund (FOF). Finally, we discuss using an ETF to speculate on currencies. … [Read more...]
461 Plus: Updated Expected Returns, Index Rebalancing, and Portfolio Questions
In Plus episode 461, we review the changes to the Money for the Rest of Us Plus expected return assumptions and discuss the resources available on the site for modeling portfolios using the return assumptions. We answer a question on how stock index providers, such as S&P, handle share count changes for determining the weighting of a holding within the index. Finally, David answers some questions on his portfolio, including a review of the asset category ranges he has had for the past … [Read more...]
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