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...]
460 Plus: January 2024 Investment Conditions
In Plus episode 460, we review financial market performance for 2023 and set expectations for 2024. … [Read more...]
459 Plus: TIPS Liquidity, a new MBS ETF, Closed-end Fund ETFs, and MLP Data
In Plus episode 459, we discuss who is on the other side of the TIPS trade. We analyze the Simplify MBS ETF (MTBA) and learn what mortgage-backed TBAs are. We review the performance and risk of ETFs that invest in closed-end funds. Finally, we explain why MLP data is no longer included in the monthly investment conditions and strategy report. … [Read more...]
458 Plus: December 2023 Investment Conditions Commentary
In Plus episode 458, we review current investment conditions as of early December 2023. We explore why interest rates fell, leading to "an everything rally," and how that impacts returns for various asset classes. … [Read more...]
457 Plus: Yield-to-maturity, Cumulative vs Annualized Returns, Number of Funds, DSU and AGNC
In Plus episode 457, we explore how to calculate yield-to-maturity, cumulative returns, and annualized returns and how the measures differ. We explain why it is so challenging to identify an appropriate investment vehicle. We answer member questions on David's leverage loan holding (DSU) and preferred stock mortgage REIT with AGNC. … [Read more...]
456 Plus: 4% Rule, TFLO, Personal Inflation Rates, Emerging Latin America, and GIM
In Plus episode 456, we explore how to apply retirement spending rules when real estate properties will be sold during retirement. We consider the risks of investing in the iShares Floating Rate Treasury ETF (TFLO). We answer a question about the hoopla surrounding Treasury Inflation Protection Securities. Why has David not purchased a dedicated Latin America Emerging Markets Stock ETF. Update on the Templeton Global Income Fund (GIM). … [Read more...]
455 Plus: TIPS Ladder Follow Up, New Charts Status, Portfolio Trades Clarification and the State of Crypto
In Plus episode 455, we try to simplify the cash flow aspect of TIPS ladders. We answer a question on why not just own TIPS ETFs. We provide an update on bond charts so members can better analyze the attractiveness of credit strategies. We answer a question on David's recent portfolio trades. Finally, we explore why David still owns cryptocurrency and whether the conviction of FTX's Sam Bankman Fried changes anything. … [Read more...]
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