David reviews his performance record of investing in debt and convertible-focused closed-end funds, noting that most closed-end funds often fall short of their distribution yields due to price declines. We also look at the risk of the DoubleLine Total Return Bond fund (DBLTX), and analyze the new DoubleLine MultiSector ETF (DMX). … [Read more...]
527 Plus: Portfolio Trades, Ultra Short-term TIPS ETF, and Revisiting Buffer ETFs
In Plus episode 527, David discusses changes in his portfolio to add a CLO ETF and sell the individual single family home rental REITs that he owned. We analyze a new ultra-short-term TIPS ETF. Finally, we revisit the performance of defined outcome ETFs based on the models we are running and some recent research from AQR. … [Read more...]
526 Plus: June 2025 Investment Conditions Commentary
In Plus episode 526, we review financial market returns, the underlying narratives driving financial markets, and portfolio positioning. … [Read more...]
525 Plus: Banning Chinese Stocks and Reviewing a Paper on U.S. versus Non U.S. Stock Returns
In Plus episode 525, we analyze the risk of the Trump Administration banning U.S. citizens and entities from owning Chinese-listed stocks, including stocks held in ETFs and mutual funds. We also discuss two papers by AQR Capital Management on U.S. versus non-U.S. stock returns. … [Read more...]
524 Plus: Buying Pre IPO Stock Shares, Online Versus Offline Ownership, and a Closed End Fund Follow Up
In Plus episode 524, we review the risks of purchasing pre-ipo stock on platforms like EquityZen. We also compare owning gold and cryptocurrency offline versus owning an ETF or holding them through a custodian. Finally, David provides an update on a conversation he had with Steve Selengut about closed-end fund investing. … [Read more...]
523 Plus: May 2025 Investment Strategy Commentary and a Portfolio Change
In Plus episode 523, we review the impact of the trade war on financial markets and portfolio positioning for navigating the crisis. David also discusses a new asset-based lending investment in his portfolio. … [Read more...]
521 Plus: Investing in European Union Bonds, Hedging Currency Risk and a Weakening U.S. Dollar
In Plus episode 521, we explore how investors can invest in AAA rated bond backed by the European Union. We also review how non-U.S. stock currency-hedged ETFs work and whether now is a good time to increase or decrease currency hedging. Finally, we review why Goldman Sachs believes the U.S. dollar could depreciate another 20% to 30% from current levels. … [Read more...]
Active Bond Management, TIPS Volatility, and a New Asset-backed Bond ETF
In Plus episode 520, we examine why a greater percentage of bond managers outperform a passive index compared to active stock managers. We review why Treasury Inflation Protection Securities exhibit day-to-day price volatility. Finally, we review the new DoubleLine Asset-backed Securities ETF (DABS). … [Read more...]
Plus 519: PUTW Rebranding, a Member Portfolio Review, and a New Public Private Corporate Bond ETF
In Plus episode 519, we share two announcements that impact Plus members. We review how the WisdomTree PutWrite Strategy Fund (PUTW) was rebranded and became the WisdomTree Equity Premium Income Fund (WTPI). We explore how WTPI's strategy differs from PUTW. We take a brief look at the Simplify Volatility Premium ETF (SVOL). We discuss a member's portfolio transition. Finally, we analyze the new SPDR SSGA Investment Grade Public & Private Credit ETF (PRIV). … [Read more...]
518 Plus: April 2025 Investment Strategy Commentary
We review what happened, where are we now, and where are we heading after the steepest stock market decline in five years. … [Read more...]
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