In Plus episode 430, we analyze the risk and reward of combining a target date retirement fund with a small cap value allocation. We also analyze Innovator ETFs' new Premium Income Barrier outcome-based ETFs. … [Read more...]
429 Plus: Stocks and Inflation, Emerging Markets Bonds
In Plus episode 429, we consider how stocks perform during periods of high inflation by looking at the example of Argentina and a recent academic study on the topic. … [Read more...]
428 Plus: CMBS Risks, ETF Replacements for Money Market Mutual Funds, and Comparing Two Value ETFs
In Plus episode 428, we explore how commercial mortgage-backed securities work. We look at ETF options that are similar to money market mutual funds. We analyze the U.S. Benchmark Series, a new ETF family, where each ETF owns only one U.S. Treasury security. Finally, we compare the Cambria Shareholder Yield ETF (SYLD) to the Distillate US Fundamental Stability & Value ETF (DSTL). … [Read more...]
427 Plus: April 2023 Investment Conditions Commentary
In Plus episode 427, we review economic trends, asset class valuations, and financial market trends in light of the banking scare last month. … [Read more...]
426 Plus: TIPS vs CDs, 1031 Exchange, and a Balanced Leveraged ETF Portfolio
In Plus episode 426, we analyze how to decide between 5-year TIPS or 5-year certificates of deposit. We explore how real estate investors defer taxes through 1031 exchanges and investing in Delaware Statuatory Trusts. Finally, we compare two higher risk strategies: A balanced portfolio of 3x leveraged ETFs or a return stacking strategy that combines stock and long-term bond exposure. … [Read more...]
425 Plus: Bank Contagion Update, Mid Cap Value ETFs, SEC Yields, and Deciding When to Retire
In Plus episode 425, we provide an update on the U.S. banking situation and the potential impact on financial markets and the economy. We look at mid-cap value investing and profile three mid-cap value ETFs. We also review a small-cap value with momentum ETF. We review what unsubsidized SEC yields are. Finally, we consider whether a member has enough to retire. … [Read more...]
424 Plus: CLO ETF Trade, Bonds vs Stocks, Preferred Stock Dividends, and AI ETFs
In Plus episode 424, we review a recent portfolio trade David made. We look at the valuations of stocks versus bonds. We consider why more preferred stocks are non cumulative versus cumulative. Finally, we review an ETF that invests in AI. … [Read more...]
423 Plus: March 2023 Investment Conditions Commentary
In Plus episode 423, we review economic trends, asset class valuations, earnings expectations, and market internals as of early March. February was a case of good news being bad. … [Read more...]
422 Plus: A TIPS Trade, TIPS Taxes, Wash Sale Update, and Finding Alternative Investment Funds
In Plus episode 422, we discuss a recent TIPS purchase David made. We review how TIPS are taxed, including what are original issue discounts. We look at examples of tax loss harvesting trades that Schwab Intelligent Portfolios made that they don't believe violate the wash sale rule. Finally, we discuss the challenge for individual investors in finding alternative investment managers in the venture capital and leveraged buyout areas. … [Read more...]
421 Plus: Follow Up to Hiring an Investment Advisor and DoubleLine’s New Bond ETF
In Plus episode 421, we revisit a situation from Episode 389 in which a member was interviewing investment advisors to see what he decided to do. We also compare DoubleLine's new DoubleLine Opportunistic Bond ETF (DBND) to other ETFs and mutual funds the firm offers. … [Read more...]
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