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480 Plus: U.S. Treasury Auctions, Fundamental Index, and a Peer Street Bankruptcy Update

In Plus episode 480, we explore how Treasury auctions work and what metrics are monitored to assess whether demand is strong or weak. We review the performance of fundamental indexing relative to value strategies and size-weighted indexes. Finally, we look at likely recoveries for investors on the bankrupt Peer Street crowdfunding platform. … [Read more...]

478 and 479 Plus: Public and Private REIT Update, Analyzing Individual Stocks, Comparing Brokerage Firms, and Direct Indexing

In this combined Plus episodes 478 and 479, we review public equity REITs' historical performance, expected returns, and current valuations. We also compare public equity REITs to private REITs and explain why private REITs continue to limit redemptions. We review how stock managers evaluate individual stocks. We compare Schwab's, Fidelity's, and Vanguard's ownership and explain why Schwab has less compelling cash sweep options. Finally, we look at FREC, a new competitor in the direct … [Read more...]

475 Plus: Convertible Bonds, Treasury ETFs, Cash Equivalents and Taxes on RSUs

In Plus episode 475, we review investment conditions for convertible bonds. We answer a member's question on investing in Treasury ETFs and cash. Finally, we discuss the tax consequences when restricted stock units vest. … [Read more...]

474 Plus: Who Really Owns Our Stock Shares, a New Private Tech Company CEF, and a Canadian Cash Equivalent

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...]

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...]

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...]

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