In Plus Episode 375, we expand on the discussion regarding choosing between the ARK Innovation ETF and an S&P 500 Index Fund that was touched on in the Insiders Guide 375 email newsletter. We follow up on the Plus episode from four years ago to see how blockchain ETFs have performed and what additional options exist. Finally, we analyze the DoubleLine Income Solutions Fund (DSL) to determine whether it is time to exit. … [Read more...]
372: When Should You Sell An Investment?
We explore four reasons to sell an asset with a focus on the Ark Innovation ETF, Bitcoin, and equity REITs. We also put the current stock market sell-off into historical perspective. Topics covered include: What are lousy reasons to sell an investmentWhat is a sell disciplineWhat are four good reasons to sell an investmentWhy and why not to invest in the Ark Innovation ETF (ARKK)Why growth stocks are getting crushed in the current market sell-offHow frequently does the stock market … [Read more...]
368 Plus: Exchange Traded Commodities, Active ETF Families, and the Comptroller of Currency
In Plus Episode 368, we explore how exchange-traded commodities compare with commodity exchange-traded funds and commodity exchange-traded notes. We consider less aggressive actively managed exchange-traded funds to complement the more aggressive ARK Innovation ETF (ARKK). Finally, we explore what the U.S. Office of the Comptroller of Currency does. … [Read more...]
329 Plus: Robinhood, Mortgages and ETF Transparency
In Plus Episode 329, we review why Robinhood and other brokers suspended trading in certain stock shares this past week. We walk through a numerical example of how a home mortgage fits into an overall asset allocation and how the portfolio mix could be adjusted if the mortgage is paid off to maintain a similar risk profile. Finally, review the difference between transparent and non-transparent ETFs for actively managed ETFs such as those by Ark Invest. 329 Plus View and Listen To … [Read more...]
247 Plus: April 2019 Portfolio Review and Are REITs a Separate Asset Class
In Plus episode 247 for the week of April 7, 2019, we review David's portfolio and changes he made as of early April 2019 including the recent edition of a global closed-end bond fund. We also answer a member's question as to whether real estate investment trusts should be considered a separate asset class. … [Read more...]