What can we do to prepare if the Russian-Ukraine war gets even worse? Topics covered include: How risk and uncertainty differ as does how we manage themWhat we can learn from Ukraine and Russian citizens on dealing with uncertaintyWhat will be the financial impact of the sanctions against Russia and the ruble collapseWhy and how we should all prepare for potential cyberattacksWhy now is the time to make sure you have an appropriate asset allocationHow holding dollars, euros or … [Read more...]
331 Plus: Member Profile, Tail Risk Protection, Rental Real Estate as Bond Substitute, and YYY ETF
In Plus Episode 331, we profile a member in Bosnia who is deciding on a new asset allocation after selling a business. We consider whether investors in their thirties should seek tail risk protection against declining stock markets. We evaluate how rental real estate can be used as a bond substitute. Finally, we analyze the Amplify High Income Fund ETF (YYY) that invests in closed-end funds. We also discuss CEFL and CEFD that follow a similar strategy. … [Read more...]
310 Plus: Mid Month Update and a Member Wants to Reallocate from Growth Stocks
In Plus Episode 310, we review the latest economic releases and other investment conditions indicators. We review a member's current asset allocation as he considers how to reorient his portfolio away from an almost exclusive focus on growth mutual funds that have performed very well. … [Read more...]