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You are here: Home / Archives for asset classes

361 Plus: Closed-End Fund Tender Offers and Asset Class Returns During High Inflation Environments

October 16, 2021 by David Stein · Updated January 9, 2023

In Plus Episode 361, we review the proxy battle that has led to a tender offer by Templeton Global Income Fund (GIM) to purchase up to 70% of its outstanding shares. We consider whether now is the time to sell the fund. We also review two studies on how different asset classes and investment strategies performed during periods of high inflation. … [Read more...]

Filed Under: Uncategorized Tagged With: asset class returns, asset classes, bond market returns, closed-end funds, GIM, inflation, inflation hedge, Saba Capital, stock market returns, tender offer

247 Plus: April 2019 Portfolio Review and Are REITs a Separate Asset Class

April 6, 2019 by David Stein · Updated October 16, 2021

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...]

Filed Under: Uncategorized Tagged With: ARK Invest, ARKK, asset classes, equity REITs, FLRN, GIM, REITs

136: Filter By Asset Class – Featuring Preferred Stocks

December 7, 2016 by David Stein · Updated February 27, 2023

How framing and filtering by asset classes makes investing easier. How to invest in preferred stocks. Photo by Francisco Morais In this episode you'll learn: What are the benefits of framing and filtering. Why asset classes are an appropriate filter and framing device for investing. What are the attributes and risks of preferred stocks. How to invest in preferred stocks. Show Notes Money For the Rest of Us Listener Survey The Unknown Craftsman: A Japanese Insight … [Read more...]

Filed Under: Podcast Tagged With: asset classes, dividends, filters, preferred stocks

80: Investing Means Getting Lost

October 28, 2015 by David Stein · Updated November 23, 2021

Don't be overwhelmed or play it too safe when it comes to investing and living. In this episode you'll learn: Why having too many choices is overwhelming.Why being overly safe in your investing might actually be losing you money.How to keep investing from being overwhelming.Why we need to have doubt and uncertainty to prevent overconfidence.Why we sometimes need help with our investing. Show Notes Why Too Much Choice Is Stressing Us Out - The Guardian The … [Read more...]

Filed Under: Podcast Tagged With: asset allocation, asset classes, simplicity

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