In Plus episode 488, David reviews changes in his portfolio, including adding a fixed-income bullet ETF, an equity buffer ETF, and increasing his allocation to CLOs. We discuss why Pershing Square didn't move forward with its closed-end fund IPO. Finally, we revisit why it is advantageous for closed-end funds to sell at a premium even though most do not. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money … [Read more...]
Portfolio Trade: Adding Bullet ETF, Buffer ETF and Increasing CLO Exposure
Become a Member If you would like read about these portfolio trades, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David added two new ETFs to his portfolio, the Invesco BulletShares 2031 Corporate Bond ETF (BSCV) and the iShares Large Cap Max Buffer ETF (MAXJ). David also increased his allocation to the BlackRock AAA CLO ETF (CLOA). BulletShares 2031 Corporate Bond ETF (BSCV) At the end of July, David had a U.S. … [Read more...]
