In Plus episode 246 for the week of March 29, 2019, we review why David added to his preferred stock allocation given the current interest rate environment. We compare the differences between private REITs and public REITs. Finally, we analyze an ETF that tracks the CBOE S&P 500 PutWrite Index. NOTE: If you are looking for the episode on the Innovator S&P Buffer ETFs mentioned in podcast Episode 277, part one of the discussion is Plus Episode 240, which you can listen to for free. … [Read more...]
240 Plus: Transition From SMAs, Earnings Growth, Valuations, and a New ETF
In Plus episode 240 for the week of February 16, 2019 we answer a member's question who is struggling with the tax consequences of exiting some separately managed account managers. We look at the historical price-to-earnings ratios of stocks relative to earnings growth and discuss the large shortfall in historical earnings growth relative to forecasted earnings growth by Wall Street analysts. Finally, we look at a new ETF that is similar to structured notes that protect against losses but … [Read more...]
