In Plus Episode 321, we take a deeper look at hedged equity and outcome based ETFs like the JP Morgan Hedged Equity Fund and the Innovator ETF series. We also answer a member's question about selling his employer's stock that now comprises 75% of his portfolio. Finally, David discusses his recent trade to increase his allocation to the WisdomTree CBOE S&P 500 PutWrite Strategy ETF (PUTW). Become a Member If you would like to listen to this episode of Money For the Rest of … [Read more...]
321: How to Analyze Complex Investments
How to determine whether you should invest in a complex investment such as an actively managed ETF that uses option strategies. Topics covered include: Show Notes ETF Launches by Heather Bell—ETF.com New Versions Of ‘QQQ’ Add Twist by Cinthia Murphy—ETF.com Runaway ETNs Trap Traders in ‘Wild West’ of Index Investing by Michael Wursthorn and Mischa Frankl-Duval—The Wall Street Journal Innovator ETFs IVOL ETF Analysis and Review Episode … [Read more...]
277: How ETFs are Changing
How regulatory changes could lead to a boom in new ETFs, including actively managed ETFs. Why ETFs continue to be one of the most innovative, cost-effective and tax-efficient investment vehicles. “Exchange-traded products are among the most significant financial innovations in recent decades and have shaped financial markets as we know them today,” said Michael S. Piwowar, former Commissioner of the U.S. Securities and Exchange Commission. The growth in exchange-traded products … [Read more...]
246 Plus: Preferred Stock, Private REITs, and Put Writing ETFs
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...]
