In Plus episode 483, we analyze the Virtus Private Credit ETF (VPC), which invests in business development companies (BDCs), leveraged loans, and collateralized loan obligations (CLOs). We review the characteristics of all those asset categories. We also discuss the appropriate cash balance for retirees and consider whether a retired member's portfolio has too much in stocks. … [Read more...]
381: Investing in Business Development Companies (BDCs) and other Niche Assets That Trade on Stock Exchanges
We review the ten asset categories that trade on major stock exchanges, many of which are smaller niches in which individual investors have an edge over institutional investors. How to invest in business development companies, a small segment of the markets that has returned 9% annualized with dividend yields of 8%. Topics covered include: How securities trading has changed and why are there so many trading platformsWhy do institutions still pay trading commissionsWhen did stock … [Read more...]
227 Plus: Mutual Fund Share Classes, TIAA, BDCs and Evaluating Bond Options
This week October 27, 2018, we look at how different mutual fund share classes work. We review a member's fixed income options and take a look at some options from TIAA. Finally, we explore business development corporations, particularly an offering from Oaktree Capital, Howard Mark's investment firm. … [Read more...]
MNY120 Plus: Investing In Business Development Corporations
This week on Money For the Rest of Us Plus we look at characteristics of business development corporations and whether they are goods investments. The episode also discusses institutional money market funds and provides an update on David's peer-to-peer lending investments. The episode length is 20 minutes. … [Read more...]
