In Plus episode 552, David discusses the change in his portfolio to eliminate the iShares Large Cap Max Buffer September ETF (SMAX) from his portfolio and reallocate the assets to the Brookmont Catastrophe Bond ETF (ILS), and the IMGP DBI Managed Futures Strategy ETF (DBMF). We discuss a member's question about asset location and an inquiry into how to receive alerts for ETFs that meet a certain price threshold. Finally, David shares his thoughts on the current environment for private … [Read more...]
550 Plus: Cat Bond ETF Yield, Aggressive Investing 10 Years from Retirement and Venture Focused Closed End Fund IPO
In Plus episode 550, we explain why the yield on the Brookmont Catastrophic Bond ETF (ILS) is so low. We run a simulation analysis comparing a 75/25 portfolio to a 60/40 portfolio with 10 years to retirement. Finally, we discuss the private Fundrise Growth Tech Fund, LLC pending IPO to convert to a publicly-traded closed-end fund, Fundrise Innovation Fund (VCX). … [Read more...]
549 Plus: More on Cat Bonds, Gold Rebalancing, and the New Fed Chair Nomination
In Plus episode 549, we discuss historical cumulative losses for catastrophe bonds, the premium/discount experience of the Brookmont Catastrophic Bond ETF (ILS) and questions on why its dividend yield is so low. We also revisit the gold and silver rally and answer a member's question about rebalancing out of gold. Finally, we consider the background and views of newly nominated Federal Reserve Board Chair Kevin Warsh. … [Read more...]
549: Why Catastrophe Bonds Are Yielding 12%, and Should You Invest?
A new ETF allows individuals to earn income by insuring against natural disasters through investing in catastrophe bonds. We break down the historical returns, risk, fees, and structure of this intriguing investment opportunity. Topics covered include: What types of natural disasters are increasing How insurance companies use reinsurance and cat bonds to protect against extreme losses Why home insurance premium increases should be lower in 2026 How cat bonds are structured … [Read more...]
