In Plus episode 546, David discusses why CLO equity closed-end funds are selling off in 2025. We also provide an update on SEIX. We answer a member's question about investing more conservatively as they approach retirement. Finally, we look at what assets are appropriate for Roth IRAs. … [Read more...]
539 Plus: Member Survey Follow Up, David’s Research Process, CLO Update, and Why Morningstar Downgraded DEM
This week on Plus episode 539, we share some feedback on the Plus member survey, and David reviews his process for creating investment-related content. We also review an insight piece by DoubleLine on collateralized loan obligations. Finally, we discuss why Morningstar downgraded its view on the WisdomTree Emerging Market High Dividend Fund (DEM), one of the adaptive model portfolio holdings. … [Read more...]
532 Plus: NVIDIA, CLO Equity Sell Off, and Equity REIT Return of Capital
In Plus episode 532, we correct last week's episode regarding the valuations of ETFs that invest in AI. We discuss investing in high-octane stocks like NVIDIA. We examine why CLO equity closed-end funds experienced a sell-off this week, including the news that the Department of Justice is investigating alleged collusion by CLO equity investors. Finally, we explain why equity REIT ETFs could have a return of capital distribution. … [Read more...]
529 Plus: Annual Reports, Baby Bonds, and CLO Equity
In Plus episode 529, we discuss whether it is worth reading the annual reports of funds and ETFs. We contrast investing in baby bonds versus preferred stock. Finally, we examine the investment in CLO equity-focused closed-end funds. … [Read more...]
