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You are here: Home / Archives for CLOA

488 Plus: Portfolio Trades, Pershing Square USA Follow Up, and CEF Premiums

August 3, 2024 by David Stein · Updated August 14, 2024

In Plus episode 488, David reviews changes in his portfolio, including adding a fixed-income bullet ETF, an equity buffer ETF, and increasing his allocation to CLOs. We discuss why Pershing Square didn't move forward with its closed-end fund IPO. Finally, we revisit why it is advantageous for closed-end funds to sell at a premium even though most do not. … [Read more...]

Filed Under: Money Plus Tagged With: BSCV, buffer ETFs, CLOA, closed-end funds, defined outcome ETFs, DXYZ, GUT, MAXJ, Pershing Square, PSUS

Portfolio Trade: Adding Bullet ETF, Buffer ETF and Increasing CLO Exposure

August 2, 2024 by David Stein · Updated August 6, 2024

… [Read more...]

Filed Under: Portfolio Insights Tagged With: BSCV, buffer ETFs, bullet ETFs, CLOA, defined outcome ETFs, MAXJ, portfolio change

487 Plus: Bank Loans, CLOs, and Pershing Square’s New Closed-end Fund

July 27, 2024 by David Stein · Updated January 21, 2025

In Plus episode 487, we answer some members' questions on bank loans and collateralized loan obligations. We also analyze Pershing Square USA (PSUS), Bill Ackman's anticipated closed-end fund initial public offering. … [Read more...]

Filed Under: Uncategorized Tagged With: Ackman (Bill), bank loan funds, bank loans, CLOA, CLOI, CLOs, collateralized loan obligation, FFRHX, Pershing Square, PSUS

424 Plus: CLO ETF Trade, Bonds vs Stocks, Preferred Stock Dividends, and AI ETFs

March 11, 2023 by David Stein · Updated March 29, 2023

In Plus episode 424, we review a recent portfolio trade David made. We look at the valuations of stocks versus bonds. We consider why more preferred stocks are non cumulative versus cumulative. Finally, we review an ETF that invests in AI. … [Read more...]

Filed Under: Money Plus Tagged With: AI, artificial intelligence, bonds - why own, CLOA, IRBO, portfolio trades, preferred stocks, stock valuations

Portfolio Trade: Adding CLO ETF

March 11, 2023 by David Stein · Updated March 11, 2023

… [Read more...]

Filed Under: Portfolio Insights Tagged With: CLOA, CLOs, collateralized loan obligation

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