This week January 13, 2018 on Money For the Rest of Us Plus, we revisit our yield co discussion from Plus Episode 186 and look at how yield cos appears to be changing. We review the allocation to U.S. small company stocks in the model portfolios. We look at when return of capital distributions for closed end funds are okay and when they should be a concern. Finally, we analyze the relationship between real estate cap rates and interest rates and provide an update on the current … [Read more...]
175 Plus: Can A Bond Fund Lose Money? Updates on Wunder and Peer-to-Peer Lending
This week October 6, 2017 on Money For the Rest of Us Plus, we look at how long it would take a long duration bond fund to recover losses from rising interest rates. We look at the unique structure of Wunder Capital's new fund. I provide an update on peer-to-peer lending performance and finally we look at an exchange traded note tied to the performance of closed end funds. … [Read more...]
MNY141 Plus: Currency Hedging, Closed End Bank Loan Funds and Investing In Economic Sectors
This week January 21, 2017 on Money For the Rest of Us Plus we look at the risks of investing in bank loans via closed end funds. What does it mean to hedge currency risk and is investing in economic sectors likes technology, healthcare, etc. a viable strategy. … [Read more...]
MNY050 Plus: Measuring Bond Fund Yields and a Closer Look At Closed End Bond Funds
In this week's Money For the Rest of Us Plus episode, I discuss Why there aren't many investment opportunities currently The difference between SEC Yield, distribution yield and yield to maturity How to evaluate a closed end bond fund using BIT and DSL as examples. The episode length is 17 minutes. … [Read more...]
New Video Added: Lesson 10 of Learn To Invest In 7 Steps
The most recent lesson in the video series Learn To Invest In 7 Steps is a screen cast on finding and buying a closed end fund. Lesson 10: Step-by-step Example of Finding and Buying A Closed End Fund … [Read more...]
