In Plus Episode 362, we review the return stacking / portable alpha investment strategies. We look at whether it's worth it to invest in an IPO at its pre-offering price. Finally, we analyze a private self-storage unit real estate investment. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » Plus Episode 362 View and Listen … [Read more...]
241 Plus: February 2019 Mid Month Update, Munis and AMT, and a New DoubleLine Fund
In Plus episode 241 for the week of February 23, 2019 we provide an update on investment conditions including high yield spreads, Flash PMIs and Federal Reserve minutes. We explore under what circumstances are municipal bonds and bond funds subject to U.S. alternative minimum tax and how to determine the potential AMT exposure of a muni fund. We also look at whether investing in longer term or shorter term municipal bond funds is more compelling. Finally, a analyze the new portable alpha … [Read more...]
