In Plus episode 505, we review the investment thesis and performance of the WisdomTree Japan Small Cap Dividend ETF (DFJ). We look at U.S. stock market performance when investing at all-time highs. Finally, we explore how exchange funds work for diversifying out of low cost basis individual stock positions. … [Read more...]
434 Plus: Model Portfolios Overview, Why DFJ, and Icahn Enterprises Follow Up
In Plus episode 434, we review the Money For the Rest of Us Plus model portfolios, their history and how they are used. We discuss why the WisdomTree Japan Small Cap Dividend ETF (DFJ) is included in the models. Finally, we discuss what has transpired with Icahn Enterprises (IEP) since the release of episode 422 on Carl Ichan. … [Read more...]
380 Plus: Why the Japanese Yen Is Falling and a Follow Up on Simplify ETFs including PFIX
In Plus Episode 380, we explore what is causing the Japanese yen to decline relative to the dollar and how that has hurt unhedged investments in the Japanese stock market including Japanese ETFs in the model portfolio examples. We consider if and what investors could do. We also revisit the Simplify Interest Rate Hedge ETF (PFIX) and whether investors should take profits. Finally, we look at some of the challenges stock ETFs that offer downside protection through options strategies. … [Read more...]
337 Plus: April 2021 Investment Conditions, Small Cap Stock Valuations and Evaluating TIPS
In Plus Episode 337, we review investment conditions as of early April 2021. We analyze valuations for small cap equity, including for the WisdomTree Small Cap Quality Dividend Growth ETF (DGRS) and for the WisdomTree Small Cap Dividend ETF (DFJ). Finally, we consider why TIPS ETFs have had a negative return year-to-date and how to evaluate them. … [Read more...]
301 Plus: June 2020 Investment Conditions and Model Portfolio Changes
In Plus episode 301, we review investment conditions as of early June and discuss the recent changes to the model portfolios to increase risk. … [Read more...]
