In Plus Episode 321, we take a deeper look at hedged equity and outcome based ETFs like the JP Morgan Hedged Equity Fund and the Innovator ETF series. We also answer a member's question about selling his employer's stock that now comprises 75% of his portfolio. Finally, David discusses his recent trade to increase his allocation to the WisdomTree CBOE S&P 500 PutWrite Strategy ETF (PUTW). … [Read more...]
219 Plus: A New ETF, Realizing Gains, Money Market Funds and an Automated Investment Service
This week September 1, 2018, we look at a new levered ETF geared toward retirees in the distribution phase. We explore the timing of exercising options for a member who has the majority of his net worth in his former employer's stock. We evaluate the risk of money market mutual funds. Finally, we look at Transamerica PortfolioXpress, an automated asset allocation and rebalancing service for defined contribution plans. … [Read more...]
MNY130 Plus: Employer Stock Concentration, Comparing ETF Strategies and U-Haul Bonds
This week on Money For the Rest of Us Plus we look at how to mitigate the risk holding your employer's stock when you don't have a choice. We also compare the differences and similarities between an S&P 500 equal weighted ETF and and U.S. midcap ETF. We discuss how to handle choosing sub-investments in an investment product that you can't get out of. Finally, we look at the U-Haul Investment Club, where individuals can buy bonds backed by moving equipment for as little as $100. … [Read more...]
