This week on Plus Episode 363 there is a discussion of two holdings David sold from his portfolio. How equal-weighted global stock investing compares with both sized weighted and fundamental index investing. We also analyze two new funds: the Abraham Trading Fortress Fund (FORTX) and the Simplify Tail Risk Strategy ETF (CYA). … [Read more...]
MNY111 Plus: Equal Weighted Stock Portfolios and Regional Specific ETFs
This week on Money For the Rest of Us Plus we review the performance of equal weighted stock portfolios using ETFs as well as Personal Capital's use of individual stocks to implement the strategy. I also answer a member question as to why there are not regional equity specific ETF recommendations on the Hub. Finally, I address some follow up issues on Canadian investors and counter-cyclical indexing. The episode length is 29 minutes. … [Read more...]
