This week on Money For the Rest of Us Plus I discuss the institutional acceptance of exchange traded funds and how they are being used. I also address recent developments in the non-investment grade bond market in anticipation of the Federal Reserve Board's meeting next week. The episode length is 18 minutes. … [Read more...]
MNY077 Plus: More ETF Risks, Global Brokerage and Biotech
This week's Money For the Rest of Us Plus episode discusses the difference between synthetic ETFs and physical ETFs. We also discuss how securities lending works and why ETFs and funds participate. We discuss some of nuances with having a global brokerage account. Finally, we look at current valuations for the U.S. biotechnology sector. The episode length is 18 minutes. … [Read more...]
70: Rule #1 and the Investor’s Journey
Should you invest like Warren Buffet? How your temperament, experiences, interests and skills influence how you invest. Plus why most passive index investors unknowingly make active investment decisions. Photo by J.D. Stein In this episode you'll learn: How investing is like being on a hero's journey.How to invest like Warren Buffet and Phil TownWhy most active managers don't beat the market.What is the efficient market hypothesis.What assets and weights comprise the … [Read more...]
MNY060 Plus: Asset Allocation, Real Estate Debt and Currency Hedging
In this week's Money For the Rest of Us Plus episode, I answer member questions regarding: Should an asset allocation table that includes real estate deduct the value of any mortgage debt. In other words, only show real estate equity. Premium/discounts for international ETFs Currency hedging equity portfolios The episode length is 15 minutes. … [Read more...]
58: Are ETFs and Indexing Becoming Too Popular?
What are the hidden risks of ETFs and passive investing. In this episode, you'll learn: What is the size of the ETF market relative to mutual funds.What percent of funds and ETFs are passively managed.What is market capitalization.How ETFs differ from mutual funds in how they trade.What is net asset value.What is the arbitrage mechanism that keeps ETFs market prices close to their net asset values.How new ETFs are created and redeemed.How ETFs are causing increased … [Read more...]
What Are Levered ETFs and What Are The Risks
This audio lesson discusses levered ETFs, how are they structured and what are some of the risks. The episode length is 6 minutes. … [Read more...]
What Are The Expenses of Investing In ETFs Versus Funds
This audio lesson discusses ETF expenses compared to index mutual funds. The episode length is 6 minutes. … [Read more...]
MNY055 Plus: Recognizing Losses and Energy ETFs versus MLP ETFs
In this week's Money For the Rest of Us Plus episode, I discuss An example of a behavioral bias that can keep us from recognizing losses and moving on. What are the differences between an broad-based energy ETF and a Master Limited Partnership ETF. The episode length is 14 minutes. … [Read more...]
MNY054 Plus: Compartmentalizing and ETF Rating Services
In this week's Money For the Rest of Us Plus episode, I discuss The importance of compartmentalizing so part time projects don't turn into full time obsessions. How three ETF rating services, Morningstar, XTF and Ned Davis Research differ. The episode length is 16 minutes. … [Read more...]
A New Portfolio Experiment – Country Rotation
One of my investment goals in 2015 is to further increase my level of diversification. As part of that initiative, today I increased my exposure to emerging markets equity through a number of country specific exchanged traded funds. This is part of a new portfolio experiment I am undertaking. … [Read more...]
