In Plus episode 456, we explore how to apply retirement spending rules when real estate properties will be sold during retirement. We consider the risks of investing in the iShares Floating Rate Treasury ETF (TFLO). We answer a question about the hoopla surrounding Treasury Inflation Protection Securities. Why has David not purchased a dedicated Latin America Emerging Markets Stock ETF. Update on the Templeton Global Income Fund (GIM). … [Read more...]
Portfolio Trade: Selling Some Laggards
361 Plus: Closed-End Fund Tender Offers and Asset Class Returns During High Inflation Environments
In Plus Episode 361, we review the proxy battle that has led to a tender offer by Templeton Global Income Fund (GIM) to purchase up to 70% of its outstanding shares. We consider whether now is the time to sell the fund. We also review two studies on how different asset classes and investment strategies performed during periods of high inflation. … [Read more...]
252 Plus: May 2019 Mid Month Update and a Closed End Fund Income Factory
In Plus episode 252 for the week of May 18, 2019, we look recent market and economic trends in light of the heightened trade war. We review how closed-end funds work in the context of a member's question regarding investing in the Templeton Global Income Fund (GIM). Finally, we look at an investor who invests exclusively in higher yielding closed-end funds and leveraged ETFs; an approach he calls the income factory. … [Read more...]
247 Plus: April 2019 Portfolio Review and Are REITs a Separate Asset Class
In Plus episode 247 for the week of April 7, 2019, we review David's portfolio and changes he made as of early April 2019 including the recent edition of a global closed-end bond fund. We also answer a member's question as to whether real estate investment trusts should be considered a separate asset class. … [Read more...]
