This week on episode 514, we share a conversation between Howard Smith of Indus Capital and Greg Dowling of FEG Investment Advisors on why Japan could surprise investors over the next decade with strong investment returns. David introduces the episode by sharing his key takeaways from the discussion. FEG Investment Advisor is David's former institutional advisory firm, where he worked for 17 years, before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and … [Read more...]
505 Plus: Japanese Stocks, Investing at All-Time Highs, and Exchange Funds
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...]
388 Plus: Expected Return Update, Direct Indexing, Strengthening Yen, and Two TIPS CEFs
In Plus Episode 388, we look at how Money For the Rest of Us is seeking to improve its process for estimating long-term asset class returns. We analyze the two new direct indexing offerings from Schwab and Fidelity. We consider whether purchasing Japanese stocks when the yen is weak has led Japanese stocks to outperform the rest of the world as the yen strengthens. Finally, we analyze two closed-end funds that invest in Treasury Inflation Protection Securities (WIA and WIW). … [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...]
