In Plus episode 519, we share two announcements that impact Plus members. We review how the WisdomTree PutWrite Strategy Fund (PUTW) was rebranded and became the WisdomTree Equity Premium Income Fund (WTPI). We explore how WTPI's strategy differs from PUTW. We take a brief look at the Simplify Volatility Premium ETF (SVOL). We discuss a member's portfolio transition. Finally, we analyze the new SPDR SSGA Investment Grade Public & Private Credit ETF (PRIV). … [Read more...]
420 Plus: Member Case Study Follow-Up and AI Investing
In Plus episode 420, we follow up with two members featured in previous Plus episodes about what they chose to do. We analyze investing using AI including the AI Equity Powered ETF (AIEQ). … [Read more...]
365 Plus: Three Member Profiles – A Pension Decision, College Tuition Investment, and a Retirement Portfolio
This week on Plus Episode 365, we help a member decide whether to take a lump-sum pension distribution today, start drawing on the pension today or take a lump sum or draw on the pension in the future. We review investment options for a member who will be paying college tuition in the next two years. Finally, we review a retirement portfolio to see if it is invested too aggressively. … [Read more...]
344 Plus: What Happens When You Have Saved Enough – The Dragon Portfolio
In Plus Episode 344, we discuss what to do when you have more than sufficient assets for retirement but continue to generate a surplus because you enjoy working. We also compare the Artemis Capital Management Dragon Portfolio with other role-based permanent portfolios. … [Read more...]
340 Plus: Asset Allocation Assumption Update, Ponzi Schemes, and Hiring Investment Advisors
In Plus Episode 340, we review the semiannual expected return and risk update for stocks, income strategies and bonds. We review new tools available for analyzing the model portfolios. We answer a member's question on how to avoid Ponzi schemes and discuss what to consider when hiring investment advisors including hedge fund strategies. … [Read more...]
331 Plus: Member Profile, Tail Risk Protection, Rental Real Estate as Bond Substitute, and YYY ETF
In Plus Episode 331, we profile a member in Bosnia who is deciding on a new asset allocation after selling a business. We consider whether investors in their thirties should seek tail risk protection against declining stock markets. We evaluate how rental real estate can be used as a bond substitute. Finally, we analyze the Amplify High Income Fund ETF (YYY) that invests in closed-end funds. We also discuss CEFL and CEFD that follow a similar strategy. … [Read more...]
327 Plus: Investing Savings, Selling Individual Stocks and Reverse Stock Splits
In Plus Episode 327, we first review some new Plus membership options for existing members. Then we evaluate whether a member should sell her individual taxable stocks as she prepares for retirement. We help a couple decide how to invest savings that will be used for a downpayment on a house at an uncertain future date. Finally, we assist a member in analyzing what it means for his employee stock and options holdings now that his employer has announced a 10-to-1 reverse stock split. … [Read more...]
310 Plus: Mid Month Update and a Member Wants to Reallocate from Growth Stocks
In Plus Episode 310, we review the latest economic releases and other investment conditions indicators. We review a member's current asset allocation as he considers how to reorient his portfolio away from an almost exclusive focus on growth mutual funds that have performed very well. … [Read more...]
306 Plus: Member Profile, Bond Investing, and Emerging Technology
In this Plus episode, we profile a member who is transitioning his portfolio for retirement. We discuss fixed income options, fixed annuities and other challenges with a low interest rate environment. We also look at the viability of investing in individual emerging technology stocks, particularly companies focused on computer vision. … [Read more...]
302 Plus: Laddered Bonds, Portfolio Profile and Buying Your Employer’s Stock
In Plus episode 302, we review recent trades in David's portfolio and discuss ways to construct a laddered bond portfolio. We analyze a portfolio managed by a financial advisor for a 71-year old woman. Finally, we discuss whether individuals should purchase their employer's stock as part of a promotion even if it leads to a highly concentrated position. … [Read more...]
