In Plus episode 472, we compare covered call and put writing strategies to Innovator's Premium Income Barrier ETFs. We consider how option writing strategies fit into a portfolio. Finally, we briefly discuss three options for tracking net worth and portfolio performance. … [Read more...]
457 Plus: Yield-to-maturity, Cumulative vs Annualized Returns, Number of Funds, DSU and AGNC
In Plus episode 457, we explore how to calculate yield-to-maturity, cumulative returns, and annualized returns and how the measures differ. We explain why it is so challenging to identify an appropriate investment vehicle. We answer member questions on David's leverage loan holding (DSU) and preferred stock mortgage REIT with AGNC. … [Read more...]
402 Plus: Buying TIPS, Taxes and Bonds, and Calculating Investment Returns
In Plus Episode 402, we discuss purchasing individual Treasury Inflation Protection Securities versus TIPS ETFs. We look at how bonds are taxed and how to tax-adjust municipal and corporate bonds. Finally, we compare return on investment with time-weighted and dollar-weighted returns. … [Read more...]
274 Plus: Why Average Investor Return Calculations Are Flawed and A Member Portfolio Review
In Plus episode 274 for the week of October 26, 2019 we compare time-weighted returns with dollar-weighted returns and how the sequence of returns has led to the conclusion that the average investor significantly underperforms the market, when in fact much of the "underperformance" had nothing to do with the actions of investors. We also review a member's asset allocation and how the Plus Allocation model spreadsheet can be customized for member use. … [Read more...]
2014 Market Review
This audio lesson provides an overview of investment market returns in 2014, key takeaways and what went well and not so well in my own investment portfolio. The episode length is 11 minutes. … [Read more...]
How Detailed of Performance Records Should You Keep
In this audio lesson, I answer a question from a Hub member regarding how detailed of performance calculations do I keep. I answer the question and discuss other financial records that I maintain and why. The episode length is 6 minutes. … [Read more...]
