In Plus Episode 395, we analyze the U.S. Q2 GDP report, and other leading economic indicators to assess recession risk. Then we discuss what if anything investors should do. Next, we discuss the changes David made this past week to reduce risk and simplify his portfolio structure. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » … [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 … [Read more...]
Portfolio Trade: Adding an Interest Rate Hedge ETF
Become a Member If you would like read about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David initiated a position in the Simplify Interest Rate Hedge ETF (PFIX). This ETF seeks to protect against rising interest rates by combining an investment in intermediate-term Treasury bonds with an option strategy that will be profitable if 20-year Treasury bonds are above 4.25% in seven years. Plus Episode … [Read more...]
359 Plus: Hedging Interest Rate Risk and a Deep In the Money Call Option Strategy
In Plus Episode 359, we calculate how much of the Simplify Interest Rate Hedge ETF (PFIX) to purchase in order to protect against rising interest rates. We also look at how purchasing deep-in-the money call options is a way to get cheap leverage to magnify the returns of a specific index or asset. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership … [Read more...]
