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You are here: Home / Archives for PUTW

Plus 519: PUTW Rebranding, a Member Portfolio Review, and a New Public Private Corporate Bond ETF

April 12, 2025 by David Stein · Updated April 24, 2025

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...]

Filed Under: Money Plus Tagged With: member portfolio review, PRIV, PUTW, SVOL, WTPI

472 Plus: When to Use Option Writing Strategies, Premium Income Barrier ETFs, and Performance Tracking Apps

March 30, 2024 by David Stein · Updated July 9, 2024

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...]

Filed Under: Money Plus Tagged With: buffer ETFs, covered calls, Innovator ETFs, outcome based ETFs, performance, put writing, PUTW, volatility risk premium

471 Plus More on Covered Calls, Shorting Volatility, and Investing Emergency Funds

March 23, 2024 by David Stein · Updated April 2, 2024

On Plus episode 471, we compare covered call strategies, selling puts, and shorting volatility. We explore the purpose of emergency funds and how to invest them. … [Read more...]

Filed Under: Money Plus Tagged With: covered calls, options, PUTW, SVOL, SVXY, volatility

406 Plus: More on SVOL, Active Bond Funds, Vanguard Risk Rates, and Purchasing Real Estate in IRAs

October 15, 2022 by David Stein · Updated October 22, 2022

In Plus Episode 406, David provides more detail on why he sold the Simplify Volatility Premium ETF. We discuss how all bond investing involves some active decisions and why an investor would consider an active bond mutual fund. We compare two Vanguard mutual funds with different risk ratings. Does a conservative fund losing more money this year than a more aggressive fund signify Vanguard's risk ratings are wrong? Finally, we explore how to purchase real estate using the funds in an … [Read more...]

Filed Under: Money Plus Tagged With: active bond funds, active vs passive investing, IRA, PUTW, real estate, self-directed IRA, SVOL, Vanguard, VIX

Tail Events and Tail Risk

What is tail risk and how do you protect against it? ARTICLE TABLE OF CONTENTS (Skip to Section) Tail RiskHow to Manage Tail RiskProtecting Against Stock Market LossesSelf Insurance Against Tail Risk Selling Tail Risk ProtectionReserves to Protect Against UncertaintyTail Risk Podcast Tail Risk Tail events are rare occurrences that are well outside of the norm. Tail risk is the personal harm caused by these tail events. In the worst case, tail risk can ruin us. We … [Read more...]

321 Plus: More On Hedged Equity and When to Sell Company Stock

November 13, 2020 by David Stein · Updated July 8, 2024

In Plus Episode 321, we take a deeper look at hedged equity and outcome based ETFs like the JP Morgan Hedged Equity Fund and the Innovator ETF series. We also answer a member's question about selling his employer's stock that now comprises 75% of his portfolio. Finally, David discusses his recent trade to increase his allocation to the WisdomTree CBOE S&P 500 PutWrite Strategy ETF (PUTW). … [Read more...]

Filed Under: Uncategorized Tagged With: buffer ETFs, company stock, dividends, employer stock, ETFs, futures, JHQAX, options, outcome based ETFs, portfolio trades, PUTW

302 Plus: Laddered Bonds, Portfolio Profile and Buying Your Employer’s Stock

June 20, 2020 by David Stein · Updated April 29, 2021

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...]

Filed Under: Uncategorized Tagged With: bonds, bullet ETFs, laddered bonds, member portfolio review, portfolio trades, PUTW, volatility risk premium

249 Plus: Mid Month Update, More on Options, and a Bond Duration Review

April 20, 2019 by David Stein · Updated April 29, 2021

In Plus episode 249 for the week of April 20, 2019, we review market conditions as of mid April including performance, recent economic releases and what needs to happen for the market rally to continue. We also continue our discussion from Plus Episode 246 in analyzing the CBOE WisdomTree CBOE S&P 500 PutWrite Strategy Fund including the discussion of delta, notional value and why the strategy might be used. Finally, we review the concept of duration and price changes for bonds fund … [Read more...]

Filed Under: Uncategorized Tagged With: bond duration, duration, interest rates, put options, PUTW

246 Plus: Preferred Stock, Private REITs, and Put Writing ETFs

March 29, 2019 by David Stein · Updated July 8, 2024

In Plus episode 246 for the week of March 29, 2019, we review why David added to his preferred stock allocation given the current interest rate environment. We compare the differences between private REITs and public REITs. Finally, we analyze an ETF that tracks the CBOE S&P 500 PutWrite Index. NOTE: If you are looking for the episode on the Innovator S&P Buffer ETFs mentioned in podcast Episode 277, part one of the discussion is Plus Episode 240, which you can listen to for free. … [Read more...]

Filed Under: Uncategorized Tagged With: buffer ETFs, Innovator ETFs, options writing, outcome based ETFs, preferred stocks, private REITs, put options, PUTW, REITs

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