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...]
363 Plus: Portfolio Trades, Equal-weighted Global Stock Indices, and Two New Downside Protection Funds
This week on Plus Episode 363 there is a discussion of two holdings David sold from his portfolio. How equal-weighted global stock investing compares with both sized weighted and fundamental index investing. We also analyze two new funds: the Abraham Trading Fortress Fund (FORTX) and the Simplify Tail Risk Strategy ETF (CYA). … [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. … [Read more...]
346 Plus: Mid Month Update, Inflation, and Simplify ETFs
In Plus Episode 346, we review market performance and recent economic releases including the latest U.S. Consumer Price Index for evidence that inflation is transitory or more permanent. We also analyze several option-based ETFs sponsored by Simplify, including ETFs that benefit from convexity and one that harvests the volatility risk premium. … [Read more...]