In Plus episode 555, David describes two portfolio changes in his portfolio. He shares a recent forum post on the downsides to holding cryptocurrency as an ETF. We review reasons to sell an asset. Finally, we answer a member's question regarding MLPs. … [Read more...]
554 Plus: New AAA CLO Options, Mortgage REIT Preferreds, and New Ether and Solana Staking ETFs
In Plus episode 544, we analyze the Reckoner suite of AAA ETFs that includes a version that eliminates ordinary income tax. We also revisit mortgage REIT preferreds and find a more attractive AGNC REIT preferred than the one David owns. Finally, we review new options for earning yield by holding Ether and Solana ETFs. … [Read more...]
545 Plus: Japan Fiscal Situation, Comparing Solana and Ethereum, and How Staking Works
In Plus episode 545, we discuss the implications of Japan's 10-year government bond reaching its highest yield since 2008. We also compare the crypto token Solana with Ether and explore how to earn yield by staking them. … [Read more...]