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). Become a Member If … [Read more...]
493 Plus: Investing in India, Simplify Volatility Premium ETF, and Stock Market Inelasticity
In Plus episode 493, we revisit the case for investing in the Indian stock market and consider whether one should do so with an ETF that hedges currency exposure. We revisit the Simplify Volatility Premium ETF, now that it has three years of performance history. Finally, we review the inelastic market hypothesis that seeks to explain why stocks are so volatile. 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 … [Read more...]
471 Plus More on Covered Calls, Shorting Volatility, and Investing Emergency Funds
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. 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 » 471 Plus Show Notes Investing in Volatility ETFs Bankrate’s 2024 annual emergency savings … [Read more...]
406 Plus: More on SVOL, Active Bond Funds, Vanguard Risk Rates, and Purchasing Real Estate in IRAs
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...]
379 Plus: Recent Portfolio Trades, Inverted Yield Curves, and Maintaining a Homestead
This week on Plus Episode 379, David discusses recent changes to his portfolio including the addition of the Barings Corporate Investors Fund (MCI) and an increased allocation to the Simplify Volatility Premium ETF (SVOL). We also explore inverted yield curves and whether the current interest rate environment in the U.S. suggests a recession is imminent. Finally, we discuss whether it is important to keep a homestead in order to establish a sense of connectedness with adult … [Read more...]
Portfolio Trade: Increasing Allocation to a Volatility Risk Premium 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 » Earlier this week, David added to his investment in the Simplify Volatility Risk Premium ETF (SVOL). This ETF seeks "to provide investment results, before fees and expenses, that correspond to approximately one-fifth to three-tenths the inverse of the performance of the S&P 500 VIX short-term futures index while also … [Read more...]
Portfolio Trade: Reinvesting Real Estate Sale Proceeds
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 » Today, David added two new ETFs to his portfolio and increased his allocation to an existing ETF. Proceeds for these purchases came from the sale of David's farm, which closed this month. With these trades, David has begun to reinvest the cash from the farm sale. DEM and IVLU Consistent with the recent changes to the … [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. 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 … [Read more...]
