In Plus episode 544, we model various buffer ETF strategies over a 35 year period to see how they perform relative to the bond market. We consider which defined outcome ETF approach could substitute for bonds, and how they compare to deferred fixed annuities. … [Read more...]
430 Plus: Merriman Two Fund For Life Portfolio and Premium Income Barrier ETFs
In Plus episode 430, we analyze the risk and reward of combining a target date retirement fund with a small cap value allocation. We also analyze Innovator ETFs' new Premium Income Barrier outcome-based ETFs. … [Read more...]
321: How to Analyze Complex Investments
How to determine whether you should invest in a complex investment such as an actively managed ETF that uses option strategies. Topics covered include: A recent investment David made that he shouldn't have What is the volatility risk premium and how to invest in it Why there have been over 200 new ETFs and ETNs launched in the U.S. in 2020 Why some ETF sponsors launch lower cost versions of ETFs that compete with their existing offerings. What questions to answer as part … [Read more...]
240 Plus: Transition From SMAs, Earnings Growth, Valuations, and a New ETF
In Plus episode 240 for the week of February 16, 2019 we answer a member's question who is struggling with the tax consequences of exiting some separately managed account managers. We look at the historical price-to-earnings ratios of stocks relative to earnings growth and discuss the large shortfall in historical earnings growth relative to forecasted earnings growth by Wall Street analysts. Finally, we look at a new ETF that is similar to structured notes that protect against losses but … [Read more...]
