In Plus episode 322, we review market returns, market internals and the distribution dynamics for the new Covid-19 vaccines. We discuss whether retirees should focus on income or total return and provide a resource for calculating returns. Finally, we analyze the Grayscale Bitcoin Trust as a more convenient way to invest in Bitcoin, but at a significant premium. … [Read more...]
47: Should You Invest For Income or Total Return?
Why individuals should follow the lead of endowments and foundations and focus on total return investing. Photo by amanda tipton Why individuals should follow the lead of endowments and foundations and focus on total return investing. In this episode, you'll learn: What are the laws and principles that instituional funds, such as endowments, follow when they invest.What is the Uniform Prudent Management of Institutional Funds ActWhat type of due diligence should investors … [Read more...]
