Portfolio Trade: Added Additional I Bond Exposure
323 Plus: December 2020 Investment Conditions and Portfolio Review
In Plus episode 323, we review current investment conditions including market returns, asset class valuations, economic trends and market internals. We also review David's portfolio including four recent trades that he made. market returns, market internals and the distribution dynamics for the new Covid-19 vaccines. … [Read more...]
321 Plus: More On Hedged Equity and When to Sell Company Stock
In Plus Episode 321, we take a deeper look at hedged equity and outcome based ETFs like the JP Morgan Hedged Equity Fund and the Innovator ETF series. We also answer a member's question about selling his employer's stock that now comprises 75% of his portfolio. Finally, David discusses his recent trade to increase his allocation to the WisdomTree CBOE S&P 500 PutWrite Strategy ETF (PUTW). … [Read more...]
319 Plus: A New Way to Interact with Plus Members, IVOL, and Leveraged Universal Indexed Life Insurance
In Plus episode 319, we discuss an experimental way to interact with other Plus members using Discord. We review David's recent trades to raise funds for a house closing. We examine the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) ETF. Finally, we look at a life insurance strategy that involves index options and leverage. … [Read more...]
302 Plus: Laddered Bonds, Portfolio Profile and Buying Your Employer’s Stock
In Plus episode 302, we review recent trades in David's portfolio and discuss ways to construct a laddered bond portfolio. We analyze a portfolio managed by a financial advisor for a 71-year old woman. Finally, we discuss whether individuals should purchase their employer's stock as part of a promotion even if it leads to a highly concentrated position. … [Read more...]
Portfolio Trade: Increasing Emerging Markets Stocks
Portfolio Trade: Adding Smart Beta, Bank Loans and MLPs
Portfolio Trade: Reducing U.S. Equity and Sector Holdings
Today, I eliminated the two equity sector funds in my portfolio, the iShares U.S. Healthcare Provider ETF (IHF) and the First Trust NASDAQ Global Auto ETF (CARZ). I also reduced my exposure in the iShares Core U.S. Growth ETF (IUSG). In total, these trades reduced my stock exposure by approximately 2% point relative to my overall net worth. In the recent mid month strategy update, I mentioned the Market flash PMI data would be released today, giving some indication if global economic … [Read more...]
Portfolio Trade: Increasing Closed End Fund Exposure and Equity
Today I added exposure in several areas that were hit hard in the market sell-off that occurred over the past few months. … [Read more...]
