In Plus episode 472, we compare covered call and put writing strategies to Innovator's Premium Income Barrier ETFs. We consider how option writing strategies fit into a portfolio. Finally, we briefly discuss three options for tracking net worth and portfolio performance. … [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. … [Read more...]
311 Plus: Option Strategies, Volatility Investing, and Hedging Stock Portfolios
Plus Episode 311 shares the audio from a new video on how call and put options work, how put options can be used to protect against portfolio losses, options-based ETFs and how to go long and short volatility. … [Read more...]
309: Investments to Fight Financial Repression
What are some investments that can generate a cash yield greater than inflation in an era when central bank policies keep government bond yields lower than the inflation rate. Topics covered include: How low are interest rates around the worldWhat have inflation rates been and what causes inflation and deflationWhat is financial impressionWhy are central banks keeping short-term interest rates so lowWhat determines interest ratesHow I-bonds workWhy active bond mutual funds can be … [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...]
