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You are here: Home / Archives for YLCO

338 Plus: ROFX, Bitcoin Funds, and a Renewable Energy ETF

April 17, 2021 by David Stein · Updated October 19, 2021

In Plus Episode 338 for the week of April 17 2021, we look at concerns with ROFX, a foreign exchange trading platform that uses artificial intelligence. We compare three Bitcoin fund options. The Skybridge Bitcoin Fund L.P., Grayscale Bitcoin Trust (GBTC) and Osprey Bitcoin Trust (OBTC). Finally, we look at the Global X Renewable Energy Producers ETF (RNRG) which changed its focus away from exclusively yieldcos. … [Read more...]

Filed Under: Money Plus Tagged With: Bitcoin, GBTC, OBTC, RNRG, ROFX, Skybridge Bitcoin Fund, YieldCos, YLCO

187 Plus: More On Yield Cos, Small Cap Stocks, Real Estate and Closed End Funds

January 13, 2018 by David Stein · Updated April 29, 2021

This week January 13, 2018 on Money For the Rest of Us Plus, we revisit our yield co discussion from Plus Episode 186 and look at how yield cos appears to be changing. We review the allocation to U.S. small company stocks in the model portfolios. We look at when return of capital distributions for closed end funds are okay and when they should be a concern. Finally, we analyze the relationship between real estate cap rates and interest rates and provide an update on the current … [Read more...]

Filed Under: Uncategorized Tagged With: CHI, closed-end funds, REITs, renewable energy, small cap stocks, YieldCos, YLCO

MNY140 Plus: YieldCos, Currencies and the Border Tax

January 14, 2017 by David Stein · Updated April 29, 2021

This week January 14, 2016 on Money For the Rest of Us Plus we look at the potential impact of a border tax on the U.S. dollar and whether an absolute strengthening of the dollar is as certain as some experts think. We look at whether currency changes impact asset class valuations. Finally, we explore yieldcos, a relatively new investment vehicle for accessing renewable energy assets. … [Read more...]

Filed Under: Uncategorized Tagged With: border tax, currencies, trade, valuations, YieldCos, YLCO

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