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How To Analyze Complex Investments

How To Analyze Complex Investments

FromMoney For the Rest of Us


How To Analyze Complex Investments

FromMoney For the Rest of Us

ratings:
Length:
24 minutes
Released:
Nov 11, 2020
Format:
Podcast episode

Description

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 haveWhat is the volatility risk premium and how to invest in itWhy there have been over 200 new ETFs and ETNs launched in the U.S. in 2020Why some ETF sponsors launch lower cost versions of ETFs that compete with their existing offerings.What questions to answer as part of analyzing a complex investmentWhy there is always a catch to ETFs such as the Innovators Stacker and Ultra Buffer ETF series that can make them seem too good to be true.A simpler way to lower portfolio risk without using complex option-based ETFs.Thanks to Netsuite and LinkedIn for sponsoring the episode.For show notes and more information on this episode click here.
Released:
Nov 11, 2020
Format:
Podcast episode

Titles in the series (100)

A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com