Episode Details

Episode 255: Some 401k/IRA Basics, Reading Articles With Critical Thinking, And More On Leveraged Funds

Season 3 Episode 255 Published 2 years, 8 months ago

In this episode we answer emails from Javier, Adam, and Jeff. We discuss what to do with limited 401k options and the Macro Allocation Principle, revisit an academic article we discussed in Episode 251 with some additional critical thinking skills, and talk some about Corey Hoffstein's return stacking, developments in leveraged fund and the Pimco StocksPlus family.

Links:

Rational Reminder Video re Using Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube

RSBT Fund Page: Bonds Managed Futures - Return Stacked ETF (returnstackedetfs.com)

Lots of Articles About Leveraged ETFs: Leverage | Optimized Portfolio

Morningstar Analysis of Pimco StocksPlus: PSTKX – PIMCO StocksPLUS® Instl Fund Stock Price | Morningstar