Investing Insights
Investing Insights
Nov 20, 2020
Weighing the Risks and Rewards of High Yields
Play • 29 min

In this week’s podcast, Alex Bryan highlights ETFs with high yields and high risks, our analysts share two stocks they are excited about, Christine Benz offers advice for open enrollment during the pandemic, Russ Kinnel provides fund ideas for foreign stocks, and Alyssa Stankiewicz discusses Morningstar's new ESG Commitment Level.

The Long View
The Long View
Morningstar
George Kinder: A Financial Plan Needs To Be a Life Plan
Our guest on the podcast today is George Kinder. He founded the Kinder Life Institute, which trains financial professionals in the field of what's called Life Planning after a 30-year career as a practicing financial planner and tax advisor. George is also the author of several books dedicated to teaching advisors about life planning: The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You. He was the first winner of the Financial Planning Association's Heart of Financial Planning Award, which recognizes "individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public." Background Bio The Kinder Institute of Life Planning Books The Genesis & Discovery Process of Life Planning EVOKE:® A Life Planning Methodology “Psychology and Life Planning,” by George Kinder and Susan Galvan, kinderinstitute.com. “George Kinder: Three Questions About Life Planning,” by J.D. Roth, getrichslowly.org, Feb. 15, 2009. “Financial Planner Vs. Financial *Life* Planner. Which One Is the “Right One” for Me?” by Cristina Livadary, manafld.com, Jan. 24, 2020. “Kinder: Wisdom and Life Planning in the Coronavirus Era,” by George Kinder, financialplanningtoday.co.uk, April 6, 2020. Financial Advice Webinar: “George Kinder on Work-Life Balance--Life Planning & Mindfulness,” by George Kinder, brighttalk.com, Jan. 28, 2016. Seven Stages of Money Maturity Workshop EVOKE® 5-Day Life Planning Training Life Planning for You
43 min
Money For the Rest of Us
Money For the Rest of Us
J. David Stein
Are You Underweight Chinese Stocks? Pros and Cons of Investing in China
Most global stock ETFs, funds and indices have only about 5% invested in China even though China has the second-largest economy in the world. What are the pros and cons of increasing your allocation to Chinese stocks. Topics covered include: * Why has China's economy rebounded faster than other countries * What are Chinese A-share stocks * How large are China's economy and stock market * What are four threats that could derail the performance of Chinese stocks * How individuals can invest in China's stock market including A-shares Thanks to SmartAsset for sponsoring the episode. Show Notes Chinese shares: should you increase the amount in your portfolio? by Sam Dickens—IG Group China A-Shares Definition by Troy Segal—Investopedia China’s Economy Powers Ahead While the Rest of the World Reels by Stella Yifan Xie, Eun-Young Jeong and Mike Cherney—The Wall Street Journal China Still Grew and Fueled Its Rise as Covid-19 Shook the Global Economy by Jonathan Cheng—The Wall Street Journal With Americans Stuck at Home, Trade With China Roars Back by Ana Swanson—The New York Times Buffett Indicator: China Stock Market Valuations and Expected Future Returns—GuruFocus.com MSCI Deletions Trigger Rush to Sell Chinese Telecom Stocks by Jeanny Yu and Sofia Horta e Costa Executive Order on Addressing the Threat from Securities Investments that Finance Communist Chinese Military Companies—The White House Non-SDN Communist Chinese Military Companies List as of January 08, 2021—U.S. Department of the Treasury MSCI ACWI Index (USD) December 31, 2020—MSCI How China Lost Patience With Jack Ma, Its Loudest Billionaire by Lulu Yilun Chen and Coco Liu—Bloomberg China Clampdown on Big Tech Puts More Billionaires on Notice by Zheping Huang and Coco Liu—Bloomberg China’s College Graduates Can’t Find Jobs. The Solution: Grad School. by Vivian Wang
20 min
Sound Investing
Sound Investing
Paul Merriman
2021 ETF & mutual fund recommendations and 8 Q&A
Paul announces Chris Pedersen's Best In Class ETF Recommendations for 2021 and Paul’s updated Mutual Fund recommendations for Vanguard, Fidelity, T. Rowe Price and Schwab. In anticipation of next week’s Zoom call to discuss the new portfolios and fund recommendations, Paul Merriman, Chris Pedersen and Daryl Bahls are soliciting questions from you, our listeners. If you have questions related to this work, please submit them to info@paulmerriman.com with subject line: ETF/MUTUAL FUND QUESTION. They will try to address them in next week’s recording. Paul answers these recent questions from our readers and listeners: * How should I invest $160,000 for my 66-year-old mother who doesn’t need the money to live on? 12:28 * What are the advantages and disadvantages of the Ultimate Buy and Hold Strategy and 2 Funds for Life for a 57 year old? 18:39 * What is the most tax-efficient way to rebalance an All-Equity portfolio? 26:39 * Should I pay off a mortgage or invest in my retirement accounts? 29:45 * Why are your large-cap value index higher than the large-cap value at Vanguard? 33:12 * How is having $300,000 at age 65 a million dollar advantage? 42:55 * Why do you think index funds are better than owning an investment in real estate property? 48:45 * I want to put money into a Roth IRA. Should I use your tax-deferred or taxable portfolio recommendations? 58:54 Don McDonald’s Talking Real Money Minute — “Cryptocurrency: yes or no?" Don McDonald, Co-Founder and co-host of the "Talking Real Money" podcast, produces the “Money Minutes” often featured on “Sound Investing” podcasts. Don also produced the soon-to-be-released audio version for our latest book, We’re Talking Millions!.
1 hr 2 min
Let's Talk ETFs
Let's Talk ETFs
Seeking Alpha
Ain't Nothing But A 5G Thing: A Deep Dive Into The Top Performing 5G ETF (WUGI)
The focus of a multitude of conspiracy theories across the nether regions of the internet, the returns provided by playing the move to 5G have been anything but fake. According to Esoterica Capital CEO Bruce Liu, the move to 5G is not so much an upgrade to an existing tech cycle as a re-envisioning of the entire tech stack. Investors should take note when Liu discusses anything 5G-related: his firm's flagship ETF, WUGI, has doubled up on peers FIVG and NXTG since launching in late March, returning nearly 100%. Show Notes Show Notes 4:00 - What exactly is 5G? Defining the parameters of the conversation 9:15 - The 5G investing universe: Which sectors stand to benefit the most? 13:15 - "A re-envisioning of the entire tech stack": 5G, the Internet of Things, and autonomous driving 16:15 - Liar, liar, cellphone tower on fire: Why is there so much conspiracy thinking around the move to 5G? 20:00 - WUGI vs. FIVG vs. NXTG: In a space this fluid, does active trump passive? 29:30 - The move to 4G vs. to 5G: All in on the chipmakers (AMD) (QCOM) (TSM) (NVDA); avoiding the handset manufacturers (AAPL) (SSNLF) and networking players (NOK) (ERIC) this time around 38:30 - What's WUGI's research and stock selection process? 43:00 - A word on position sizing 45:15 - How "active" is WUGI? Reviewing annual turnover 50:00 - What are large FAANG type stocks like Netflix (NFLX) and Facebook (FB) doing in the portfolio? 55:00 - A name in the portfolio that will drive performance in the coming year: Meituan (MPNGF) Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 6 min
Bogleheads On Investing Podcast
Bogleheads On Investing Podcast
bogleheads
Episode 029: Frazer Rice, host Rick Ferri
Frazer Rice is the author of “Wealth, Actually: Intelligent Decision-Making for the 1%”, host of the “Wealth, Actually” podcast, creator of the "Wealth, Actually" blog, and a Northeast Regional Director for Pendleton Square Trust Company. Frazer is an attorney and experienced trust officer. His wealth management career has included serving for over 15 years as a Managing Director at Wilmington Trust Company. We cover a lot of ground in this episode including estate planning, reasons for using trusts, selecting trustees, family dynamics, investing for 1%'ers, and much more! This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free website at Bogleheads.org, and the wiki site is Bogleheads® wiki. Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent. This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.
1 hr
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