MINT News and Press, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund From 01/16/20

After a few months of research, head-scratching and decision-making I have completed the rebalancing of the Protected Principal Retirement Portfolio ((PPRP)). With changing world (and local) scenarios, I continue to hold about 12-15% cash reserves in the event that the correction I have been w...

A Year to Remember Almost everything went up in 2019, with very few red spots. For example: Major currencies like the European ( VGK , EZU , HEDJ , FEZ , IEUR , BBEU , IEV ) Euro ( FXE ), Japanese ( EWJ , DXJ ) Yen ( FXY ), or Chinese ( MCHI , FXI ) Yuan that surrendered to the s...

Introduction One of the first subscribers of Macro Trading Factory ("MTF") has approached me a day or two after we've published the initial allocations for the Funds Macro Portfolio ("FMP"), expressing his surprise that we have very little exposure to bonds on the portfolio. Valid questi...

When the Fed began its rate hike cycle back in 2016, the iShares Short Treasury ETF (SHV) was a major beneficiary as its dividend payout and total return started trending higher from zero to recently over 2%. Due to the fact that SHV invests only in Treasury notes that mature within a year, th...

Co-produced by Stanford Chemist . This article was originally released on December 14th, 2019. The bucket strategy allows an investor to take advantage of higher-risk assets, while simultaneously making sure a retiree has enough cash for immediate needs. This isn't a new strategy or one t...

This week, we saw markets hit new highs, and the Dow Jones Industrial Average (DIA) fell over -400 points on Tuesday night, as Iran shot ballistic missiles at U.S. bases in Iraq. The defense secretary, Mark Esper, said he believes the U.S. has reestablished deterrence from another Iranian atta...

Author's note : This article was released to CEF/ETF Income Laboratory members on December 17, 2019. Chemist's Closed-End Fund Report Quantitative screens help to rapidly narrow down attractive candidates from the database of 500-plus closed-end funds [CEFs] for further due diligence ...

Co-produced with PendragonY Introduction For investors, the question of how much cash to keep on hand can be a vexing one. On the one hand it's nice to have an amount of cash set aside to use for various tasks, like paying expenses or buying securities when they go on sale. On the ot...

The CBOE VIX continues its downward pressure to levels that illustrate extreme bullishness in U.S. equity markets. At my firm, I use the VIX every week as the most important risk management indicator to look at before allocating any new capital for clients. Understanding the CBOE ( CBOE ) VI...

Reflections on 2019 This past year was defined by both extreme fear and extreme greed. Beginning the year in the wake of a ~20% correction in stocks, fear dominated the investment community. Widespread proclamations from prominent investors that a new bear market was upon us could be heard...