DiscoverMoney For the Rest of UsHow To Analyze Complex Investments
How To Analyze Complex Investments

How To Analyze Complex Investments

Update: 2020-11-111
Share

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 have
  • What is the volatility risk premium and how to invest in it
  • Why there have been over 200 new ETFs and ETNs launched in the U.S. in 2020
  • Why 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 investment
  • Why 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.

Comments 
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

How To Analyze Complex Investments

How To Analyze Complex Investments