Podcasts about preferred shares

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Best podcasts about preferred shares

Latest podcast episodes about preferred shares

Skippy and Doogles Talk Investing
Preferred Shares of Chaos

Skippy and Doogles Talk Investing

Play Episode Listen Later Mar 24, 2025 41:38


The Celtics sold for $6.1B?! We break down why pro sports teams are selling out, debate March Madness chaos, and roast Michael Saylor's “Preferred Shares of Chaos” — a crypto-powered yield product that smells like a Ponzi. Plus: Treasury's 3-3-3 Plan, and why America can't build anything anymore.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

Risk Parity Radio
Episode 399: A Good Deed Shining In A Weary World, Thoughts On Hoarding, Preferred Shares, Gold And Portfolio Reviews As Of January 31, 2025

Risk Parity Radio

Play Episode Listen Later Feb 2, 2025 43:29 Transcription Available


In this episode, we celebrate Ground Hog Day and answer emails from Ron, Jay and Pete.  We discuss the value of giving and the new McKenna Man portfolio that Ron is constructing, preferred shares vs. REITs, holding gold, what financial advisors really think about their hoarding clients but can't say in front of them but I will, and Pete's risk parity style portfolio and his 6-year old's potato chip gambling problem.  And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterDennis And The McKenna Center Team:  Our Team - Father McKenna CenterAndy Panko Interview of Eric Niergarth:  Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial PlanningPete's Fund and Correlation Analysis:  https://testfol.io/analysis?s=4Qh1xI3JKMlAmusing Unedited AI-Bot Summary:Unlock the secrets of alternative investments and discover a fresh perspective on asset allocation with Risk Parity Radio. Ever wondered how creative financial strategies can transform charitable giving? Listen in as we highlight Ron, a dedicated listener, who proposes an innovative approach to support the Father McKenna Center in Washington, D.C. We'll dissect his all-equity portfolio idea, and explore an alternative inspired by the Rick Ferri Core 4 portfolio, tailored for an 8% withdrawal rate. This episode promises to inspire with its blend of community-focused financial creativity and solid investment insights.Curiosity piqued? Learn why PFFV trumps PFF in cost-effectiveness and tax benefits, especially for those in higher tax brackets. The episode tackles listener questions head-on, like the VNQ versus PFF debate, and shines a light on the essential role of gold in diversification. A personal tale unfolds as I recount my unexpected removal from Andy Pankow's Facebook group, sparking a discussion on the dynamics of online financial communities. This engaging narrative provides a nuanced view of maintaining a steady allocation amidst the ebb and flow of digital interactions.Explore the lighter side of finance as we analyze the performance of various portfolios in a quirky review of January's market highlights. With imaginative requests, like a breakfast order for the "bacon man," and the intriguing concept of combining Bitcoin and gold in an ETF, this episode offers both entertainment and education. From the conservative All Seasons to the experimental Golden Ratio, each portfolio reveals unique allocations and outcomes. Join us on this enlightening journey through investment strategies, and uncover the unexpected joys of charitable giving through creative financial planning.Support the show

Travel for Nothing Come home Rich.
2B$ MSTR Preferred Shares Explained | Everything you need to know

Travel for Nothing Come home Rich.

Play Episode Listen Later Jan 5, 2025 16:22


MicroStrategy announced they are going to issue 2 Billion Dollars worth of Preferred shares in Q1 of 2025 to buy more bitcoin with the money raised. In this video I talk about what Preferred shares are and how they will work in MSTRs case. Where I buy Bitcoin (Non-KYC options) https://bitcoinwell.com/referral/bitcoinnotcrypto Need help on how to buy btc on Bitcoin well? https://youtu.be/-52aEY3LIFs Join my BTC Discord and book a Free 1on1 call https://discord.gg/PY5tKvAamB Listen to this as a podcast https://podcasters.spotify.com/pod/show/bitcoinnotcrypto Fund my Documentary "The Land of Volcanos and Bitcoin" https://geyser.fund/project/thelandofvolcanosandbitcoin Follow me on Nostr npub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fs Follow on Twitter/X https://x.com/forrestHODL Movies I've made https://amzn.to/3FtVKmr https://amzn.to/3FtVKmr https://amzn.to/3FtkmM6 https://amzn.to/3s43FE8 Alternative Dwelling Documentaries https://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA

Risk Parity Radio
Episode 356: Exploring Preferred Shares Funds, The Importance Of Rebalancing, How The Sausages Are Made And Risk Parity Chronicles

Risk Parity Radio

Play Episode Listen Later Jul 31, 2024 30:48 Transcription Available


In this episode we answer emails from Ed, Cy, Visitor 5002, and Lucas.  We discuss preferred shares funds, rebalancing and ranting, how the podcast sausage is made and Risk Parity Chronicles.  And the charitable matching opportunity with the Financial Quarterback for the benefit of the Father McKenna Center.Links:  Father McKenna Center Donation Page (don't forget to include "The Financial Quarterback Match" in the comment/dedication box):  Donate - Father McKenna CenterFinancial Quarterback Podcast With Yours Truly:  Breaking Down the Holy Grail of Diversified Portfolios w/ Frank Vasquez Jr. (Risk Parity Radio) (youtube.com)PFFV On Morningstar:  PFFV – Global X Variable Rate Preferred ETF – ETF Stock Quote | MorningstarRisk Parity Chronicles On YouTube:  Risk Parity Chronicles - YouTubeGolden Butterfly Portfolio In Depth:  Golden Butterfly Portfolio – Portfolio ChartsUnedited Artificial Intelligence Description:Ever wondered how to double the impact of your charitable donations while navigating the world of preferred shares funds? On this episode of Risk Parity Radio, we kick things off with something special—a segment dedicated to answering listener emails and revealing our latest charitable promotion for the Father McKenna Center. Learn about an incredible matching donation opportunity connected to my appearance on the Financial Quarterback podcast, and hear about a clever donation strategy using donor-advised funds suggested by our listener, David.Thinking about adding preferred shares to your portfolio but not sure where to start? Listener Ed's email prompts a deep dive into the mechanics and benefits of preferred shares funds. Discover why these funds are appealing, particularly for those in high tax brackets, as we compare ETFs such as PFF, PGX, PFXF, and FPE. I'll share my current top picks, PFFV and PFFD, which boast lower expense ratios and higher dividend payouts, and discuss the tax advantages of qualified dividends. Whether you're looking to enhance your yield or add stability to your investments, this segment is packed with actionable insights.Finally, we turn our focus to the critical practice of portfolio rebalancing, illustrating how this strategy can help you buy low and sell high. We'll share recent examples to highlight its effectiveness, all while adding a bit of entertainment with a playful nod to "Willy Wonka & the Chocolate Factory." Don't forget to engage with us by subscribing, giving ratings, and leaving reviews on your favorite podcast platforms. Tune in for a perfect blend of insightful financial advice, engaging listener interactions, and tips on making a difference through thoughtful charitable contributions.Support the Show.

Eichhorn Coaching - Der Podcast
#Folge 6: Garantierte Dividende mit Preferred Shares und CEFs? Das Interview mit Luis Pazos von Nur Bares ist Wahres!

Eichhorn Coaching - Der Podcast

Play Episode Listen Later Mar 28, 2024 53:34


In dieser Folge besprechen wir das Thema Preferred Shares und Closed-End Funds, sogenannte CEFs. Hierzu haben wir uns mit dem Buchautor und Finanz-Blogger Luis Pazos einen ausgewiesenen Fachmann für Triple-Income Investing mit Dividenden, Optionen und Zinsen ins Boot geholt. Unser Gast: Luis Pazos von Nur Bares ist Wahres! Luis' Bücher zum Thema: BARGELD STATT BUCHGEWINN CLOSED-END FUNDS VERSTEHEN UND BEWERTEN Folgt uns gerne auf unseren anderen Kanälen  ⁠⁠⁠YouTube⁠⁠⁠   ⁠⁠Instagram⁠⁠  ⁠⁠Twitter⁠⁠  Hier findet ihr einen Ausschnitt unseres Angebotes  ⁠Homepage⁠   ⁠Unser Vermögensmagazin⁠  ⁠Kostenloser Newsletter⁠  ⁠Kostenfreie E-Books⁠  Risikohinweis: Dieser Podcast dient nur der Information und stellt keine Aufforderung zum Kauf oder Verkauf der eventuell erwähnten Wertpapiere dar. Der Handel mit börsennotierten Wertpapieren kann zum Teil erheblichen Kursschwankungen unterliegen, die zu erheblichen Verlusten bis hin zum Totalverlust führen können. Bei jeder Anlageentscheidung, die Sie aufgrund von Informationen, welche aus Inhalten dieses Videos hervorgehen, treffen, handeln Sie immer eigenverantwortlich, auf eigene Gefahr und eigenes Risiko. Die in diesem Video zur Verfügung gestellten Inhalte, wie z.B. Handelssignale und Analysen, beruhen auf sorgfältiger Recherche, welchen Quellen Dritter zugrunde liegen. Diese Quellen werden von Eichhorn Coaching als vertrauenswürdig und zuverlässig erachtet. Eichhorn Coaching übernimmt gleichwohl keinerlei Gewährleistung für die Aktualität, Richtigkeit oder Vollständigkeit der Inhalte und haftet nicht für materielle und/oder immaterielle Schäden, die durch die Nutzung oder Nichtnutzung der Inhalte oder durch die Nutzung fehlerhafter und unvollständiger Inhalte verursacht wurden.  Inhalt:    00:00 Intro    01:06 Wie kamst Du zu Preferred Shares?    03:38 Was ist ein Preferred Share?    12:20 Besicherte Preferred Shares    13:20 Wie hoch kann der Kurs jenseits von 25$ steigen?    15:39 Welche Unternehmen geben Preferred Shares aus?    18:35 Ist die Dividende garantiert?    24:22 Wie findet man Preferred Shares?    27:15 Wie werden die Kursgewinne steuerlich in Deutschland behandelt?    32:48 Sind Preferred Shares veroptionierbar?    33:41 Was sind ClosedEnd Funds (CEFs)?    44:05 Handelbarkeit in Deutschland    46:42 Vorteile gegenüber dividendenstarken Aktien    51:15 Verabschiedung 

Gabelli Radio
David Schachter Gabelli Natural Resources, Gold & Income Trust New Preferred Shares

Gabelli Radio

Play Episode Listen Later Feb 7, 2024 1:35


David Schachter provides an update on Gabelli Natural Resources, Gold and Income Trust. Please note that this Offering is for accredited investors only. To learn more about Gabelli Funds' disciplined, research driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter - https://twitter.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Risk Parity Radio
Episode 309: Shifting Allocation Strategies, Preferred Shares, Correlation Issues And Principles -- And High Jinks!

Risk Parity Radio

Play Episode Listen Later Dec 31, 2023 44:34


In this episode we answer emails from Slippery Steve, Keith, Brian, and Kyle.  We discuss a momentum allocation strategy called "the 12% Solution" and complex allocation strategies in general, preferred shares and preferred shares funds, notions about correlations from Rick Ferri's All About Asset Allocation book (pub. 2005 and 2010), putting the Simplicity Principle in it's proper context (not the first priority), and a fun listener-provided sound clip.Link:Father McKenna Center Donation Page:  Donate - Father McKenna Center Duke Research Paper re Stock Market and Treasury Bond Correlations:  delivery.php (ssrn.com) Morningstar Analysis of PFFD:  PFFD – Portfolio – Global X US Preferred ETF | MorningstarMorningstar Analysis of JNK:  JNK – Portfolio – SPDR® Blmbg High Yield Bd ETF | MorningstarAll About Asset Allocation (2010):  All About Asset Allocation, Second Edition: Ferri, Richard A. A.: 9780071700788: Amazon.com: BooksKyle's Rodney Dangerfield Clip:  Then, Sell Sell Sell - Caddyshack (youtube.com)Support the show

InvestTalk
10-4-2023 – With Savings Account Rates Higher Than Most Mortgage Rates, How Can You Optimize Your Situation?

InvestTalk

Play Episode Listen Later Oct 5, 2023 45:42


The majority of American homeowners with a mortgage are paying less than 5% interest, and high-yield savings accounts offer a return above that figure. Today's Stocks & Topics: AEP - American Electric Power Co. Inc., RUN - SunRun Inc., Preferred Shares, XOM - Exxon Mobil Corp., Dynamic Pricing, SCI - Service Corp. International, GOOG - Alphabet Inc. Cl C, Investing in Real Estate, K - Kellanova, KLG - WK Kellogg Co., Jobs.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

On this episode of DIY Money, Quint and Allie talk through the differences between common and preferred stock.

The Dividend Guy Blog Podcast
Pros & Cons of Bonds, Mutual Funds, Preferred Shares and GICs

The Dividend Guy Blog Podcast

Play Episode Listen Later Aug 16, 2023 39:33


What would they be if we had to put dividends aside for a while and explore other safe investment products? How are dividend growers offering solutions to their problems? Who are they made for? Are they all relevant? For the complete show notes, make sure to check out our website: thedividendguyblog.com/135 Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r

Safe Dividend Investing
#124 - Shyster Stock Promoters- Corporations Are Not Democratic - Preferred Shares Disappoint

Safe Dividend Investing

Play Episode Listen Later Jul 12, 2023 25:00 Transcription Available


Welcome to Safe Dividend Investing's Podcast # 124 on July 13th of 2023.  Today, I will be answering 7 interesting investment questions.QUESTION (1)Is i ethical to invest in startups that you know are stocks being set up to go  bankrupt as soon as the promoters have fleeced naive investorsQUESTION (2)What is the reason for the recent popularity of dividend yielding stocks?  Is this a bubble that is going to pop?QUESTION (3)Are CEOs required to  act in favor of the company  or the shareholders?QUESTION (4)How can buying preferred shares of a company remove the higher risk of common shares in the event of bankruptcy?QUESTION (5)How would historical dividends help predict future dividend payouts?QUESTION (6)Are REITs a good investment and should  I keep  them in my regular trading account or my tax-free investment account/ QUESTION (7) Referring to your book, "New York Stock Exchange's  106  Best High Dividend Stocks", I am having trouble determining how to work out operating margins and in finding good solid stocks with high earnings-per-share ratios to invest in. Do you have any suggestions/      FIVE INVESTMENT  BOOKS BY IAN DUNCAN MACDONALD(ALL BOOKS ARE AVAILABLE FROM AMAZON.COM  KINDLE BOOKS)(1) NEW YORK STOCK EXCHANGE'S  106 BEST HIGH DIVIDEND STOCKSIn this 334-page book there is a 2-page report for each company scoring 11 data elements. It also lists 23 years of historical share price and dividend payouts so that investors can judge the stock's reliability. (2) AMERICA HIGH DIVIDEND HAND BOOK                                              & (3) CANADIAN HIGH DIVIDEND HANDBOOK in these two books, pages of charts are sorted four ways by stock score, share price, dividend yield percent and alphabetically. A page for each stock provides eleven facts which created each stock's total score. Both books list all common stocks that were paying dividend yield percentages of 3.5% or more on  the New York Exchanges and  the Toronto Stock Exchange. (4) SAFER BETTER DIVIDEND INVESTING:All 628 stocks paying dividends of 6% or more on the NYSE and the NASDAQ,  are scored and sorted by score, price, dividend % and alpha. Plus 199 high dividend Canadian stocks.  The answers to 128 questions asked by investors are provided. This instructional reference book will make building a better investment portfolio faster and easier.(5) INCOME AND WEALTH FROM SELF-DIRECTED INVESTINGIn this, his first investment book, in easy to understand language, Ian MacDonald reveals the serious concerns you should have about entrusting your money to investment advisors.  Step-by-step he shows you how you can realize an annual 6% income while your portfolio continues to grow year-after-year. 654 stocks paying dividend yields over 3.5% or more on the Toronto Stock Exchange are scored and listed.FOR MORE INFORMATION ON THESE 5 BOOKS, HIS 3 NOVELS,  AND 2,300 PAINTINGS, PHOTOGRAPHS  AND DIGITAL ART VISIT:                           www.saferbetterdividendinvesting.coIan Duncan MacDonaldAuthor, Artist, Commercial Risk Consultant,President of Informus Inc 2 Vista Humber Drive Toronto, Ontario Canada, M9P 3R7 Toronto Telephone - 416-245-4994 New York Telephone - 929-800-2397 imacd@informus.ca

Risk Parity Radio
Episode 266: Dude Musings, Fun With Fallacies, Variable Preferred Shares And Portfolio Reviews As Of June 9, 2023

Risk Parity Radio

Play Episode Listen Later Jun 11, 2023 35:42


In this episode we answer emails from Alexi (a/k/a/ "the Dude"), Pete and Dean.  We discuss box spreads, trying to market-time t-bills and interest rates, a whole host of logical fallacies and cognitive biases and a variable preferred shares fund (VRP) and what it does and doesn't do.And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.Additional links:Alpha Architect On Box Spreads:  Box Spreads: An Alternative to Treasury Bills? (alphaarchitect.com)Alpha Architect Paper On Size And Value Tilts:  AA-JBISFactorInvesting22LongOnlyValueInvesting.pdf (alphaarchitect.com)You Are Not So Smart Fallacy Podcasts (check out ones in the 60s or word search "fallacy"):  Podcast – You Are Not So SmartSample Gerd Gigerenzer Lecture:  Risk literacy: Gerd Gigerenzer at TEDxZurich - YouTubeRisk Savvy book:  Risk Savvy: How to Make Good Decisions by Gerd Gigerenzer | GoodreadsSummary of Prospecting Theory and Cognitive Biases:  The Prospecting Lens - Prospecting Mimetic FractalsDan Ariely Books:  Books - Dan ArielyFreakonomics Episode On Slippery Slopes:  Enough with the Slippery Slopes! - FreakonomicsSupport the show

Nur Bares ist Wahres!
Folge 159: Die Schatzmeister - Noch mehr Fragen und Antworten

Nur Bares ist Wahres!

Play Episode Listen Later May 19, 2023 58:50


Tonspur der Veranstaltung vom 02. Mai 2023: In der Maiausgabe der Schatzmeister haben wir die nach der letzten Folge offengebliebenen Zuschauer- beziehungsweise Zuhörerfragen aufgegriffen und beantwortet. Die Schatzmeister, das sind Alex Fischer, Lars Wrobbel und meine Person. In unserem kostenlosen und monatlichen Echtzeitformat sprechen wir über Dividendenaktien, REITs und sonstige ausschüttungsstarke Wertpapiere sowie außerbörsliche Anlagen wie P2P-Kredite und Krypto-Lending. Darüber hinaus diskutieren wir mit Gästen wie Zuschauern und beantworten deren Fragen. Bereits seit einiger Zeit erreichen uns wiederkehrende Nachfragen des Publikums. So lag dann auch der Entschluss nah, den Fokus wie schon in der zehnten Folge unseres Formats auf entsprechende Antworten zum Thema Geld und Finanzen zu legen. Dazu haben wir eine entsprechende Umfrage in den sozialen Medien gestartet und unsere Sammlung um die Rückläufer ergänzt. Einen ersten Schwung Fragen haben wir bereits in der letzten Ausgabe beantworten, nunmehr folgt der zweite und (vorläufig) letzte Teil. Im zweiten Teil der Doppelfolge sind wir dabei auf folgende Fragen eingegangen: Wie lässt sich eine Weltreise finanzieren? Wie handhaben wir Wechselkursschwankungen und Dividendenkürzungen? Was halten wir von einer vermögensverwaltenden GmbH? Ist es besser Geld zu sparen oder damit bestehende Verbindlichkeiten zu tilgen? Wie werden wir unser Geld im Alter anlegen? Was halten wir aktuell von Anleihen und Gold? Wie legen wir die Größe von Positionen im Depot fest? Welche Medieninhalte können wir empfehlen?

Risk Parity Radio
Episode 249: Municipal Bonds, Preferred Shares, Planning Calculators and Newman!

Risk Parity Radio

Play Episode Listen Later Mar 30, 2023 30:07


In this episode we answer emails from Wesley, Mark and a different Mark.  And an errant comment from his Dude-ness, Alexi.  We discuss how municipal bond funds might be used in risk-parity style portfolios and how not, a couple of interesting newer financial planning calculators and the planning process I actually use instead to account for liquidity issues, asset allocations in accumulation when options are limited and the ins and outs of preferred shares funds like PFF.  And then we goof off.  Again.Links:Correlation Matrix with Municipal Bond Fund:  Asset Correlations (portfoliovisualizer.com)ETF Research Center Financial Tool:  ETF Research Center (etfrc.com)Projection Labs Financial Tool:  ProjectionLab - Simulate your financial future and plan for financial independence.Support the show

Nur Bares ist Wahres!
Folge 155: Die Schatzmeister - Eure Fragen und unsere Antworten

Nur Bares ist Wahres!

Play Episode Listen Later Mar 16, 2023 63:35


Tonspur der Veranstaltung vom 02. März 2023: Die Märzausgabe der Schatzmeister stand ein weiteres Mal im Zeichen von Zuschauer- beziehungsweise Zuhörerfragen. Die Schatzmeister, das sind Alex Fischer, Lars Wrobbel und meine Person. In unserem kostenlosen und monatlichen Echtzeitformat sprechen wir über Dividendenaktien, REITs und sonstige ausschüttungsstarke Wertpapiere sowie außerbörsliche Anlagen wie P2P-Kredite und Krypto-Lending. Darüber hinaus diskutieren wir mit Gästen wie Zuschauern und beantworten deren Fragen. Bereits im Vorfeld der Aufnahme haben wir einige Diskussionspunkte aus dem Publikum zugespielt bekommen. Und so lag dann auch der Entschluss nah, den Fokus wie schon in der zehnten Folge unseres Formats auf Fragen und Antworten rund um das Thema Geld und Finanzen zu legen. Dazu haben wir eine entsprechende Umfrage in den sozialen Medien gestartet und unsere Sammlung um die zahlreichen Rückläufer ergänzt. An dieser Stelle vielen Dank für die rege Teilnahme! Am Ende sind wir auf folgende acht Fragen ausführlich eingegangen: Welche ausschüttungsstarken Sammelanlagen gibt es für den asiatischen Raum? Wie attraktiv sind US-amerikanische Staatsanleihen? Sind Real Estate Investment Trusts (REITs) trotz der gestiegenen Zinsen attraktiv? Wie wäre unsere Vermögensallokation, wenn wir mit bescheidenem Vermögen neu starten würden? Welchen Risiken unterliegen P2P-Kredite angesichts der gestiegenen Zinsen? Wie legen wir unsere Liquidität an? Welche Exchange Traded Funds (ETFs) mit Fokus auf Aktien mit nachhaltigem Dividendenwachstum finden wir interessant? Welche Programme und Werkzeuge nutzen wir zur Verwaltung unserer Finanzen?

Safe Dividend Investing
PODCAST 100. Should You Buy TESLA shares? The problem with Preferred Shares.

Safe Dividend Investing

Play Episode Listen Later Jan 26, 2023 22:31


 Welcome to Safe Dividend Investing's Podcast # 100, on January 25th of 2023. Today, I will be answering 7 investment questions.(My latest reference book for investors, "New York Stock Exchange's 106 Best High Dividend Stocks", is now available as both an e-book and print book at amazon.com.)TODAY'S SEVEN INVESTMENT QUESTIONS(1)  Why should investors avoid preferred shares?(2)  When your shares go down in value, below what you paid for them, who gets the money you have lost?(3)  Some advisors say REITs (Real Estate Investment Trusts) are dividend traps, since they are required by law to pay out 90% of their profits.  Are they right?(4)  What characteristics do a company need to have to grow profits for decades?(5) Are advisors right, when they say that Tesla's 20% price cut in its vehicles is underappreciated by investors and that Tesla is now a good buy?(6) How can you prevent a company from going bankrupt? (7) What are the best ways to get as rich as Warren Buffett of Bill Gates?Ian Duncan MacDonaldAuthor, Artist, Commercial Risk Consultant,President of Informus Inc 2 Vista Humber Drive Toronto, Ontario Canada, M9P 3R7 Toronto Telephone - 416-245-4994 New York Telephone - 929-800-2397 imacd@informus.ca

Playing FTSE
A 7.5% Savings Account, FCA Says "Get Invested" & An Intro To Preferred Shares!

Playing FTSE

Play Episode Listen Later Dec 4, 2022 65:27


What will the stock market do in 2023? Is the Legal & General dividend safe? Where's Paul? Find out the answer to none of these questions on this week's PlayingFTSE show! Kicking us off, Steve D has some fun facts about the show. As a podcast, we get a Spotify wrapped just like (or nothing like) everybody else. At one point, we made it into the top 5% of most followed podcasts on Spotify! Thank you to everyone who put us there, everyone who keeps listening and watching, and everyone who has sat through the tirade of adverts that Steve accidentally lined up on last week's show. He also has some notes on his big Larry… Steve also has some exciting news about a new savings account. It's from First Direct and pays 7% interest on an amount between £75 and £300. Who needs investing? What is our show even *for*? And do the Steves have this account? Find out… In other news, the FCA thinks that people shouldn't be stashing their money in savings accounts yielding 0.25%. We tend to think the same thing with our money, but Steve W is wondering why the authorities have finally got around to this idea. Their plan is to lower the qualification requirement for financial advisors dealing with people who have basic needs. Never mind what we think — what does actual financial advisor Tom Morgan think? Find out at the end of the show… One of the things you might like to invest in is the Meet Kevin Pricing Power ETF. That's a thing and we're here to discuss it. Steve D thinks it looks strange, Steve W thinks it looks expensive. There's clearly some merit to the idea that pricing power is important and Meet Kevin has a huge following, of the kind we'll likely never have, and he's a very very good salesperson. But what kind of ETF would we be if we were going to start a fund of our own? Steve W has found something he prefers. Preferred stocks. Our resident value investor has a hunch that stocks that pay fixed dividends might be about to become a sought-after asset as a recession cuts into corporate profits. And there's one in particular that's on his agenda. Steve D reads Steve W's written work, so he knows what it is. And attentive viewers will recognise it from a previous episode. All on this week's PlayingFTSE podcast!

InvestTalk
11-30-2022 – 4 Practical Steps to Control Your Overspending Habit

InvestTalk

Play Episode Listen Later Dec 1, 2022 46:33


For some, money represents freedom, opportunity, security, or peace of mind-- but financial success requires that you tame an 'urge to splurge.' Today's Stocks & Topics: Stock Market Performance, Black Friday, Factory Production in China, Corporate Bonds, KRTX - Karuna Therapeutics Inc., TRTN - Triton International Ltd., Preferred Shares, GNL - Global Net Lease Inc., Big Banks Bonds, CVGI - Commercial Vehicle Group Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Nur Bares ist Wahres!
Folge 143: Geldgespräch - Optionshändler Eric Ludwig

Nur Bares ist Wahres!

Play Episode Listen Later Oct 21, 2022 71:25


Vom Wheelen und Rollen: Im aktuellen Geldgespräch habe ich einen Mann zu Gast, der sich in der nach wie vor vergleichsweise kleinen Gemeinde der Optionshändler einen Namen mit einer ganz speziellen Technik gemacht hat, dem sogenannten Rollen. Speziell zu diesem Thema hat er im vergangenen Jahr ein Buch geschrieben, zu den Chancen und Risiken des Rollens sowie den Besonderheiten der Rolltechnik wollen wir uns heute unterhalten. Zuvor gehen wir noch auf einen ganz anderen Aspekt des Optionshandels ein, der ausnahmslos jeden Stillhalter ereilt, nämlich das Liquiditätsmanagement. Denn tatsächlich kam unser erster persönlicher Kontakt über ein Video von Eric Ludwig zustande. Der im Juli 2022 veröffentlichte Beitrag mit dem Titel „Die Gefahr von Preferred Shares im Optionshandel“ spiegelte meines Erachtens das Chance-Risiko-Verhältnis der Anlageklasse verzerrt wider. So wurde beispielsweise die in dem Sektor lohnenswerte Möglichkeit des „Preferred Shares Picking“ komplett ausgeblendet. Doch nicht nur ausgewählte Preferred Shares stellen eine Alternative der Veranlagung von Liquidität dar. Bedingt durch den relativ raschen Zinsanstieg in Übersee passen auch wieder kurzlaufende US-Staatsanleihen, sogenannte Treasury Bills, kurz T-Bills, in das Beuteschema. Die annähernd schwankungsfreie Anlageklasse rentiert aktuell mit knapp vier Prozent pro Jahr. Ein weiterer Vorteil sowohl der Preferred Shares als auch der T-Bills ist die sogenannte Marginhinterlegung – in beiden Fällen behandelt der Broker entsprechende Positionen annähernd wie Kontoguthaben in US-Dollar. Das Rollen wiederum ist ein elementarer Bestandteil von Eric Ludwigs strategischem Ansatz im Optionshandel. Insbesondere bei klassischen Cash Secured Puts macht er sich die Technik zunutze, um Trades in Schieflage à la longue doch noch mit Gewinn abzuschließen. Hierzu bedient er sich eines automatisierten, mehrstufigen Verfahrens, welches er im zweiten Teil unseres Gesprächs erörtert. Der Sponsor dieser Podcast-Folge ist LYNX Broker. Anleger, die Wert auf ein kostenloses Wertpapierdepot, günstige und transparente Gebühren und Zugang zu mehr als 100 Börsen weltweit legen, sind hier gut aufgehoben.

Nur Bares ist Wahres!
Folge 140: Cash Call - Preferred Shares

Nur Bares ist Wahres!

Play Episode Listen Later Sep 16, 2022 34:49


Tonspur der Videokolumne mit CapTrader vom 16. September 2022: Preferred Shares haben sich vor allem in Nordamerika zu einem alternativen Instrument für alle einkommensorientierten Investoren gemausert, die das Rendite-Risiko-Profil ihres Depots durch die gezielte Beimischung von sogenanntem Hybrid- oder Mezzanin-Kapital optimieren möchten. Dies umfasst neben privaten übrigens auch institutionelle Investoren, die das Gros der Anleger stellen. In unserem Gespräch dekliniere ich die wichtigsten Merkmale und Parameter von Preferred Shares durch und erläutere, wie auch kontinentaleuropäische Investoren das breite Spektrum der Wertpapiergattung gezielt zur Vermögenssicherung, zur Einkommenserzielung oder gar Spekulation sowie als Grundlage für Stillhaltergeschäfte nutzen können. Damit möchte ich nicht zuletzt verzerrten Darstellungen zu Preferred Shares entgegenwirken, die jüngst im Netz kursierten. Der Sponsor dieser Folge ist Vinos, seit 25 Jahren die Nummer 1 für spanischen Weine in Deutschland. Vinos, das sind Wein-Entdecker und Berater, Sommeliers und Önologen, die langjährige Freundschaften mit den besten Bodegas und aufstrebenden Winzern pflegen. Um den Einstieg in die iberische Weinwelt zu erleichtern haben Vinos und ich ein exklusives Paket mit 53 Prozent Rabatt geschnürt.

echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF
egtv #224 - Invesco Tech-ETFs: Trendwende voraus? | Nasdaq 100 | MSCI China Technology | Blockchain | Solar

echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF

Play Episode Listen Later Sep 2, 2022 59:17


Mit über 164 Mrd. Dollar Anlagevolumen ist der Nasdaq 100 ETF von Invesco der globale Standard für Tech-Investments. Doch neben dem legendären QQQ, der inzwischen zu 25% aus Apple und Microsoft besteht, hat der US-Vermögensverwalter noch einige andere Tech-ETFs im Sortiment. Etwa den Nasdaq Next Generation, sozusagen die 2. Liga der US-Wachstumsbörse. Oder den MSCI China Technology, über den man in diesen Zeiten ziemlich kontrovers diskutieren kann – genau wie über die Frage, was „Tech“ eigentlich ist und welches Potential spezielle Tech-Trends wie Blockchain noch haben. Das und einiges mehr jetzt im aktuellen echtgeld.tv-Talk mit Florian Förster. Und für alle, die lieber Dividenden- als Wachstums-Prozente sehen, gibt's auch noch was: Eine Einführung in „Preferred Shares“, die eben nicht das US-Pendant zu deutschen Vorzugsaktien sind.

Safe Dividend Investing
Podcast 77 - Safe Dividend Investing - Five Questions and Preferred Shares

Safe Dividend Investing

Play Episode Listen Later Aug 17, 2022 15:48


Welcome to Safe Dividend Investing's Podcast # 77, on August 17 of 2022.  in addition to answering the usual 5 questions, from investors I will finish reading from Chapter Five of  Income and Wealth from Self-Directed Investing. This chapter's title is “Stocks and Other Investments”.In this podcast I will cover preferred shares. FIVE QUESTIONS FROM INVESTORS1.Is property investment  safer than stock investing because it is much less volatile than the stock market?  2. Why would a billionaire sells all of their stocks? 3 How can I determine how much a company's stock price will go up after its earnings report is released? 4. How do you calculate future stock market profits before investing?  5. How do I avoid capital gains tax on my stock portfolio?  The objective of these podcasts is to turn all investors into successful self-directed, financially independent investors. For more insights into investing and stock scoring go to, www.saferbetterdividendinvesting.com. Investment books available by Ian Duncan MacDonald:American High Dividend HandbookCanadian High Dividend HandbookSafer Better Dividend InvestingIncome and Wealth from Self-Directed InvestingAll four investment books are available from amazon.com as e-books or in print:Those purchasing an investment book can request the IDM stock scoring software at no additional charge. It helps you to quickly and easily create strong dividend portfolios You can easily verify the current strength of any stock before you purchase it. If you like fast moving, entertaining, adventure stories, check out Ian's three novels at amazon.com, which are also available as e-books and in print.:    Beware the AbandonedUsing Drought USADuelIf you are interested in Ian's art, visit his Fine Art America website a https://fineartamerica.com/profiles/ian-macdonald and scroll through the many paintings, photos and digital art. 

Nur Bares ist Wahres!
Folge 132: Cash Call - Das CapTrader-Interview

Nur Bares ist Wahres!

Play Episode Listen Later Jun 10, 2022 61:02


Tonspur der Videokolumne mit CapTrader vom 10. Juni 2022: Diesmal gibt es einen verbalen Rundumschlag zu meinem Finanzblog, den Büchern und Podcast-Formaten einschließlich der Cash-Ampel, der Schuldenuhr des Eurosystems, der Europäischen Zentralbank und ihrem historisch einmaligen Geldexperiment, aber auch zu Hochdividendenwerten, Business Development Companies (BDCs), Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Preferred Shares und Optionen sowie zur ruhigen Hand beim Investieren. Noch ein Hinweis zur zeitlichen und örtlichen Einordnung. Aufgenommen wurde das Interview Ende Januar bei CapTrader in Düsseldorf. Dementsprechend fehlt freilich der Bezug zu jüngeren Ereignissen wie beispielsweise dem Krieg in der Ukraine oder dem mittlerweile vollzogenen Salamicrash an den weltweiten Aktienbörsen. Gleichwohl sind zahlreiche der im Interview besprochenen Aspekte davon unabhängig beziehungsweise zeitloser Natur. Der Namenspatron ist auch gleichzeitig Sponsor dieser Podcast-Folge. CapTrader mit Sitz in Düsseldorf bietet Privatanlegern den Zugang zu mehr als einer Millionen Wertpapiere an über 120 Börsenplätzen. Und das zu äußerst niedrigen Gebühren, vor allem an den für Einkommensinvestoren interessanten angelsächsischen Börsen. Kosten für die Verbuchung von Dividenden fallen ebenso wenig an wie laufende Depotgebühren.

InvestTalk
3-17-2022 - What Does the FED's Rate Hike Mean for Borrowers, Savers, and Homeowners?

InvestTalk

Play Episode Listen Later Mar 18, 2022 45:54


The cumulative effect of rate hikes is what is really going to have an impact on the economy and household budgets. Today's Stocks & Topics: OTIS - Otis Worldwide Corp., The Bond Market, Shoppers and Higher Prices, Transferring Cash to Roth I-R-A, UGI - UGI Corp., UPS - United Parcel Service Inc. Cl B, FDX - FedEx Corp., Preferred Shares, CDRPRC - Cedar Realty Trust Inc. 6.5% Conv. Pfd. Series C, XLE - Energy Select Sector SPDR ETF, XLU - Utilities Select Sector SPDR ETF, SPXL - Direxion Daily S&P 500 Bull 3X Shares, BHP - BHP Group Ltd. ADR, LDOS - Leidos Holdings Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY
1820: The Yield Shield: Preferred Shares by Wanderer of Millenial Revolution on Investing Strategies

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY

Play Episode Listen Later Mar 4, 2022 14:43


Wanderer of Millennial Revolution talks about preferred shares Episode 1820: The Yield Shield: Preferred Shares by Wanderer of Millenial Revolution on Investing Strategies Wanderer retired from his engineering job at a major Silicon Valley semiconductor company at the age of 33. He now travels the world seeking out knowledge from other wealthy people, so he can teach people how to become financially independent themselves. The original post can be seen here: https://www.millennial-revolution.com/invest/yield-shield/the-yield-shield-preferred-shares/  Visit Me Online at OLDPodcast.com  Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY
1820: The Yield Shield: Preferred Shares by Wanderer of Millenial Revolution on Investing Strategies

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY

Play Episode Listen Later Mar 4, 2022 14:43


Wanderer of Millennial Revolution talks about preferred shares Episode 1820: The Yield Shield: Preferred Shares by Wanderer of Millenial Revolution on Investing Strategies Wanderer retired from his engineering job at a major Silicon Valley semiconductor company at the age of 33. He now travels the world seeking out knowledge from other wealthy people, so he can teach people how to become financially independent themselves. The original post can be seen here: https://www.millennial-revolution.com/invest/yield-shield/the-yield-shield-preferred-shares/  Visit Me Online at OLDPodcast.com  Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Finance Daily
1820: The Yield Shield: Preferred Shares by Wanderer of Millenial Revolution on Investing Strategies

Optimal Finance Daily

Play Episode Listen Later Mar 4, 2022 14:43


Wanderer of Millennial Revolution talks about preferred shares Episode 1820: The Yield Shield: Preferred Shares by Wanderer of Millenial Revolution on Investing Strategies Wanderer retired from his engineering job at a major Silicon Valley semiconductor company at the age of 33. He now travels the world seeking out knowledge from other wealthy people, so he can teach people how to become financially independent themselves. The original post can be seen here: https://www.millennial-revolution.com/invest/yield-shield/the-yield-shield-preferred-shares/  Visit Me Online at OLDPodcast.com  Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

InvestTalk
2-7-2022: Investing Is a Long Game

InvestTalk

Play Episode Listen Later Feb 8, 2022 46:09


If you find market volatility unsettling, there are ways to reshape your investment thinking so market dips don't trigger alarms. Today's Stocks & Topics: WIRE - Encore Wire Corp., Electric Vehicles, Earnings Announcements, Is Fracking on The Decline, GOOG - Alphabet Inc. Cl C, FB - Meta Platforms Inc., PM - Philip Morris International Inc., Resistance and Support, RSP - Invesco S&P 500 Equal Weight ETF, SPYV - SPDR Portfolio S&P 500 Value ETF, ILMN - Illumina Inc., GNL - Global Net Lease Inc., Preferred Shares, ODFL - Old Dominion Freight Line Inc., STKL - SunOpta Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Safe Dividend Investing
Podcast 48 - Continue with Chapter One, invest $100,000 and Avoid Preferred Shares.

Safe Dividend Investing

Play Episode Play 30 sec Highlight Listen Later Jan 27, 2022 23:24


 In this podcast, Ian Duncan MacDonald continues to read from Chapter One of  his latest book, "American High Dividend Handbook".  It is followed by answers to the following  three investment questions:(1) If you had never accumulated more than a few thousand dollars in your life and were handed $100,000  today, what would you quickly do to get this money working for you?(2) Is now a good time  for a retiree to add reliable dividend paying REITs and equities to their portfolio?(3) Why are preferred shares avoided as an investment?The objective of these podcasts is to turn you into a successful self-directed investor who understands the tremendous benefit of investing in the common shares of financially strong companies paying high dividends.For insights into stock scoring and to obtain a wealth of investment information go to Ian Duncan MacDonald's websitewww.saferbetterdividendinvesting.com.  Here you will find book reviews, PowerPoint videos, and other investment aids.  All of Ian's books are available from amazon.com. Those purchasing the investment books can also request his stock scoring software at no additional charge. It helps to quickly and easily create strong dividend portfolios.Please direct any questions to ian.macdonald@informus.ca or to Ian's phone numbersToronto (416) 245-4994 or New York (929) 800-2397 

Dynamic Advisor Site Podcast
Preferred Shares: One year later, where to go now?

Dynamic Advisor Site Podcast

Play Episode Listen Later Dec 2, 2021 59:04


Join Marc-André for an update on the asset class and a discussion about an alternative investment-grade credit solution for investors wanting to maintain purchasing power without interest-rate volatility.

Risk Parity Radio
Episode 132: Oh Mandy! Let's Talk About Taxes In Transition, Portfolio Analysis, Preferred Shares And Setting Withdrawal Rates!

Risk Parity Radio

Play Episode Listen Later Nov 30, 2021 23:50


In this Barry-Barry-nice episode, we address an email from "Mandy" about her transition to retirement.  We discuss minimizing the taxes with long-term capital gains rates, a proposed NTSX-based portfolio, preferred shares funds and how to think about setting your personal withdrawal rate in a flexible way that matches your actual expenses.Links:  NTSX-Based Portfolio Analyses:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)Article re Preferred Shares Funds:   Preferred Stock ETFs: Taking A Closer Look At PFFD, PFFR, PSK | Seeking AlphaPFFV Fund Page:  Variable Rate Preferred ETF (globalxetfs.com)Risk Parity Radio YouTube Channel:  Risk Parity Radio - YouTubeSupport the show (https://www.riskparityradio.com/support)

Business & Personal Development with Chris Haroun
Nine Business Lessons From Billionaire Kanye West, What is going on with AMC, How to get access to preferred shares and more.

Business & Personal Development with Chris Haroun

Play Episode Listen Later Jul 3, 2021 184:16


This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: Nine Business Lessons From Billionaire Kanye West, What is going on with AMC, How to get access to preferred shares and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun

The Canadian Investor
Robo-advisors, preferred shares and 6 stocks on our watchlist

The Canadian Investor

Play Episode Listen Later Jun 21, 2021 50:23


In this episode of the Canadian Investor Podcast, we talk about: Recent news including the U.S. fed update and developments on the inter pipeline offer by Brookfield Six companies on our watchlist The difference between preferred shares, common shares and bonds Historical events causing a market correction Robo-Advisors and how they work  Tickers of stocks discussed: DOO.TO, TWLO, MELI, CHWY, INTU, SHOP.TO Getstockmarket.com Canadian Investor Podcast Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital BAM list of preferred shares: https://bam.brookfield.com/stock-and-distributions/preferred-shares See omnystudio.com/listener for privacy information.

TaxBreaks
Episode 019 – You Mean Preferred Shares Have to Be Treated as a Liability on my Company's Balance Sheet?

TaxBreaks

Play Episode Listen Later Jun 8, 2021 14:00


On this episode of the podcast, Kenneth Keung and Kim G C Moody go in-depth on a topic they touched on previously in a blog post titled "Tax Planning Arrangement – When Tax Treatment Collides with Accounting Treatment and How This is Like Ferris Bueller's Day Off ."

TaxBreaks
Episode 019 – You Mean Preferred Shares Have to be Treated as a Liability on My Company’s Balance Sheet?

TaxBreaks

Play Episode Listen Later Jun 8, 2021 14:00


Kim G C Moody and Kenneth Keung discuss changes to preferred shares and how they should be treated for accounting purposes. This relates back a March 29th blog post.

Finanzrocker - Dein Soundtrack für Finanzen und Freiheit
Folge 185: "Als Einkommensinvestor setze ich nicht nur auf Dividendenaktien" - Interview mit Luis Pazos

Finanzrocker - Dein Soundtrack für Finanzen und Freiheit

Play Episode Listen Later Jun 2, 2021 106:50


Bereits zum dritten Mal habe ich in dieser Podcastfolge Luis Pazos zu Gast. Er ist Einkommensinvestor und hat das Ziel, unterjährig ein laufendes und möglichst konstantes Einkommen zu erzielen. Dazu nutzt er unter anderem REITs, Preferred Shares und BDCs, über die wir in dieser Folge genauer sprechen.

TomsTalkTime - DER Erfolgspodcast
Nur Bares ist Wahres. Finanzielle Bildung mit Luis Pazos #687

TomsTalkTime - DER Erfolgspodcast

Play Episode Listen Later May 26, 2021 57:31


Nur Bares ist Wahres - DAS Original. Gründer: Luis Pazos Luis Pazos wurde 1974 im Rheinland geboren. Nach dem Abitur schlug er die Offizierslaufbahn bei der Infanterie ein und studierte Betriebswirtschaftslehre mit dem Nebenfach Theologie an der Universität der Bundeswehr Hamburg. Mitte 2006 beendete er seine militärische Laufbahn. Nur Bares ist Wahres: die richtige Anlagestrategie. Egal ob REITs, Preferred Shares, etc. Der Manager, Autor und Blogger handelt seit 1994 ein breites Spektrum von Wertpapieren und Derivaten an den weltweiten Börsenplätzen. Sein Fachgebiet sind Einkommensstrategien mit Hochdividendenwerten und Stillhaltergeschäften. Hierzu hat er mit „Bargeld statt Buchgewinn“, „Geldanlage in Business Development Companies“, „Geldanlage in Preferred Shares“ sowie „Geldanlage in REITs“ vier Standardwerke zum Thema verfasst. Erfahrungen und Fachwissen teilt er regelmäßig mit den Lesern seines Finanzblogs und den Hörern seiner Podcasts – in dieser Form ein einzigartiges Angebot im deutschsprachigen Raum. Luis Pazos ist verheiratet und hat zwei Kinder. Zusammen mit seiner Familie lebt er in Südniedersachsen. Dein größter Fehler als Unternehmer?: Nicht früher angefangen zu haben. Deine Lieblings-Internet-Ressource?: Wordpress für meinen Blog, Podigee für meinen Podcast und natürlich all die interessanten Finanzapplikationen (s.u.), welche die Geldanlage bequem und einfach machen! https://www.captrader.com/de https://www.revolut.com/de-DE https://traderepublic.com/de-de https://www.weltsparen.de/   Deine beste Buchempfehlung: Buchtitel 1: Buchtitel 2:   Kontaktdaten des Interviewpartners: Blog: https://nurbaresistwahres.de Amazon-Autorenseite (hier klicken) Udemy: https://nurbaresistwahres.de/udemy E-Mail: pazos@nurbaresistwahres.de Facebook-Gruppe: https://www.facebook.com/groups/einkommensinvestoren Telegram-Gruppe: https://nurbaresistwahres.de/telegram-gruppe Instagram: https://www.instagram.com/baresistwahres Twitter: https://twitter.com/baresistwahres YouTube: https://nurbaresistwahres.de/youtube +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Mehr Freiheit, mehr Geld und mehr Spaß mit DEINEM eigenen Podcast. Erfahre jetzt, warum es auch für Dich Sinn macht, Deinen eigenen Podcast zu starten. Jetzt hier zum kostenlosen Podcast-Workshop anmelden: http://Podcastkurs.com +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++   So fing alles an. Hier geht´s zur allerersten Episode von TomsTalkTime.com - DER Erfolgspodcast. Und ja, der Qualitätsunterschied sollte zu hören sein. Aber hey, dass war 2012... :) 001 – Willst Du mehr Erfolg im Leben?   Erfolg kann man lernen. Jeder. Im Erfolgspodcast TomsTalkTime von Tom Kaules lernst Du in inspirierenden Interviews und einzelnen Storys die Strategien von erfolgreichen Unternehmern und Prominenten. Du lernst in Experten-Interviews wie erfolgreiche Menschen erfolgreich geworden sind und warum sie erfolgreich bleiben. Wie sie den richtigem Umgang mit Erfolg und auch den Umgang mit Niederlagen gelernt haben. Das richtige Mindset ist wichtig, um richtig viel Geld zu verdienen, glückliche Beziehungen führen, mit sich selbst im Einklang zu sein und dadurch Beruf und Familie bestens miteinander vereinbaren zu können. Einschalten. Zuhören. Sich motivieren und Inspirieren. Lernen. Tun. Erfolg haben.

BMO ETFs: Views from the Desk
E74 – Banking on Small Caps, Clean Energy & Preferred Shares

BMO ETFs: Views from the Desk

Play Episode Listen Later May 20, 2021 25:50


As volatility continues to grip equity markets, investors may find it challenging to look beyond the short-term uncertainty to the calm on the other side. Even so, our experts, Chris Heakes and Chris McHaney, believe the best course of action is to trust in the fundamentals of sound investing. They recommend longer-term bets such as clean energy, as well as small caps and preferred shares for tactical moves to stronger ground. Read the episode summary. Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on May 19, 2021. ETFs mentioned in the podcast: BMO S&P 500 Index ETF (Ticker: ZSP) BMO Clean Energy Index ETF (Ticker: ZCLN) BMO Laddered Preferred Share Index ETF (Ticker: ZPR) BMO S&P US Small Cap Index ETF (Ticker: ZSML)   Additional resourses: ·      Deep Dive episode: Why ZCLN Can Power Long-term Growth Disclosures: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated. S&P®, S&P/TSX Capped Composite®, S&P 500® are registered trademarks of Standard & Poor's Financial Services LLC (“S&P”) and “TSX” is a trademark of TSX Inc. These trademarks have been licensed for use by S&P Dow Jones Indices LLC and sublicensed to BMO Asset Management Inc. in connection with the above mentioned BMO ETFs. These BMO ETFs are not sponsored, endorsed, sold or promoted by S&P Dow Jones LLC, S&P, TSX, or their respective affiliates and S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s). For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

ChooseFI
313 | Are You as Diversified as You Think You Are?

ChooseFI

Play Episode Listen Later Apr 16, 2021 67:21


The goal of diversification is to ensure access to a lot of upside without being exposed to an unacceptable downside. But are you as diversified as you think you are? Long-time community member, Frank Vasquez says there are three roles bonds have in your portfolio, income, stability, and diversification. The Holy Grail Principle focuses on what the concept of diversification really means. It doesn’t mean different, it means uncorrelated. Investors can use online websites to calculate the correlation of two assets that results in a number ranging from 1 to -1. The closer the number is to 1, the more highly correlated they are. A number close to 0 indicates the assets are uncorrelated and move randomly with respect to each other. A negative result means the assets are negatively correlated and typically go in opposite directions. Why would an investor want assets that are negatively correlated if that means while one is doing well, the other is not? In the accumulation phase when an investor is trying to build wealth, they probably would want negatively correlated assets. Upon reaching FI, they may be helpful when attempting to ensure the highest safe withdrawal rate. Safe withdrawal rates for each portfolio will vary slightly and range from 3-5.5%. There are websites online to help calculate the rate for different portfolios. Frank has three adult children who he advises to max out their retirement accounts in basic index funds. The next bucket to fill is an emergency fund, followed by a taxable brokerage fund to used toward a down payment on a house. His son’s brokerage account used a risk parity-style portfolio, which is good for intermediate-term savings. When first starting out, money invested is a big pile of future cash. You invest a little each year and should get it into risky, growth-oriented, and reliable investments, which are stock index funds. Until you have $100,000 in your account, being invested in one fund is perfectly fine. It’s about earning and saving at that point. After the first $100,000, earnings begin to mean a little more and you can embrace a little more complexity. In the four phases of investing for retirement, the first two are earning and saving and are the most important to get automated saving going. Phase three is investing and the fourth is managing the investments to ensure they don’t blow up or go away. Long-term accumulation comes first in a portfolio, and Frank’s son is extremely frugal, making the risk parity portfolio possible. But what considerations are there if you are looking to transition index funds into a risk parity portfolio? The first step is to figure out where you are going and where the goal is. Next, look at what you have and what needs to be transitioned. Start the process when you hit your FI number or about five years out from when you think you are going to need it. You don’t want to be 100% equities and have the stock market crash two years before you retire. A risk parity portfolio does not stop earning money. The return is approximately between 6-8% after inflation, but the tradeoff is you are also only getting half the volatility of the stock market. You can’t optimize the performance of your portfolio in the future, but you can control your expenses, modify them, and take less in one year if you need to. Treat all of your assets as one big portfolio. You don’t want to incur unnecessary capital gains in your taxable accounts, so moving funds in retirement accounts is appropriate. The least movement possible is best and anything taxed as ordinary income should be put into retirement accounts. Risky parity is a style of investing that has become more accessible to everyone with no-fee trading. It is finding uncorrelated or negatively correlated assets and combining them to reduce the risk of the overall portfolio. The main driver of the portfolio is going to be stocks at 4-60%. The most diverse thing from stocks are Treasury bonds, like long-term Treasury bonds, at 20%. Gold may be an alternative. Bonds are not good income generators anymore. The go-to places for income sources are REITs and Preferred Shares. If you want to invest in something like Bitcoin, make sure you have a volatility match to it. Listener Andy asked about what percentage of a stock portfolio should be in international stocks. Frank says the issue with international funds is that they are highly correlated with US funds so they aren’t very useful. When Frank is deciding on investing in something, he looks at how useful it will be in his portfolio. He looks at its correlation with the rest of his portfolio and its volatility. You don’t want to put very much of something with high volatility in your portfolio. Listener Luke asked about Frank’s views on factor investing and if has or plans to have small-cap value funds in his portfolio. Franks says he does have small-cap value in his portfolio because they are less correlated with the overall stock market than an international fund. Franks says you want a basic and diversified two-fund portfolio that covers the whole market would consist of large-cap growth and small-cap value funds. The correlation between a total stock market fund and an S&P 500 fund is extremely high and a kind of false diversification. Although index funds are cap-weighted and gaining more and more of the larger companies over time, they are also self-cleansing in that companies doing worse fall down or fall off. Small-cap value funds do the reverse. When a company gets too big, it gets kicked out. Holding both types captures each end of the spectrum. According to the Macro Allocation Principle, what matters most in investing are the macro allocations between stocks and bonds. According to Jack Bogle, any 60-40 stocks to bonds portfolio is going to perform 94% the same way as any other 60-40 portfolio. Listener Claudia asks what a bond tent would do to her sequence of return risk. Franks says a bond tent is an old-fashioned way of dealing with sequence of return risk, but he says it’s not functionally different than buying a short-term or intermediate bond fund. Bonds should move opposite of the market, but lately, they have moved with the market. Franks says different bonds behave differently. Some do not provide much diversification. Focus on Treasury bonds for diversification. The hallmark of a very diversified portfolio is when you see different things moving in different directions at different times. Rental real estate and stocks have a low correlation, so it can be a good way to diversify, although sometimes they can move together as in 2008. In Frank’s mind, diversification should mean uncorrelated, it doesn’t mean having lots of stuff. Frank’s podcast is focused on risk parity and he has created six sample portfolios at Fidelity that he discusses each week. While Frank likes to nerd out on this stuff, you don’t need to to become a successful investor. Frank Vasquez Website:  Risk Parity Radio Podcast: Risk Parity Radio Podcast Resources Mentioned In Today’s Conversation ChooseFI Episode 194 The Role of Bonds in a Portfolio Portfolio Visualizer Portfolio Charts The Four Phases of Saving and Investing For Retirement ChooseFI Episode 176 Flexible Spending Rules for Early Retirees Using Gold as a Hedge Against Sequence Risk – SWR Series Part 34 The Little Book of Common Sense Investing by Jack Bogle Money for the Rest of Us Podcast Money for the Rest of Us by J. David Stein If You Want To Support ChooseFI: Earn $1,000 in cashback with ChooseFI’s 3-card credit card strategy.  Share FI by sending a friend ChooseFI: Your Blueprint to Financial Independence.      

Safe Dividend Investing
Podcast #6 - Alternative Investments Continue: Home Ownership, Rental Property, REITS, etc

Safe Dividend Investing

Play Episode Listen Later Apr 14, 2021 17:25


Podcast #6 continues with a discussion of alternative investments that we started in Podcast #5.  Home ownership can be a long term investment that pays off when you eventually retire. Owning rental properties is not an easy way to make money .  REITS can be very rewarding,  Hedge Funds have reputation for being risky. Collectibles require patience and good contacts.  Preferred Shares are not a good investment for individuals.  Investing in financially strong stocks paying high dividends have many benefits when compared to these alternative investments.

Peso Smart PH: Investing in the Philippines
EPISODE #128: San Miguel Corporation to Redeem Preferred Shares - Peso Smart PH

Peso Smart PH: Investing in the Philippines

Play Episode Listen Later Mar 12, 2021 4:11


What's up, guys? Quickie episode lang today about San Miguel redeeming their preferred stocks along with PSE allowing companies to offer preferred stocks in the market even without a preceding common stock offering. I hope you learn a thing or two! BusinessWorld: San Miguel asks for trading suspension of some preferred shares ➜ https://tinyurl.com/c9zrafj9 BusinessWorld: PSE wants to allow initial listing of preferred shares ➜ https://tinyurl.com/phr6kfns All BG Music from Audio Library ➜ https://www.youtube.com/channel/UCht8qITGkBvXKsR1Byln-wA –––––––––––––––––––––––––––––– Happy For You by Smith The Mister https://smiththemister.bandcamp.com​ Smith The Mister https://bit.ly/Smith-The-Mister-YT​ Free Download / Stream: http://bit.ly/-happy-for-you​ Music promoted by Audio Library https://youtu.be/wfRPE3kLs0c​ ––––––––––––––––––––––––––––––

Nur Bares ist Wahres!
Folge 79: Memento mori - Apokalypse und Zeitpräferenz

Nur Bares ist Wahres!

Play Episode Listen Later Feb 19, 2021 24:05


Vom antiken Wucher zum postmodernen Negativzins: 1. Der Preis der Unsterblichkeit 2. Eine kleine Zinstheorie 3. Die Zeitdiebe der Zentralbanken 4. Zwischen zwei Übeln 5. Eine lukrative Wertpapiernische Der Sponsor dieser Podcast-Folge ist Blinkist. Der Wissensanbieter fasst die wesentlichen Inhalte von aktuell über 3.000 deutsch- und englischsprachigen Sachbüchern zusammen und stellt diese als Text- und Audiodatei zur Verfügung. Derzeit erhalten meine Hörer und Leser 25 Prozent Rabatt auf das Jahresabo Blinkist Premium.

On the Money with Dynamic Funds
A Good Time to Invest in Preferred Shares

On the Money with Dynamic Funds

Play Episode Listen Later Jan 27, 2021 25:23


Roger Rouleau, Vice President & Portfolio Manager discusses preferred shares. It has been an asset class that has had more than a few ups and downs over the last few years, but there is a sense that 2021 is shaping up to be a good year. Roger reveals why he thinks the next 12 to 24 months may make today a good time to invest.

InvestTalk
12-9-2020: 3 Smart Money Moves To Make Before Year's End

InvestTalk

Play Episode Listen Later Dec 10, 2020 45:34


*As 2020 draws to a close, you may have a different view about your finances and you should reexamine your strategies.* *Today's Stocks & Topics: VSIAX - Vanguard Small-Cap Value Index Fund Admiral, VVIAX - Vanguard Value Index Fund Admiral, Workforce Statistics, Tesla Must Move to Texas, Roth I-R-A, Medical Insurance Before Retirement, TSLA - Tesla Inc., Preferred Shares, What's the Big Deal About Bitcoin, COST - Costco Wholesale Corp.* *TRIVIA QUESTION: "Looking back in time, WHEN (as in WHICH YEAR) was the first human-carrying electric vehicle with its own power source first tested-- and WHERE?* Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

BMO ETFs: Views from the Desk
E46 - Switching Gears with Value, Small-Caps & Preferred Shares

BMO ETFs: Views from the Desk

Play Episode Listen Later Nov 26, 2020 35:43


After a streak of good news – including three potential vaccines, the Biden transition and several well-received cabinet appointments – is it finally time for investors to stop playing defense? In today's podcast, Mark Raes, Alfred Lee and Chris Heakes discuss tactical positions that are hard to ignore in the current rally. In particular, our experts provide insights on Small-cap and Value ETFs that are showing real promise amid a slow economic recovery, as well preferred shares which offer protection as the market soars. Read the episode summary. Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris Heakes, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on November 25, 2020. Resources mentioned in the podcast: ·BMO ETF Roadmap ETFs mentioned in the podcast: BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) BMO S&P US Small Cap Index ETF (Ticker: ZSML) BMO US Dividend ETF (Ticker: ZDY) BMO US High Dividend Covered Call ETF (Ticker: ZWH) BMO Laddered Preferred Share Index ETF (Ticker: ZPR) BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (Ticker: ZMT)   Also listen to our Deep Dive episodes: ZEM – Why Emerging Markets Attract the “Smart Money” in ETF Flows ZWG for Enhanced Yield in Volatile Markets Tax-Loss Harvesting for 2020 Year-End Disclosures: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

C.V.
Should You Really Add Preferred Shares To Your Portfolio?

C.V.

Play Episode Listen Later Oct 20, 2020 2:34


Let's get this out of the way, what's not to like about preferred shares. Seriously they are a great financial product: more stable than industry standards, provides high dividend yield incomes, has low cost barrier to a large diversified portfolio. You can even go as far as saying preferred shares are a hybrid of bonds and common shares. But still...?

InvestTalk
10-20-2020: Home-Builder Confidence Reaches Record High For Third Consecutive Month

InvestTalk

Play Episode Listen Later Oct 20, 2020 47:06


*The continued recovery in home sales remains a bright point for the rest of the economy.* *Today's Stocks & Topics: Eviction Moratoriums, Preferred Shares, QDEL - Quidel Corp., Stocks & Taxes, THO - Thor Industries Inc., Reverse Mortgage, SAFT - Safety Insurance Group Inc., NEM - Newmont Corp., GOLD - Barrick Gold Corp., REITs.* Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations Advertising Inquiries: https://redcircle.com/brands

BMO ETFs: Views from the Desk
E38 - Chasing Yield with Quality & Preferred Shares

BMO ETFs: Views from the Desk

Play Episode Listen Later Oct 15, 2020 31:32


When it comes to striking a balance between growth and safety, investors naturally gravitate toward US exposures. However, with a cloud of uncertainty hovering over our neighbours in the south, where can Canadian investors find their target yield? Listen to Mark Raes, Alfred Lee and Chris Heakes as they provide valuable insights on Quality, with a global tilt, and preferred shares, as favourable bets to help boost the portfolio.  Read the episode summary. Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris Heakes, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on October 14, 2020. ETFs mentioned in the podcast: BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) BMO MSCI All Country World High Quality Index ETF (Ticker: ZGQ) BMO Global Infrastructure Index ETF (Ticker: ZGI) BMO Laddered Preferred Share Index ETF (Ticker: ZPR) BMO Equal Weight US Health Care Index ETF (Tickers: ZHU, ZUH – Hedged to CAD) Disclosures: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence. The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs.

The Wealth Exchange
Investor Education: Changes in Preferred Shares with Ben Jang

The Wealth Exchange

Play Episode Listen Later Sep 10, 2020 33:39


Show Summary: Host Mark Therriault speaks with Ben Jang, Portfolio Manager at Nicola Wealth focused on debt instruments. In today's conversation, they discuss preferred shares, which has been a hot topic over the last several months because of changes in the marketplace. Ben gives a breakdown of this asset class and explains how the changes in the marketplace in the last several years have impacted it. He also touches on the new issue that RBC recently came out with that could potentially replace preferred shares as a whole, explaining the key differences between this new issue vs. rate resets (the predominant player in the current preferred shares market). For More Information on this Week's Episode, Visit: www.NicolaWealth.com/Category/Podcasts

InvestTalk
07-16-2020: Should You Lower Your Retirement Savings Contributions To Pay Off Debt?

InvestTalk

Play Episode Listen Later Jul 16, 2020 45:41


If your income has been hit by the coronavirus pandemic, now might be a good time to find ways to stretch your finances a little further. Today's Stocks & Topics: New Ruling from the 9th Circuit Court, Restaurant Industry, Inheritances, WBA - Walgreens Boots Alliance Inc., The Stock Market & The Elections, BOTZ - Global X Robotics & Artificial Intelligence ETF, AMGN - Amgen Inc., Stock Value, NFLX - Netflix Inc., Online Spending, PFE - Pfizer Inc., COF - Capital One Financial Corp., Preferred Shares. Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations Advertising Inquiries: https://redcircle.com/brands

Einkommensinvestoren-Podcast
Folge 13: Offensive und defensive Dividendenwerte

Einkommensinvestoren-Podcast

Play Episode Listen Later May 1, 2020 67:44


Themenschwerpunkt: Offensive und defensive Dividendenwerte Die jüngsten Kursturbulenzen haben zum Teil schmerzlich die Bedeutung der defensiven Depotkomponente in das Bewusstsein der Anleger gerückt. In der 13. Folge des Einkommensinvestoren-Podcasts gehen wir daher auf eine Möglichkeit ein, Kursschwankungen zu glätten. In diesem Zusammenhang haben wir erneut Fragen in der geschlossenen Facebook-Gruppe gesammelt, auf die wir ausführlich eingehen. Unter anderem widmen wir uns folgenden Aspekten: Nach welchen Kriterien unterscheiden wir offensive und defensive Anlageklassen und Wertpapiere? Warum ist diese Unterscheidung wichtig und welchen Zweck erfüllen defensive Titel? Was sind Preferred Shares und welche defensiven Eigenschaften kennzeichnet die Anlageklasse? Was ist der Unterschied zwischen kanadischen und US-amerikanischen Preferred Shares? Welche zusätzlichen Merkmale weisen gedeckte Preferred Shares auf? Unsere Hochdividendenwerte des Monats: Der Genussschein der Canadian Banc Corporation (BK.PR.A) sowie die Stammaktie der IG Group (IGG), also ein defensiver Preferred Share sowie ein vom Crash profitierender Finanzdienstleister. Unser Sponsor: Der Onlinebroker CapTrader aus Düsseldorf bietet Privatanlegern den Zugang zu mehr als einer Millionen Wertpapiere an über 120 Börsenplätzen. Und das zu äußerst niedrigen Gebühren, vor allem an den für Einkommensinvestoren interessanten angelsächsischen Börsen. Kosten für die Verbuchung von Dividenden fallen ebenso wenig an wie laufende Depotgebühren.

Elemental Podcast | Club de aprendizaje
Option pools: ofreciéndole un pedazo de la torta a tus empleados

Elemental Podcast | Club de aprendizaje

Play Episode Listen Later Oct 22, 2019 11:42


Una gran duda que tenemos es si debemos o no ofrecerle participación en la empresa a nuestros empleados. Aquí te diremos algunas opiniones en conjunto con mejores prácticas a seguir. Temporada 01 (Podcast MBA) - Episodio 16 - Extra Ideas 39Founder’s Pocket Guide: Term Sheets and Preferred Shares de Stephen R. Poland ¡Conviértete en nuestro patrocinador (mecenas) de nuestro podcast ayudándonos mes a mes! Ingresa a https://www.patreon.com/elementalpodcast |Nuestra página|:http://www.elementalpodcast.cl/|Twitter|: https://twitter.com/elementalpodcas (@elementalpodcas)|Facebook|: https://www.facebook.com/ElementalPodcast/|Instagram|: https://www.instagram.com/elementalpodcast/|Youtube|: https://www.youtube.com/channel/UCzbMsT2QA6TTaYrzLr6t1AQ |Subscríbete en iTunes|: https://buff.ly/2BKkvgf|Subscríbete en Stitcher|: https://buff.ly/2GYSu5H|Subscríbete en Podbean|: https://buff.ly/2H0Uw5p|Subscríbete en Spotify|: https://buff.ly/2x0X8KA|Subscríbete en GooglePodcast|: https://buff.ly/2GIzUj2 Links y notas del Show: Pedro García-Huidobro (@pedroghg) y Santiago Allamand (@stgoallamand) discuten sobre distintos libros todas las semanas. Agradecimientos especiales a:|Música Intro|: Osvaldo Guzmán|Sonidos Adicionales|: Osvaldo Guzmán |Diseñadora|: María de los Ángeles Manriquez|Musica Cierre|: ”Rollin at 5" Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 3.0 Licensehttp://creativecommons.org/licenses/by/3.0/

Elemental Podcast | Club de aprendizaje
¿Cuáles son las mejores prácticas respecto de los dividendos en una empresa?

Elemental Podcast | Club de aprendizaje

Play Episode Listen Later Oct 8, 2019 11:00


En este episodio exploramos los pro y contras de entregar diviendos en tu empresa, y cómo va variando a medida que ésta crece. Temporada 01 (Podcast MBA) - Episodio 15 - Extra ideas 38 Founder’s Pocket Guide: Term Sheets and Preferred Shares de Stephen R. Poland ¡Conviértete en nuestro patrocinador (mecenas) de nuestro podcast ayudándonos mes a mes! Ingresa a https://www.patreon.com/elementalpodcast |Nuestra página|:http://www.elementalpodcast.cl/|Twitter|: https://twitter.com/elementalpodcas (@elementalpodcas)|Facebook|: https://www.facebook.com/ElementalPodcast/|Instagram|: https://www.instagram.com/elementalpodcast/|Youtube|: https://www.youtube.com/channel/UCzbMsT2QA6TTaYrzLr6t1AQ |Subscríbete en iTunes|: https://buff.ly/2BKkvgf|Subscríbete en Stitcher|: https://buff.ly/2GYSu5H|Subscríbete en Podbean|: https://buff.ly/2H0Uw5p|Subscríbete en Spotify|: https://buff.ly/2x0X8KA|Subscríbete en GooglePodcast|: https://buff.ly/2GIzUj2 Links y notas del Show: |Shoe Dog, una memoria del creador de Nike Phil Knight|: https://youtu.be/jA8wYpxP3bE Pedro García-Huidobro (@pedroghg) y Santiago Allamand (@stgoallamand) discuten sobre distintos libros todas las semanas. Agradecimientos especiales a:|Música Intro|: Osvaldo Guzmán|Sonidos Adicionales|: Osvaldo Guzmán |Diseñadora|: María de los Ángeles Manriquez|Musica Cierre|: ”Rollin at 5" Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 3.0 Licensehttp://creativecommons.org/licenses/by/3.0/

More Than Just Code podcast - iOS and Swift development, news and advice

We follow up again on developer salaries, your privacy at airports and borders, MongoDB is acquiring Realm, and McDonald’s mobile app exploits. Siri Shortcuts and Screen Time are coming to the Mac. For developers at WWDC; Siri, Marzipan, AR, and more. What would you pay for WhatsApp, FaceBook or Twitter as a service. Is Apple working on a Apple Paintbrush. Extinct flower rediscovered in Hawaii, via drones. Picks: Just say “Hey Siri, remind me about this” from inside an app.

Vulcan Investments Podcast
Vulcan Investments podcast on Canadian preferred shares.

Vulcan Investments Podcast

Play Episode Listen Later Feb 4, 2019 8:19


The very first episode of this podcast!!

Nur Bares ist Wahres!
Folge 1: Cashtest - PowerShares Preferred Shares ETF

Nur Bares ist Wahres!

Play Episode Listen Later Sep 25, 2018 12:47


Wertpapierbesprechung des Powershares Preferred Shares ETF: Einstieg und Überblick, Historie und Kennzahlen, Konditionen und Besteuerung, Chancen und Risiken, Zusammenfassung und Stammdaten

Der Panzerknacker - DER Finanz Podcast von Markus Habermehl
100 Zwischen solidem Betongold und spekulativem Carrytrade

Der Panzerknacker - DER Finanz Podcast von Markus Habermehl

Play Episode Listen Later Mar 27, 2018 64:44


Luis Pazos wurde 1974 im Rheinland geboren und lebt in Südniedersachsen. Nach dem Abitur schlug er die Offizierslaufbahn ein und studierte Betriebswirtschaftslehre mit Nebenfach Theologie an der Universität der Bundeswehr Hamburg. Seit 2006 ist er im Management mittelständischer Unternehmen tätig. Für das Monatsmagazin eigentümlich frei schreibt Luis Pazos regelmäßig Buchkritiken sowie Fachartikel, unter anderem zu finanzwirtschaftlichen Themen. Seit 1994 handelt er ein breites Spektrum von Anlageklassen an verschiedenen Börsenplätzen rund um die Welt. Sein Spezialgebiet sind passive Einkommensstrategien mit Hochdividendenwerten. Zu diesem hierzulande weitgehend unbekannten Wertpapiersegment hat er das deutschsprachige Standardwerk „Bargeld statt Buchgewinn“ verfasst. Das Buch wurde im März 2017 im FinanzBuch Verlag veröffentlicht. Hierin beschreibt Luis Pazos ausführlich international gehandelte Anlageinstrumenten wie beispielsweise Income Trusts, Master Limited Partnerships, Preferred Shares und Real Estate Investment Trusts. Ferner betreibt er seit Januar 2017 unter https://nurbaresistwahres.de einen Finanzblog zu diesem Themenkomplex. Ergänzend dazu bietet er einen Premiumdienst sowie Schulungen und Seminare an. Luis Pazos ist verheiratet und hat zwei Kinder. Dein Pitch Ich bin Manager, Autor, Finanzblogger und der Fachmann im deutschsprachigen Raum für börsengehandelte Hochdividendenwerte – dem passivsten aller passiven Einkommen. Womit und wie verdienst Du Dein Geld? Mit Ausnahme der Land- und Forstwirtschaft erziele ich Einnahmen aus allen Einkunftsarten, die das deutsche Einkommensteuergesetz kennt. Redundanz schafft eben Sicherheit, das gilt auch für Zahlungsströme. Und ja, das umfasst auch Einkünfte aus „nichtselbständiger Arbeit“. Und nein, ich strample nicht im Hamsterrad. Aktives Einkommen erziele ich durch mein Gehalt, ergänzend generiere ich Umsätze mit Beratungsleistungen zu meinem Spezialthema. Weiterhin biete ich im kostenpflichtigen Premium- beziehungsweise Mitgliederbereich meines Finanzblogs Exklusivinformationen zu Hochdividendenwerten an. Beim sogenannten passiven Einkommen machen tatsächlich Wertpapierausschüttungen den Löwenanteil der Einkünfte aus, hinzu gesellen sich unter anderem Mieterträge und Tantiemen aus dem Verkauf meiner Bücher. Wie wichtig ist für Dich Geld? / Macht Geld glücklich? Zunächst finde ich Geld als Untersuchungsgegenstand höchst lehr- und facettenreich. Diese Neugierde hat nicht zuletzt mein damaliger Professor für Geldtheorie befeuert und über das Studium der Wirtschaftswissenschaften hinaus am Brennen gehalten. Zu den Details: Über die historische Entwicklung des Geldes aus den Edelmetallen beziehungsweise dem Gold heraus habe ich 2016 ein populärwissenschaftliches Buch veröffentlicht – weitere Informationen dazu finden sich auf meinem Blog. Was andererseits den eher materiellen Glücksfaktor angeht drehe ich die Ausgangsfrage gerne um: Kein Geld macht in jedem Fall unglücklich – es sei denn, man strebt eine Karriere als Bettelmönch an. Das liegt schlicht an dem Umstand, dass Geld schon immer die Universalressource schlechthin war und unter Knappheitsbedingungen auch bleiben wird. Vielfach vernehme ich, Geld würde den Charakter lediglich verstärken, nicht verändern. Da bin ich mir nicht so sicher. Denn das würde ja voraussetzen, dass unser Charakter ab Ende der Adoleszenz in Stein gemeißelt wäre. Doch dem ist offensichtlich nicht so. Wenn aber unser Charakter wandelbar ist und äußeren Einflussfaktoren unterliegt, warum dann nicht auch monetären „Schocks“? Ein im wahrsten Sinn des Wortes ausgezeichnetes Anschauungsobjekt hierzu ist übrigens die Figur des Jett Rink im US-amerikanischen Epos „Giganten“. Gespielt wird die tragische Figur vom unvergessenen James Dean in seiner letzten Rolle. Was war Dein schlimmster Moment als Investor? Das war für mich wie vermutlich für die meisten Börsianer ganz klar die Weltfinanzkrise beziehungsweise die Zeit zwischen 2008 und 2010. Die Verluste der meisten Positionen konnte ich seinerzeit zwar aussitzen, eine Position allerdings nicht. Mit Allied Capital, einer Beteiligungsgesellschaft habe ich etwa 80 Prozent meines Einsatzes verloren. Dabei sah das Zahlenwerk zuvor durchaus verlockend aus: Das Unternehmen war in ein breit diversifiziertes Portfolio US-amerikanischer Firmen investiert, die Bilanz sehr ansehnlich, Schulden kaum vorhanden (und zudem per Gesetz beschränkt), der Kapitalfluss üppig. Ferner war die Dividende seit dem Börsengang im Jahr 1960 nie ausgesetzt oder gekürzt worden. 2008 ist Allied Capital dann von über 30 auf unter einen US-Dollar abgestürzt. Was war der Auslöser? Für eine einzige Beteiligung hatte Allied Capital als Garantiegeber gebürgt, um deren Zinskosten zu drücken. Dummerweise war das ein auf Unternehmensfinanzierungen spezialisierter Dienstleister, der im Zuge der Krise in Konkurs ging und Allied Capital mit in den Abgrund riss. Welche Lehren habe ich daraus gezogen? Zum einen die Einsicht, dass so ein Schwarzer Schwan keineswegs ein abstraktes Modell ist, sondern unverhofft zu einem sehr persönlichen Haustier werden kann. Zum zweiten die Erkenntnis, dass für „Nichtinsider“ immer ein Einzelwertrisiko besteht, welches sich auch durch die beste Fundamentalanalyse nicht ausschließen lässt. Wie hast Du es geschafft, Deine Leidenschaft zu finden? Tatsächlich war es meine Großmutter, die meine Passion für Wirtschaft im Allgemeinen und Geld im Besonderen geweckt hat. Eventuell war ihr das als Zeitzeugin der Hyperinflation von 1923 und der Währungsreform von 1948 sowie der weiteren, nicht nur wirtschaftlichen Katastrophen dieser Epoche ein besonderes Bedürfnis. Mit neun Jahren schenkte sie mir das Kinderbuch „Wer den Pfennig nicht ehrt“ von Kurz Franz, welches ich heute noch in Ehren halte und an die nachfolgende Generation weitergereicht habe. Vor einigen Jahren gab mir dann ein eng befreundeter Finanzjournalist den nötigen Impuls, meine mittlerweile recht umfangreichen und speziellen Kenntnisse in Buchform zu gießen (siehe meine Buchempfehlung weiter unten). Er lieferte mir dann später auch den Anstoß zum Finanzblog, nachdem ich ihm über das doch recht zahlreiche Material berichtete, das nicht in das Buch einfließen konnte. Seither haben sich zahlreiche weitere Gelegenheiten ergeben, der Leidenschaft zu frönen. So etwa letztes Jahr als Referent im Onlinekongress „Passives Einkommen – Aktives Leben“ der Vermögens-Akademie oder seit vergangenem Herbst als Fachmann im „FinanzTalk“, einem alle acht Wochen im Netz beziehungsweise auf Facebook ausgestrahltem Echtzeitformat zu Finanzthemen. Wie triffst Du Entscheidungen? Da kommt mir vermutlich die frühe und lange militärische Konditionierung zugute. Der gute alte Führungsvorgang aus zyklischer Lagefeststellung, Planung, Befehlsgebung (Umsetzung) und Kontrolle hat sich immer wieder als wirksames Instrument in allen Lebenslagen erwiesen. Wie bekommst Du Deinen „inneren Schweinehund“ in den Griff? Bei aller berechtigten Kritik muss ich auch diesbezüglich unseren ehemaligen Dienstherrn loben. Zumindest in meiner Laufbahn und während meiner Dienstzeit waren Entschlusskraft, Disziplin und Durchhaltevermögen praktisch gelehrte und angewandte Tugenden. In Kombination ein starker Muskel wider dem inneren Schweinehund. Heute zehre ich davon, wobei die militärischen Vorgaben persönlichen Zielen gewichen sind, die ich schriftlich auf Jahres- und Wochenbasis heruntergebrochen habe und täglich nachhalte. Verabschiedung Wenn wir schon beim Thema Geld (und Charakter) sind: „Geld ist das Barometer der Moral einer Gesellschaft. Wenn Sie sehen, daß Geschäfte nicht mehr freiwillig abgeschlossen werden, sondern unter Zwang, daß man, um produzieren zu können, die Genehmigung von Leuten braucht, die nichts produzieren, daß das Geld denen zufließt, die nicht mit Gütern, sondern mit Vergünstigungen handeln, daß Menschen durch Bestechung und Beziehungen reich werden, nicht durch Arbeit, daß die Gesetze Sie nicht vor diesen Leuten schützen, sondern diese Leute vor Ihnen, daß Korruption belohnt und Ehrlichkeit bestraft wird, dann wissen Sie, daß Ihre Gesellschaft vor dem Untergang steht.“ Ayn Rand, US-amerikanische Schriftstellerin und Philosophin, (1905 bis 1982) Der Finanzblog zu Hochdividendenwerten: https://nurbaresistwahres.de Facebook-Gruppe „Einkommensinvestoren“: https://www.facebook.com/groups/einkommensinvestoren Gratisreport zu Hochdividendenwerten: https://nurbaresistwahres.de/gratisreport Kontaktdaten des Interviewpartners E-Mail-Adresse: pazos[Affenschaukel]nurbaresistwahres[Punkt]de Xing: https://www.xing.com/profile/Luis_Pazos LinkedIn: www.linkedin.com/in/luis-pazos Facebook: https://www.facebook.com/luis.pazos.311 Deine Buchempfehlung Bargeld statt Buchgewinn – Mit Hochdividendenwerten zum passiven Monatseinkommen - Luis Pazos

fall passion land professor gold management er mit blog generation welt position arbeit dabei kinder moral rolle geld wochen gro bed gesch buch entwicklung autor material gesellschaft sinn raum unternehmen universit kritik krise leute karriere beim zwischen sicherheit leidenschaft punkt beziehungen stein dein zum instrument herbst wirtschaft studium kontrolle ihnen tats netz prozent planung erkenntnis gesetz modell verm ausl leuten firmen verg zumindest zielen erg verkauf disziplin charakter allgemeinen bilanz das buch impuls zun figur positionen us dollar zuge ehrlichkeit ayn rand wortes akademie laufbahn seminare james dean schulden einkommen eink gehalt spektrum weiterhin beteiligung abitur wenn sie einnahmen womit untergang hamsterrad katastrophen ums vorgaben korruption xing abgrund dienstleister zwang durchhalteverm geldes ehren schweinehund einsicht seither das unternehmen du deinen hyperinflation besonderen ansto brennen kenntnisse referent haustier thema geld barometer gelegenheiten schriftstellerin umstand muskel hierin konkurs genehmigung buchempfehlung epoche lebenslagen rheinland fachmann eventuell tugenden schulungen kontaktdaten gespielt ferner philosophin einsatzes kein geld einflussfaktoren dividende konditionierung real estate investment trusts bestechung welche lehren forstwirtschaft themenkomplex vielfach deine leidenschaft mitgliederbereich buchform fachartikel anlageklassen finanzthemen pfennig dummerweise in kombination zeitzeugin betongold edelmetallen adoleszenz dienstzeit redundanz spezialthema sein spezialgebiet tantiemen preferred shares weltfinanzkrise finanzblogger die verluste ausgangsfrage luis pazos fundamentalanalyse finanzblog zahlungsstr finanzbuch verlag bettelm master limited partnerships dienstherrn offizierslaufbahn kapitalfluss dein pitch ich dich geld macht geld
Personal Finance Boss
Preferred Shares: A Bond Alternative?

Personal Finance Boss

Play Episode Listen Later Jun 7, 2017 18:52


In this episode I go over preferred shares and how they can be a valuable addition to your investment portfolio. Enjoy!

Wall Street Unplugged - What's Really Moving These Markets
Ep 331 Frankly Speaking: Gold, PANW, MHR, GOOG and Scaling In

Wall Street Unplugged - What's Really Moving These Markets

Play Episode Listen Later Jul 24, 2015 21:32


We start today with a question from Evan who wants to know how we an spot a bottom in the gold markets. The next few questions are from Mike. First he wants to know about Palo Alto Networks, Inc. (PANW) and next he wants to know if Frank has visited Facebook yet. Eddie would like Frank’s opinion on the Preferred Shares of Magnum Hunter Resources (MHR). Daniel writes in to comment on Google and wants to know Franks opinion going forward. Agustin asks Frank if his scaling in strategy makes sense.  If like to know about Frank’s special discount offers just .   And don’t forget send in your questions

Podcasts – FNCE 2280 – Investments
Lesson 10 – Preferred Shares

Podcasts – FNCE 2280 – Investments

Play Episode Listen Later Jan 14, 2015


In this lesson we examine preferred shares and the idea of it being a “hybrid” security more closely. Lesson 10 – Preferred Shares

Money for Nothing
Market Wrap / China's preferred shares plan / Temasek buys stake in AS Watson / Empowering organizat

Money for Nothing

Play Episode Listen Later Mar 24, 2014 28:58


Stock Day Media
Uptick Network – Interview with CEO Stephen Gurba with Bulova Technologies, Inc.

Stock Day Media

Play Episode Listen Later Jan 1, 1970 11:14


Everett Jolly interviews Stephen Gurba, CEO of Bulova Technologies, Inc. (BTGI) and they discuss differences between "Common Shares" and "Preferred Shares" and discuss different sectors in which they are involved. We are pleased to share the following UPTICK Network Stock Day Radio Show and Podcast content. The CEOs interviewed on Stock Day did not incur any charges for their time with Uptick CEO Everett Jolly. Uptick staff is always looking for exciting companies to bring to our interested readers and listeners. Contact us at (602) 441-3474 if you would like further information on the UPTICK Network or Uptick services.

InvestTalk
03-18-19: JP Morgan Escalates Deposit Wars With Expansion Into The Heart Of Bank Of America Country

InvestTalk

Play Episode Listen Later Dec 31, 1969 46:13


Podcast Listeners:  We are experiencing an intermittent technical issue that may cause the audio stream to break-up or sound distorted.  Please bear with us while we work to correct this problem. As J.P. Morgan Chase builds out its web of bank branches across the U.S., it is launching into areas long dominated by two of its biggest rivals. Today's Stocks & Topics: GLOP - GasLog Partners LP, Preferred Shares, Wage Growth, VZ - Verizon Communications Inc., Protecting Your Portfolio, S&P Rally, Bad Retirement, 1031 Exchange, CTRE – Care Trust REIT Inc., IPOs, DWDP - DowDuPont Inc.Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations

InvestTalk
08-12-19: Investors Are Buying Up These ‘Tariff-Proof’ Tech Stocks As 'Safe Havens'

InvestTalk

Play Episode Listen Later Dec 31, 1969 47:22


With global uncertainty and a strong dollar weighing on major tech companies, software names might look attractive in an ongoing trade war. Today's Stocks & Topics: Potential Health Hazards of Early Retirement, Personal Loans, Cryptocurrencies, DBX - Dropbox Inc., M - Macy's Inc., Interest Rates, Gold: $1,513 per ounce, Oil: $54.82 per barrel, 10-year Treasury Yield: 1.69%, 30-year Fixed Mortgage Rate: 3.6%, Bitcoin: $11,352 Per Coin, AVP - Avon Products Inc., WY - Weyerhaeuser Co., Preferred Shares, PALL - Aberdeen Standard Physical Palladium Shares ETF.Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations