138. January 2025 Mailbag
Investing Unscripted
Intro
This chapter explores the multifaceted offerings of public.com, including stocks, options, bonds, and crypto, while highlighting the innovative AI tool Alpha that aids users in understanding asset movements. The speakers also engage with audience inquiries in a lively mailbag segment, deepening the discussion around investment strategies.
It’s the January mailbag. Topics covered include the benefits and risks of investing in preferred shares, comparing metrics for similar companies, and strategies for using options. Have a question you’d like answered? Send it to us anytime!
01:21 Listener Appreciation and Feedback
08:29 Rebalancing and Diversification Strategies
14:35 Preferred Shares: A Worthwhile Investment?
25:02 Understanding REIT Distribution Payout Ratios
28:44 Understanding Adjusted Funds from Operations (AFFO)
31:19 Diving Back into REIT Metrics
32:39 Desert Island REIT Picks
38:59 SolarEdge and Enphase: Solar Industry Insights
41:49 Comparing Similar Companies: Metrics and Insights
47:30 Options Trading: Temperament and Strategy
52:55 Wrapping Up: Final Thoughts and Listener Questions
Companies mentioned: A, AAPL, AI, CRWD, DHR, ENPH, HD, LOW, MELI, O, PLD, RHP, S, SEDG, SNOW
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Email: investingunscripted@gmail.com
Twitter: @InvestingPod
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Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted
*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule).
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.
Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.
*Terms and Conditions apply.
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