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John Robie

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Beating T-Bill returns

Posted By John Robie 05-02-2026 13:15
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
I have some "safe money" in T-Bills at 3.7%. I would like to make more on these funds. Investment guys say Bonds and I must accept more risk if I want higher returns. I am thinking about 75% in T-Bills and 25% in QQQI (paying 13.89% TTM right now) That would increase my risk but move my returns to ...

Beating T-Bill returns

Posted By John Robie 05-02-2026 13:13
Found In Egroup: AAII Columbus Chapter \ view thread
I have some "safe money" in T-Bills at 3.7%. I would like to make more on these funds. Investment guys say Bonds and I must accept more risk if I want higher returns. I am thinking about 75% in T-Bills and 25% in QQQI (paying 13.89% TTM right now) That would increase my risk but move my returns to ...

Asset Location for benefit of heirs

Posted By John Robie 03-18-2026 16:57
Found In Egroup: AAII Eastern Michigan Chapter \ view thread
Recently the topic of "asset location" came up. In particular about value of growing assets inside an IRA (not Roth) vs in a taxable account when trying to accumulate wealth for heirs. What are your thoughts about building IRA assets which will be taxed within 10 years of their inheritance vs Buy and ...

Asset Location ideas

Posted By John Robie 03-18-2026 16:56
Found In Egroup: AAII Research Triangle Chapter \ view thread
Recently the topic of "asset location" came up. In particular about value of growing assets inside an IRA (not Roth) vs in a taxable account when trying to accumulate wealth for heirs. What are your thoughts about building IRA assets which will be taxed within 10 years of their inheritance vs Buy and ...

Asset Location ideas

Posted By John Robie 03-18-2026 16:56
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Recently the topic of "asset location" came up. In particular about value of growing assets inside an IRA (not Roth) vs in a taxable account when trying to accumulate wealth for heirs. What are your thoughts about building IRA assets which will be taxed within 10 years of their inheritance vs Buy and ...

RE: Defined Outcome ETF's instead of T-bills and CD's

Posted By John Robie 11-18-2024 11:08
Found In Egroup: AAII Eastern Michigan Chapter \ view thread
Staying focused on my original question, are these ETFs a good alternative to T-Bills, CDs and Annuities. These are not intended to replace a buy and hold position in the SPY. I believe they are being sold as a type of "safe money" rather than as an equity position. Given the way the investment is c ...

RE: Defined Outcome ETF's instead of T-bills and CD's

Posted By John Robie 11-10-2024 20:17
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Wall Street Journal October 4, 2024. I don't have access to this article Is This ETF Your Knight in Shining Armor? 'Buffer' funds have become one of Wall Street's hottest products. Make sure you understand the trade-off you're making before you buy. John Robie Jrobie1188@gmail.com

RE: Defined Outcome ETF's instead of T-bills and CD's

Posted By John Robie 11-10-2024 15:53
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
There are several webinars and podcasts https://podcasts.apple.com/us/podcast/should-you-buy-etfs-with-100-loss-protection/id1349873572?i=1000657705323 This is the one that acquainted me with the product. It is my understanding these invest in SPY and use leverage in various forms to accomplish the goal ...

RE: Defined Outcome ETF's instead of T-bills and CD's

Posted By John Robie 11-10-2024 15:52
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
There are several webinars and podcasts https://podcasts.apple.com/us/podcast/should-you-buy-etfs-with-100-loss-protection/id1349873572?i=1000657705323 This is the one that acquainted me with the product. It is my understanding these invest in SPY and use leverage in various forms to accomplish the goal ...

Defined Outcome ETF's instead of T-bills and CD's

Posted By John Robie 11-05-2024 10:14
Found In Egroup: AAII Eastern Michigan Chapter \ view thread
I have seen a number of newer ETFs called Defined Outcome ETFs sold by Calamos and Innovators. These invest in SPY and they limit your downside risk to 0% but you give up part of the SPY upside gains in exchange. Leverage is used to protect you on the downside. The stated market niche is annuity and ...

Defined Outcome ETF's instead of T-bills and CD's

Posted By John Robie 11-05-2024 10:14
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
I have seen a number of newer ETFs called Defined Outcome ETFs sold by Calamos and Innovators. These invest in SPY and they limit your downside risk to 0% but you give up part of the SPY upside gains in exchange. Leverage is used to protect you on the downside. The stated market niche is annuity and ...

ETF Portfolio Holding analysis

Posted By John Robie 12-14-2023 14:50
Found In Egroup: AAII Research Triangle Chapter \ view thread
Hi Everyone, as a holder of many ETFs I am interested in knowing how concentrated I am in any particular stock held by one or more of my ETFs. They all have positions in the big stocks, I just don't know overall how much of each stock I own via the ETFs. Is there an app or program that will analyze and ...

ETF Portfolio Holding analysis

Posted By John Robie 12-14-2023 14:50
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Hi Everyone, as a holder of many ETFs I am interested in knowing how concentrated I am in any particular stock held by one or more of my ETFs. They all have positions in the big stocks, I just don't know overall how much of each stock I own via the ETFs. Is there an app or program that will analyze and ...

RE: Reasearch, selection and investing process

Posted By John Robie 03-05-2023 15:30
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Thanks for responding to my post. To clarify a bit more it is all the minutia of managing and using multiple brokerages and research tool. TDA, Fidelity, Stock Charts and Marketsmith. The different brokerages are for diversity so I don't have all my money in the "Lehmann Bros" basket so to speak. I don't ...

RE: Reasearch, selection and investing process

Posted By John Robie 03-05-2023 15:30
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Thanks for responding to my post. To clarify a bit more it is all the minutia of managing and using multiple brokerages and research tool. TDA, Fidelity, Stock Charts and Marketsmith. The different brokerages are for diversity so I don't have all my money in the "Lehmann Bros" basket so to speak. I don't ...

RE: Reasearch, selection and investing process

Posted By John Robie 03-05-2023 15:29
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Thanks for responding to my post. To clarify a bit more it is all the minutia of managing and using multiple brokerages and research tool. TDA, Fidelity, Stock Charts and Marketsmith. The different brokerages are for diversity so I don't have all my money in the "Lehmann Bros" basket so to speak. I don't ...

Reasearch, selection and investing process

Posted By John Robie 02-14-2023 21:00
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
I have a complicated process. It includes multiple accounts at two brokerage houses, Stockcharts and MarketSmith. I download, upload and cross reference SC and MS before ultimately trading at one of my brokerages. There has got to be an easier way. What are you doing to search and research then ultimately ...

Reasearch, selection and investing process

Posted By John Robie 02-14-2023 21:00
Found In Egroup: AAII Eastern Michigan Chapter \ view thread
I have a complicated process. It includes multiple accounts at two brokerage houses, Stockcharts and MarketSmith. I download, upload and cross reference SC and MS before ultimately trading at one of my brokerages. There has got to be an easier way. What are you doing to search and research then ...

Investing in a bad market

Posted By John Robie 01-01-2023 12:48
Found In Egroup: AAII Columbus Chapter \ view thread
I admit I am ignorant so be kind to me. I am also fairly new to individual stock investing/trading. The advice of the Masters is to invest only when the market trend is up. In particular Eric Wish, Bill O'Neil and Stan Weinstein have been clear about this. I have also heard from many others who lament ...

Investing in a bad market

Posted By John Robie 01-01-2023 12:48
Found In Egroup: AAII Washington D.C. Metro Chapter \ view thread
I admit I am ignorant so be kind to me. I am also fairly new to individual stock investing/trading. The advice of the Masters is to invest only when the market trend is up. In particular Eric Wish, Bill O'Neil and Stan Weinstein have been clear about this. I have also heard from many others who lament ...