Active ETFs Take Off –– 3 Ideas for Investors
Plus, what Morningstar analysts think about Apple, SoFi, and Coinbase stocks after earnings, and ways to use asset location to minimize taxes.
Investing Insights · Host: Ivanna Hampton, Guest: Bryan Armour, Guest: Michael Kitces, Guest: Christine Benz
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Show Notes
In today’s episode, Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses what costs can tell investors about a fund’s success.
- Introduction
- Apple outperforms in iPhone and services
- SoFi Technolgies benefit from more deposits and rising interest rates
- Ford's first-quarter earnings beat estimates
- Coinbase’s losses narrow
- The Active ETF boom & 3 investment ideas
- Best Practices for Tax-Efficient Portfolio Management
Read about topics from this episode.
Apple Earnings: Hardware Headwinds Look Ominous; Stock Overvalued Versus $150 Fair Value Estimate
SoFi Earnings: Deposit Growth Drives Net Interest Income Higher, but Growth Slows Sequentially
Ford Earnings: Strong Year-Over-Year Improvement and a Cash-Rich Balance Sheet Are Good to See
Reducing Fair Value Estimate for Coinbase
The New Frontier of Active Investing
Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning
What to watch from Morningstar.
Berkshire Hathaway: 4 Questions and 5 Cheap Stocks
Morningstar Investment Conference: Recession Risks and the Markets
Planning to Retire Soon? Flexibility and Spending Count
Where Can the Automotive Industry Go From Here?: Part Two
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