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Chris Boyd and Jeff Perry dig into questions from podcast and radio listeners. In this episode Jeff asks Chris about the merits of UITs/Defined Portfolios, Closed-End Funds, & other illiquid types of investments. Jeff also questions Chris about...
Chris Boyd and Jeff Perry dig into questions from
podcast and radio listeners. In this episode Jeff asks Chris about the merits of
UITs/Defined Portfolios, Closed-End Funds, & other illiquid types of investments. Jeff
also questions Chris about investment portfolios with an overly simplistic design, broad
balanced funds, and portfolios with a concentration in a single fund family.
#InvestmentTrusts
#DefinedPortfolios
#ClosedEndFunds
#IlliquidInvestments
#InvestmentStrategies
#BalancedFunds
Unit Investment Trusts (UITs)
Defined Portfolio Investments
Closed-End Fund Strategies
Illiquid Investment Types
Simplistic Investment Portfolios
Broad Balanced Funds
