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