In Plus episode 565, I discuss recent portfolio trades that I made. We provide updated returns for U.S. and non-U.S. stocks for the fourth quarter compared to the rest of the year, including during presidential and mid-term election years.
We examine whether the Virtus Seix Senior Loan ETF (SEIX) can replace the Virtus Seix Floating Rate High Income Fund (SAMBX).
We answer a member’s question about using a non-investment-grade bond bullet ETF to partially fund an upcoming balloon payment.
Finally, we review the Vanguard Fully Paid Lending Program, Vanguard’s securities lending program.
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565 Plus
Seaonality of Stock Returns
Show Notes
David’s recent portfolio trades
Seasonality of U.S. and non-U.S. stock returns graphic
Securities lending revenues – Finadium
Vanguard Fully Paid Lending Program
Investments Mentioned
Longleaf Partners Small Cap Fund (LLSCX)
Avantis International Small Cap Value ETF (AVDV)
Invesco BulletShares 2031 Corporate Bond ETF (BSCV)
US Treasury TIP 1.625% 10/15/2029 91282CLV1
iMGP DBi Managed Futures Strategy ETF (DBMF)
Virtus Seix Floating Rate High Income Fund (SAMBX)
Virtus Seix Senior Loan ETF (SEIX)
State Street My2031 High Yield Corporate Bond ETF (MYHE)
iShares iBonds 2031 Term High Yield and Income ETF (IBHK)
