In this week's Money For the Rest of Us Plus episode, I discuss Why there aren't many investment opportunities currently The difference between SEC Yield, distribution yield and yield to maturity How to evaluate a closed end bond fund using BIT and DSL as examples. The episode length is 17 minutes. … [Read more...]
Use of Active Bond Funds
This audio lesson shares why I generally use active funds for bonds but passive funds and ETFs for stocks. The episode length is 6 minutes. … [Read more...]
Bond Portfolio Overview – First Quarter 2015
This essay provides a current overview of the fixed income market, my criteria for allocating to various fixed income sectors and my current bond holdings. … [Read more...]
How Have Bonds Performed Prior To and After The First Federal Reserve Policy Rate Increase
This audio lesson shares the performance of various bond sectors in the three months prior to and the three months after the first Federal Reserve policy rate change. The episode length is 8 minutes. … [Read more...]
A Snapshot of My Bond Allocation – November 2014
I often get asked regarding the structure of my bond portfolio. Here is a current snapshot. As of mid-November 2014, I have 27% of my total portfolio invested in bonds. Of my liquid publicly traded portfolio, 60% is allocated to fixed income. … [Read more...]
22: Will Interest Rates Ever Increase?
What causes interest rates to rise and fall, and what can you do to adjust your investment portfolio when interest rates begin climbing. Photo by ECB - European Central Bank In this podcast, you'll learn: What is a bond and what is the best measure of its expected return.How you can use a bond or a bond fund's duration to measure interest rate sensitvity.Why I invest in fixed income.What influences the level and changes in interest rates.How countries compete with each other for … [Read more...]
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