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You are here: Home / Archives for bullet ETFs

Portfolio Trade: Adding Bullet ETF, Buffer ETF and Increasing CLO Exposure

August 2, 2024 by David Stein · Updated August 6, 2024

… [Read more...]

Filed Under: Portfolio Insights Tagged With: BSCV, buffer ETFs, bullet ETFs, CLOA, defined outcome ETFs, MAXJ, portfolio change

475 Plus: Convertible Bonds, Treasury ETFs, Cash Equivalents and Taxes on RSUs

April 20, 2024 by David Stein · Updated April 29, 2024

In Plus episode 475, we review investment conditions for convertible bonds. We answer a member's question on investing in Treasury ETFs and cash. Finally, we discuss the tax consequences when restricted stock units vest. … [Read more...]

Filed Under: Money Plus Tagged With: bullet ETFs, convertible bonds, restricted stock units, U.S. Treasuries, U.S. Treasury bonds

463: How to Lock in Higher Yields in Case Interest Rates Fall

January 24, 2024 by David Stein · Updated February 6, 2024

With cash yields expected to fall, here's how you can keep your portfolio income elevated by purchasing longer-term individual bonds and bullet ETFs Topics covered include: How future short-term interest rates, inflation expectations, and term premiums impact long-term interest rates How each of those rate drivers contributed to the close to 1% drop in interest rates in the past three months How yield to maturity is our guide to locking in a fixed return using individual bonds … [Read more...]

Filed Under: Podcast Tagged With: bonds, bullet ETFs, cash equivalents, fixed income, individual bonds, yield to maturity

452 Plus: TIPS Trade, TIPS Bullet Shares ETFs, and Housing Inflation

October 21, 2023 by David Stein · Updated October 30, 2023

In Plus Episode 452, we discuss the recent 5-year TIPS auction. We look at the new iShares TIPS bullet shares ETFs with fixed maturity. We also look at the impact of shelter on inflation and how higher interest rates impact home prices and apartment rents. … [Read more...]

Filed Under: Money Plus Tagged With: bullet ETFs, housing, housing shortage, TIPS, Treasury Inflation Protected Securities

399 Plus: Student Loan Forgiveness and Inflation, Building a Bond Ladder, a New High Yield Savings Account Offering

August 27, 2022 by David Stein · Updated September 7, 2022

In Plus episode 399, we introduce the new Money For the Rest of Us glossary. We consider whether the Biden Administration's move to cancel upwards of $600 billion in student loans will be inflationary. We discuss how to go about building a bond ladder. Finally, we analyze Save's new Market Savings Account. … [Read more...]

Filed Under: Uncategorized Tagged With: bond ladder, bullet ETFs, inflation, Save, student loans

378 Plus: A Frustrating Time To Invest and Did BulletShares Underperform?

March 12, 2022 by David Stein · Updated March 23, 2022

In Plus Episode 378, we discuss the fear, uncertainty, and frustration we can feel investing in the current environment. We also look at how to estimate the performance of BulletShare ETFs, which are ETFs that hold bonds and have fixed maturities. We consider why a member's BulletShare ETF fell well short of his expectations. … [Read more...]

Filed Under: Uncategorized Tagged With: bonds, bullet ETFs, investment philosophy, uncertainty

302 Plus: Laddered Bonds, Portfolio Profile and Buying Your Employer’s Stock

June 20, 2020 by David Stein · Updated April 29, 2021

In Plus episode 302, we review recent trades in David's portfolio and discuss ways to construct a laddered bond portfolio. We analyze a portfolio managed by a financial advisor for a 71-year old woman. Finally, we discuss whether individuals should purchase their employer's stock as part of a promotion even if it leads to a highly concentrated position. … [Read more...]

Filed Under: Uncategorized Tagged With: bonds, bullet ETFs, laddered bonds, member portfolio review, portfolio trades, PUTW, volatility risk premium

133: Interest Rates Are Rising. Four Things You Can Do

November 16, 2016 by David Stein · Updated July 17, 2023

Here are four investment strategies investors can use to avoid losses due to rising interest rates. Photo by Pedro Lasta In this episode you'll learn: The importance of focusing on the present Why bond prices fluctuate as interest rates change. What fixed income strategies avoid interest rate risks. Show Notes Fraying At The Edges by N.R. Kleinfield - New York Times Essays In Idleness - Yoshida Kenko MNY52: Why Interest Rates Are So Low iShares iBonds … [Read more...]

Filed Under: Podcast Tagged With: bond duration, bonds, bullet ETFs, interest rates, PeerStreet

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