In Plus episode 433, we compare Kubera to Exirio. We discuss bond portfolio structure and compare the DoubleLine Core Fixed Income Fund to the DoubleLine Total Return Bond Fund. Finally, we discuss how federal budget deficits, quantitative easing, quantitative tightening, and minting a trillion coin contribute to wealth, liquidity, and inflation. … [Read more...]
421 Plus: Follow Up to Hiring an Investment Advisor and DoubleLine’s New Bond ETF
In Plus episode 421, we revisit a situation from Episode 389 in which a member was interviewing investment advisors to see what he decided to do. We also compare DoubleLine's new DoubleLine Opportunistic Bond ETF (DBND) to other ETFs and mutual funds the firm offers. … [Read more...]
238 Plus: Federal Reserve Actions, DoubleLine, MBS and REITs
In Plus episode 238 for the week of February 2, 2019 we analyze the recent change by the Federal Reserve to effectively put their policy of raising short-term interest rates on hold. We review a profile of DoubleLine Capital in Kiplinger's and the risks DoubleLine sees in the current investment environment, particularly for rising U.S. interest rates. We evaluate the difference between agency and non-agency mortgage backed securities in terms of default risk. Finally, we look at Cohen … [Read more...]