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You are here: Home / Archives for fallen angels

467 Plus: Fallen Angels, BBB Bonds, Swapping Out Leveraged Loans Funds, and How to Use the Investment Conditions Report

February 24, 2024 by David Stein · Updated February 29, 2024

In Plus episode 467, we explain the resources on Money for the Rest of Us Plus to learn about different asset classes. We explore investing in fallen angel bonds, which are bonds that have recently been downgraded to non-investment grade status. We also explore investing in BBB bonds. David explains his recent portfolio change to swap out his leveraged loan exposure. Finally, we review how to use the investment conditions and strategy report. … [Read more...]

Filed Under: Money Plus Tagged With: bank loans, BBB bonds, BDCs, fallen angels, investment conditions, leveraged loans, portfolio trades

418 Plus: Mortgage REIT Preferred Stock, Debt Ceiling Standoff, and Fallen Angel Bonds

January 28, 2023 by David Stein · Updated February 20, 2023

In Plus episode 418, we review the current status of mortgage REITs and analyze the mortgage REIT preferred stock David recently purchased. We consider whether investors should move assets out of cash until the debt ceiling standoff is resolved. We consider options the U.S. Treasury has to meet its obligations including minting a trillion-dollar coin. Finally, we look at two ETFs that invest in bonds that have recently been downgraded to non-investment grade from investment grade. … [Read more...]

Filed Under: Money Plus Tagged With: debt ceiling, fallen angels, high yield bonds, mortgage REITs, national debt, non-investment grade bonds, preferred stocks, REIT preferreds

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