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You are here: Home / Archives for fixed income

225: How To Invest In Bonds and Other Fixed Income Securities

October 10, 2018 by David Stein · Updated April 15, 2021

How to evaluate interest rate risk, credit risk and other factors when investing in bonds. Photo by Wes Hicks In this episode you’ll learn: What determines interest rates.What determines the performance of fixed income investments.How to estimate the return of fixed income holdings.The tradeoff between owning individual bonds or bond funds/ETFs Show Notes Eaton Vance Bank Loan Chart Book Annual Default Study: Corporate Default and Recovery Rates, 1920 - 2017 - … [Read more...]

Filed Under: Podcast Tagged With: bond defaults, bond duration, bonds, credit risk, duration, fixed income

203 Plus: Fixed Income Options and Rebalancing To The Model Portfolios

May 5, 2018 by David Stein · Updated August 2, 2021

This week May 5, 2018, we analyze various fixed income options given rising short-term rates. We also focus on the risk of bank loan funds. We also review a challenge a member is having in rebalancing his portfolio to the model portfolios. … [Read more...]

Filed Under: Uncategorized Tagged With: bank loan funds, bonds, bonds (short-term), fixed income, model portfolios, rebalancing

MNY142 Plus: ETF Screening, Money Creation, Trading Costs, and a Bond Fund

January 28, 2017 by David Stein · Updated April 29, 2021

This week January 28, 2017 on Money For the Rest of Us Plus we look at reasonable bid-ask spreads for newer ETFs. We also look at criteria for screening ETFs in an database. We explore why depositing funds in a bank account doesn't create money but borrowing money does. Finally, we look at the merits of the Eaton Vance Limited Duration Closed End Fund (EVV). … [Read more...]

Filed Under: Uncategorized Tagged With: ETFs, fees, fixed income, money

MNY098 Plus: Who’s Afraid of Bonds?

March 12, 2016 by David Stein · Updated April 29, 2021

This week on Money For the Rest of Us Plus I discuss what to consider when investing in a bond ETF or fund. I also discuss the bet Warren Buffet made that an S&P 500 Index fund could outperform hedge funds. The episode length is 21 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: bonds, fixed income

Bond Portfolio Overview – First Quarter 2015

February 5, 2015 by David Stein · Updated June 23, 2020

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...]

Filed Under: Investing, Portfolio Insights Tagged With: bonds, fixed income

A Snapshot of My Bond Allocation – November 2014

November 15, 2014 by David Stein · Updated June 23, 2020

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...]

Filed Under: Investing, Portfolio Insights Tagged With: bonds, fixed income

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