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...]
MNY142 Plus: ETF Screening, Money Creation, Trading Costs, and a Bond Fund
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...]
MNY098 Plus: Who’s Afraid of Bonds?
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...]
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...]
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...]
