In this Plus episode, we review investment conditions as of early August 2020. We discuss the recent changes to the adaptive model portfolios to add core fixed income. Finally, we review recent and anticipated changes to David's portfolio. … [Read more...]
255: With Interest Rates Falling, Why Do You Own Bonds?
How an asset class such as bonds can play different roles in your portfolio depending on your investment philosophy. In this episode you’ll learn: What are bonds and how can they be used in investment portfolios.What is interest rate anticipation.Why individuals have an advantage over institutions because they don't have to worry about outperforming a benchmark when it comes to bonds.Why U.S. interest rates could rise and fall from current levels.Why China is unlikely to sell all … [Read more...]
225: How To Invest In Bonds and Other Fixed Income Securities
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...]
203 Plus: Fixed Income Options and Rebalancing To The Model Portfolios
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...]
